New Client Questionnaire

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About Us

Gain peace of mind and free up your resources to focus on core business activities, ultimately contributing to your company's profitability and long-term success.

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Certifications

  • AIPB Certified Bookkeeper
  • QuickBooks® Online Certified ProAdvisor
  • CTEC #A240629
    (California Tax Education Council)
  • IRS PTIN #P01542202
    (Preparer Identification Number)

Contact Us

301 S. Miller, Suite 202
Santa Maria, CA 93454

Phone: 805.332.3425
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Hours: M-F: 9am-5pm, S-S: Closed

Intuit®, QuickBook®s, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks® ProAdvisor Agreement.

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