Full Service Accounting Firm

We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.

Small Business Accounting

Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation

Payroll

Payroll Processing • Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax

Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems

QuickBooks

QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •

Advisory

New Business formation • Business Valuation • Internal Controls • Audits, Reviews, and Compilations

Non-profit

Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt

Personal Financial Planning

Retirement Planning • College Planning • Estate Planning • Insurance Assessment • Investment Planning

Virtual CFO

Business Planning • Financial Management • Risk Management

About Us

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Greg Cavalin

greg@cavalinacct.com

Greg Cavalin graduated from San Jose State University in 1984 with a degree in Business Administration with an emphasis in Accounting. He is a member of the California Society of CPA's and founded Cavalin Accountancy in 1993.

Industries Served

Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Landlords • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies

  • Greg is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Jim K.

  • Greg patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. He is professional, friendly, and keeps everything simple.

    -- Anne C.

  • Greg was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Sally W.

Contact Us

Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.

First consultation is free.

Call (707) 462-0100