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Bookkeeping

                                   About Our Mission Statement 

We serve anyone who asks for our service, however, we would like to focus on the people from the South Pacific islands which include Tonga, Samoa, New Zealand, Fiji, Hawaii, Tahiti and others from the neighboring islands.  Our goal is to educate our clients and make them aware of what is out there, and be the "One-Stop Shop" for all your financial needs.  Please be aware of these scams:

 

1.  Individuals who provide services for fees claiming they are professionals when they are not.  An example is an under the table tax preparer.  There are fraudulant tax preparers who claimed to have the "know hows" of getting  huge refunds from the government.    Usually they don't sign your return but stamped your copy as "self-prepared".  If the IRS or State catches up with you, which they usually do, you alone will be responsible for the mess they created.

 

2.  Self-proclaimed professionals who use other's professional business licenses to provide services for fees.  We have seen a lot of these in real estate.  There are some individuals who have been making real estate transactions using other's licenses.  This is a fraud and it has caused a lot of headaches leading to a lot of pacific islanders losing their place of residences.

 

Please check the credentials of whoever is offering to help you before you go any further. YOU MAY CHECK ON MINE AS INSTRUCTED BELOW!

Our Paperless Route

We promote our Paperless Route especially for our Tax Service.  This means that everything is pretty much done on-line though the use of telephone and emails:

1.  You let us know if you are interested in our service

2.  You will then electronically send us your documents thru text, facebook or emails

3.  We will work on your tax case; let you know of what's going on; let you know of our fees.

4.  We will email you a copy of our preliminary work including electronic forms for your electronic signatures, which will be made available to  you online.

5.  You will send us back the signed electronic forms;  make your payment thru cards or bank account transfer.  During tax season, if you have tax refunds, you may apply for bank products through us and your fees will be automatically deducted by our bank from your refund.  (This option is not available to first year clients).

6.  We will efile your tax;  then send you a complete copy of  your tax return; we will save your file for five years!

Accounting and Bookkeeping

 

In order for me to maintain and keep my CPA license, the Colorado Board of Accountancy requires that I take 80 credit hours of continued education every two years; including 4 hours of Ethics.  I am continuously trained and reminded to be at my best at all times.  I have worked with different accounting software throughout the years and I enjoy Quickbooks the most.  I am a Quickbooks Pro Advisor Online ADVANCED Certified and with my accounting background and tax knowledge, I can be very helpful in assisting with your business.  I work with both the desktop and online versions.  With a computer and internet connection, I am just a click away.

 

I can assist organize your financial records to ensure that your business operations will run more efficiently.  With the use of Quickbooks, I can assist you with all your bookkeeping needs.  You let me take care the paperwork while you have more time to run your business.

 

I can also help you with setting up a new accounting system for your new business.  I will be very helpful to you if your business is in construction or elderly care due to my experiences in these areas.

Visit Sites:

My current CPA status, click here: ----------------------------------------------->

Quickbooks Online ADVANCED Certified:

CPA

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