Spend More Time Doing What You Do Best

We’ve done such a good job for our business clients, many of them also employ Searle Financial to help them with their personal finances as well. We can help you manage your finances and grow your wealth, with all the bookkeeping and personal tax preparation services you need on the home front.

· Quicken / Bookkeeping
· Budgets
· Income Tax Preparation
· Bill Payment
· Accounts Reconciliation
· General Ledger
· Tax Planning
· Investment Planning and Management
· Retirement Planning
· College Savings Plans and 529 Plans Setup
· Financial Counseling,

We can also assist you in other areas that are sometimes troublesome, including...

· Computer & Email Setup
· Computer Training
· Networking
· Data Security
· Local and offsite data backups

Certified Tax Prep

We are certified as a Registered Tax Preparer by the California Tax Education Council.

Testimonials

We’re proud of our long-term relationships and invite you to see what our clients
have to say.

> more