Profile


We have been the top-choice of local businesses for over twenty years. We offer a wide range of financial and tax planning services, including: income tax preparation, business services (formation, payroll, bank reconciliation, budgeting, etc.), estate planning and more. We work with you on a personal level to determine the best solution for your unique needs, then couple it with our seasoned expertise to achieve the best possible results.

Staff Profiles


Sharlet L. Gilbert, EA
President

Graduate of UC Berkeley, California.  25 years Bookkeeping experience, 10 years tax preparation experience.  Former computer programmer specializing in mid-sized business accounting programs.  Specializing in business account set up and data repair, individual 1040 tax preparation, payroll and bookkeeping.  Emphasis on church, non-profit and small business services.  Software support in Quickbooks, Peachtree, Church Management Solutions, PowerChurch, CDM, Logos and others.