About Us
Joey Wilson
My career has taken me from Quality Assurance Engineering in nuclear energy, A.I. R&D, Applications Engineering in Hi Tech and Smart Monitoring Systems.
My experience as General Manager in supply chain and distribution management sharpened my skill in acquisitions, finance and operations. Along the journey I fell in love with audio as quality Manager for Infinity Systems, now part of J.B. Lancing.
I soon ventured out consulting in the smart home, commercial integration industry marketing and business development. As a member of CEDIA and San Diego BIA, I had opportunities to connect with manufacture reps and integrators. Through these connection I began to understand that we all shared challenges, getting more clients and improving profit margins.
When there is a bit of free time I enjoy cycling, hunting, computers, traveling and learning new things.
Brenda Wilson
My story starts in Canada, where I was born and raised. I raised my four children there and worked for 14 years in the school system. In 2003 I met and married my dear husband Joey, who happened to be living in California. My children were grown by then so we married and I became an American/Canadian. I started working in a construction business with Quickbooks Desktop and became a Quickbooks ProAdvisor. In 2011 I launched my own business using Quickbooks Online and Quickbooks Desktop and it grew quickly. I have also worked seasonally in Canada preparing Cross-border taxes, for individuals who were American but lived in Canada and needed taxes done for both countries. I also am an Enrolled Agent with the ability to represent clients before the IRS.
Joey and I enjoy our beautiful city, our seven children and our eight grandchildren. In our spare time we enjoy travelling, cycling and exploring our beautiful surroundings in Temecula Wine Country.
Dear Friend,
I have a feeling I know why you’re reading this right now.
You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?
We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.
Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.
Or are you just starting your business and want to start things off on the right foot?
Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.
Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.
It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.
In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.
Click the button above to take your first step. And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Southern CA Area”.
Talk again soon,
Joey Wilson
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at 855-305-0007 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!
