Hope Financial Services in Simi Valley can assist you with your personal or small business tax planning and preparation, bookkeeping services and financial coaching needs. Mary Dalmau is an IRS Enrolled Agent and California registered tax preparer. She also is a certified Ramsey Preferred Coach.
Offices are located in Simi Valley, Ca. if you prefer in person meetings. However, online Zoom or Google Meets are welcomed too.
Tax Planning & Preparation
- Individuals
- Small Businesses
- 1099 Filing
- Payroll Taxes
- Sales Taxes
- Tax Representation
- Tax Planning
Bookkeeping Services
- Bookkeeping year round
- Month-end bank account reconciliation
- Preparation of financial statements
- Yearly budget, monthly forecasting and variance analysis
- General ledger chart of accounts setup
- Quickbook Online Portal setup and training
- Tax Compliance with quarterly taxes and maintenance
Financial Coaching
- Develop strong money management skills
- Understand your spending and saving habits
- Budgeting and tracking of expenses
- Debt elimination process and timeline
- Financial planning for retirement
- Reduce and alleviate anxiety
- Empower you to take control of your finances