Temecula Accountants call 951-719-1515

Financial AccountingFinancial AccountingFinancial AccountingFinancial Accounting

ServicesServices

We are pleased to welcome you to We are pleased to welcome you to We are pleased to welcome you to We are pleased to welcome you to our office and we will do our office and we will do

thi t k thi t k everything we can to make your everything we can to make your visit a pleasant onevisit a pleasant one

While you’re waiting, we’d like to While you’re waiting, we’d like to t ll b t fit ll b t fitell you about our firm…tell you about our firm…

The firm was founded in 1994 and has 2 The firm was founded in 1994 and has 2 partners:

Fred Karma, EA, MBA

and

Nicole Albrecht EANicole Albrecht, EA

We have 3 other team members. We have 3 other team members.

Cathy Braico Staff VickyCathy Braico, Staff Tax Preparer

Vicky Assadourian, Administrative

Assistant

Michael Klein,Financial Advisor

We offer all the services that you’d normally expect from a tax accounting firm including…p g g

We provide our business clients with:We provide our business clients with:1. Financial statements 2 Comprehensive bookkeeping services2. Comprehensive bookkeeping services3. Accounting software training and

implementation on QuickBooks®implementation on QuickBooks®

We provide a comprehensive range of tax We provide a comprehensive range of tax services including:

Preparation of individual, business, estate, and p , , ,trust tax returns

Tax planningp g Business Consulting Representation of clients during tax auditsp g Incorporation set up

ButButWe’re

Different!

In addition to the “standard” tax firm, we offer In addition to the standard tax firm, we offer a full range of other services NOT normally offered by accountants…

Does your company have a pension or profit- Does your company have a pension or profitsharing plan?

If so, is it achieving your objectives?, g y j If you don’t have a plan, is it time to set one

up?p

We can help! We regularly assist our clients in We can help! We regularly assist our clients in addressing pension plan and profit-sharing plan issues :

1. Plan selection (401k, SEP, SIMPLE)( )2. Plan administration3. Reporting to the tax authoritiesp g4. Compliance with IRS and other regulations

1. Are you on track to reaching all your y g yretirement dreams and goals?

2. Are you concerned about the performance of i ?your investments?

3. Do you have the right allocation in your portfolio?portfolio?

4. Do you have the right amounts and types of life insurance?

5. Do you have disability and long-term care insurance?

We can help! These are concerns that we take very seriously and through our affiliated entity FAS Investments, Inc. we help our clients achieve their financial dreams and goals.

Securities offered through _1st Global Capital Corp., member NASD/SIPC

Are you committed to preserving your wealth over the long term and creating a lasting g g glegacy?

Do you want to be sure your estate is handled in the way you want it to be with assets transferred with minimal tax consequences?

We can help! We help our clients with:We can help! We help our clients with:1. Estate planning2 Wealth preservation2. Wealth preservation3. Wealth transfer4 Trusts4. Trusts

We are here to serve all your personal and We are here to serve all your personal and business financial needs, from accounting and business consulting to tax planning and preparation as well as comprehensive financial planning services.