San Diego: (760) 431-8350
Simi Valley: (760) 802-0079

Tax Accounting & Preparation
Your Success Is Our Success

Accounting & Payroll

We offer a wide range of services that allows us to meet the distinct accounting and payroll needs of our clients. Our knowledgable staff understands how to best meet your requirements.

Business Consulting

Let us help put your business on the map as a thriving competitor in your field. Whether you are just starting out or looking to maximize your current position, we’re your trusted advisor.

Financial Services

We understand every industry has specific accounting requirements. Our knowledgable staff takes the time with each client to understand how to best meet those unique requirements.

Income Tax Preparation

We invest hours of research & education, staying on top of latest tax law changes to guarantee clients benefits they seek. We believe in long-term relationships & advice throughout the year.

 

Over 40 Years of Experience on Your Side

 
At Bill Slattery & Associates, our goal is to assist our clients in every aspect of their financial lives. Our extensive training and education in all areas of your financial needs, enables us to be trusted advisors to all our clients. We provide tax return preparation, planning, accounting, comprehensive business consulting, payroll services, business valuations, audit representation, and retirement planning.

 

Accounting & Payroll Services

 
Offering a wide range of services allows us to meet the distinct needs of our clients. We understand every industry has specific accounting requirements. Our knowledgable staff takes the time with each client to understand how to best meet those requirements.

We focus on the Details….It is this quality of work that sets us apart.

When starting out, many companies wish to keep as much in-house as possible in order to save costs. To accommodate this need, we offer a la carte services:

QuickBooks

• Software download and installation
• Remote one on one training sessions with your staff

As Your Business Grows

Many of our clients choose to delegate their accounting needs to qualified hands. Many clients choose to outsource part or all of these services:

• Monthly Bookkeeping
• Payroll Including Tax Reporting & Electronic Payments
• Financial Statements
• Sales Tax & Other Governmental Agency Compliance Issues

With Options Of:

• Monthly
• Quarterly
• Annually

 

Business Consulting

 
To be successful in business seeing the bigger picture is most important. Being well rounded in all matters pertaining to your finances puts your business on the map as a thriving competitor in your field. Whether you are just starting out or looking to maximize your current position, Bill Slattery and Associates is your trusted advisor.

 

Financial Services

 
We understand every industry has specific accounting requirements. Our knowledgable staff takes the time with each client to understand how to best meet those requirements.

• Tax Planning
• Planned Purchases & Equipment
• Employee Benefits
• Professional Development
• Management – Organizational Charts
• Investments
• Succession Planning
• Retirement Planning

 

Tax Services

 
We invest hours of research and education staying on top of the latest tax law changes in order to guarantee clients the benefits they seek. We use our knowledge and experience to aggressively minimize tax liability legally and ethically. At Bill Slattery and Associates we believe in establishing long-term relationships with our clients and providing them our services and tax advice throughout the entire year. Providing them with this personal attention is essential to helping us get to know each client’s circumstances and to gain their trust.

Bill Slattery & Associates devotes our time to:

• Keep up to date with the latest tax laws and credits
• We maintain the most cutting edge tax and accounting software
• Knowledge of each industry in order to find tax breaks and credits

 

Fee Schedule

 
For a current and accurate quotation for services, please contact us directly.

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