Loomis, California

Bookkeeping and tax services.

Efficient help for local owners who want the books, the payroll, and the return handled in town. Call, or request a free consultation.

Services

All eight services

Bookkeeping, income tax preparation, and payroll in Loomis, California.

The books

  • After-the-fact bookkeeping

    Send bank and credit card statements at the end of the month, or on another predetermined period, and they are entered in your bookkeeping software.

  • Accounts receivable

    Accurate, timely management of your accounts receivable information.

  • Billing and bill paying

    Billing is accounted for, and payments are arranged, so that work is one less thing on your desk.

  • QuickBooks management

    QuickBooks is set up properly, with the adjustments a small business needs along the way.

Tax

  • Income tax preparation

    Income tax preparation to help you file correctly. The office prepares personal income tax, charitable organizations, trusts, and business returns.

  • Tax compliance and planning

    Help staying in compliance with federal and state rules, with taxes filed accurately. Business returns include income tax, payroll, and sales tax.

Payroll

  • Payroll

    Accurate records of salaries, wages, bonuses, and the related tax information, including help setting up payroll and the requirements that come with it.

Customized accounting

  • Customized accounting

    For work that is not listed above, the office also offers wealth management, financial planning, debt and budget courses, and student-loan debt analysis. Those services are not the same credential as bookkeeping. Jackie DeMartini is an Enrolled Agent. Ryan DeMartini is a CFP®. JC Bookkeeping is not a CPA firm.

JC Financial Services

Looking for financial services beyond bookkeeping and tax? The related firm is JC Financial Services. JC Bookkeeping is not a CPA firm, and a referral is not the same credential as the bookkeeping team.

Request a free consultation

Free consultation

Give us a call and we can set up a free consultation.

Tell us about the books, the payroll, or the return. The conversation starts by phone or on the contact page. There is no calendar on this site.