Courtney is an Accountant with over 6 years' experience. She specializes in project management for the firm and onboarding new clients. She has extensive experience in all versions of QuickBooks, multiple payroll platforms and office management software. Outside of work, Courtney enjoys spending time with her family, outdoor sport, and activities, watching her children play sports and gardening.
Greg is a licensed CPA in California. He earned his BS in Accounting from California State University San Marcos. He is well rounded in both accounting and corporate taxation with over 15 years of combined public accounting and private industry experience. He specializes in serving as an outsourced controller helping start-ups to mid-size business with their accounting, payroll, and corporate tax preparation.
Greg is a licensed CPA in California. He earned his BS in Accounting from California State University San Marcos. He is well rounded in both accounting and corporate taxation with over 15 years of combined public accounting and private industry experience. He specializes in serving as an outsourced controller helping start-ups to mid-size business with their accounting, payroll, and corporate tax preparation.
Services
Faq
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If you purchased health insurance in the Health Insurance Marketplace, you will see a new tax form called a Form 1095-A. If you were uninsured in 2015 you may be required to pay a penalty of $95 or up to 1% of your income, whichever is greater, but you may also be eligible for one of over 30 exemptions from the tax penalty.
Fasfa Faq
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The FAFSA information is used to decide if you are eligible for federal aid. But some school & states also use this data to award aid from their programs as well. Also, if you later decide you might need to use financial aid award funds, this application will already be processed. Filing the FAFSA does not mean you will accept all the financial aid you are offered; it's only used to determine what you are eligible for.
Bookkeeping
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Please feel free to explore the many bookkeeping services we can provide to your individual or business needs and remember that our first meeting will always be Free! Since the labor force is so competitive, employers are making the smarter decision by outsourcing their bookkeeping.
You will never be obligated to pay payroll taxes, worker's compensation insurance, vacation and/or sick time, plus other perks like retirement plans or health insurance.We can provide monthly, quarterly, annual bookkeeping - You provide us with the information and we will do the rest. Because of remote access availability this service has become a favorite among business owners.
You will never be obligated to pay payroll taxes, worker's compensation insurance, vacation and/or sick time, plus other perks like retirement plans or health insurance.We can provide monthly, quarterly, annual bookkeeping - You provide us with the information and we will do the rest. Because of remote access availability this service has become a favorite among business owners.
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