David Williamson

Comprehensive tax preparation for individuals and businesses using advanced software to ensure accuracy and maximize deductions. Our CPA-certified team handles complex returns including 1040s, 1120S, and 1041 filings. We focus on identifying all eligible credits and deductions while maintaining full compliance with current tax regulations.

Professional QuickBooks implementation tailored to business needs, including chart of accounts creation and system integration. We ensure proper configuration for payroll, inventory, and financial reporting. Our setup process optimizes software functionality for your specific industry requirements.

Strategic business advisory services covering cash flow management, financial planning, and operational efficiency improvements. We provide expert guidance for business formation, growth strategies, and financial decision-making. Our consulting helps businesses optimize their financial operations and long-term sustainability.

Proactive year-round tax planning to minimize liabilities through legal strategies including income deferral and deduction optimization. We analyze changing tax laws to implement effective strategies for individuals and businesses. Our planning helps clients reduce tax burdens while maintaining compliance.

Fractional CFO services providing strategic financial leadership for growing businesses. We offer budgeting, forecasting, and financial analysis support without full-time executive costs. Our services help businesses make informed financial decisions and improve overall financial health.

Certified Public Accountant with 41 years of experience in tax preparation, business consulting, and QuickBooks implementation. Specializes in individual and corporate tax strategies while maintaining active CPA certification through continuing education.

We provide comprehensive QuickBooks setup, business accounting, cash flow management, new business formation, and part-time CFO services tailored to small business needs.

Our focus includes individual (1040), S Corporation (1120S), and Trust (1041) tax returns with strategic planning to maximize deductions and minimize liabilities.

Yes, we offer complete QuickBooks setup, customized training sessions, and ongoing support to ensure efficient software use for your specific business operations.

We provide year-round tax planning strategies to legally minimize liabilities, including income deferral, deduction optimization, and retirement planning techniques.

While we prefer in-person consultations, we offer remote QuickBooks support, virtual tax preparation, and online document exchange for client convenience.

David has done my taxes for a few years now and is very fast and efficient. He is always available for me. His entire office is extremely professional. If you are looking for a CPA I highly recommend David.

David, this is a good opportunity to tell you what i intended to call you and tell you yesterday. THANK YOU (caps for emphasis) for being so professional and pro -active on the PPP subject. Your pro-activeness and early communication to your clients about the fact that it existed, as well as how to proceed, allowed us to take advantage of this program. I have heard from several small businesses who were left behind because no-one (any professional enlisted to help a small business) prompted them to act.

I actually talked to one of the body shops that we work with that was able to take advantage because a CPA who was not that body shops reached out to them when their own CPA did not. Anyway, thank you for promoting us early and keeping us informed. Thad Treece, Dentpro of Redding