Certified public accountant in Oakland, CA
A professional corporation offering CPA services alongside wealth management and professional benefit plan services. Accounting work includes an annual practice analysis, while the wealth management side covers investment management with client brochures and statements. The firm also compiled guidance on COVID-19 era programs including PPP loans and forgiveness, EDD/PUA unemployment assistance for the self-employed, the CARES Act, and FFCRA requirements and healthcare provider exemptions.
