In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website
You will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
Information provided on the World Wide Web by Alvarez & Shelley, Professional Corporation is intended for reference only.
The information contained herein is designed solely to provide guidance to the reader, and is not intended to be a substitute for the reader seeking personalized professional advice based on specific factual situations. Information on this web site does NOT constitute professional accounting, tax or legal advice and should not be interpreted as such. Although Alvarez & Shelley, Professional Corporation has made every reasonable effort to ensure that the information provided is accurate, Alvarez & Shelley, Professional Corporation, and its shareholders, managers and staff, make no warranties, expressed or implied, on the information provided on this Web Site. The reader accepts the information as is and assumes all responsibility for the use of such information. All information contained on this Web Site is protected by copyright and may not be reproduced in any form without the expressed, written consent of Alvarez & Shelley, Professional Corporation. All rights are reserved. We also encourage you to contact your own tax advisor for further information and guidance.
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you.
We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
We believe in the value of relationships.
We view every client relationship like a partnership, and truly believe that our success is a result of your success.
We are committed to providing close, personal attention to our clients.
We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Alvarez & Shelley was organized in 2003 by Louis Alvarez and Francis Shelley, both of which were long time employees (1986 and 1988, respectively) of McCay Accountancy Corporation.
The principle of McCay Accountancy Corporation, Keith McCay, was planning on reducing his business in anticipation of retirement. Louis and Francis had long standing relationships with a majority of the clients of McCay Accountancy, and therefore, the three of them came to an agreement to transition the business to the new firm. Keith has continued in the past few years with the firm in a reduced capacity while enjoying retirement, but his expertise in many areas of taxation and relationship with many of the clients are a vital resource for the firm.
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:
General ledger & financial statement preparation
Accounting system setup for new businesses
Computerized payroll services
Business tax return preparation (Sales & Use/Business Property)
Personal financial statements
Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
Audit - an intensive examination with the highest level of assurance
Review - some analytical procedures conducted with limited assurance
Compilation - based upon client information provided and used primarily for internal use.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:
Accounting software selection and implementation
Type of entity selection
Buying/selling a business
Financial & retirement decisions
Estate, trust & gift planning
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
Mergers & acquisitions
Cash flow forecasting
Employee benefit plans
Expert witness services
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.
Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
Federal Tax Forms & Irs Publications
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. The calendar is updated regularly, so check back often to keep track of filing requirements, deadlines, and other events that will help you stay current and up-to-date. The calendar below shows important tax due dates and other events. Events have been categorized as Individual, Business and State tax due dates, as well as general Firm events. Hover over an event to view its details.
Monday, Jun 01, 2020
Sales & Use (Boe-401-A2)
California: Business - Monthly filers required to file Form BOE-401-A2 for sales and use tax collected in April.
Special arrangements can be made outside of regular business hours
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.