Client Services
Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.


Tax Services

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation. Given that our firm serves many well known musical groups who tour through out the world, we have developed a special expertise in the area of foreign tax minimization and compliance with foreign income tax reporting and filing requirements through affiliations with local CPA firms resident in foreign countries.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. The firm is highly regarded by the local offices of the Internal Revenue Service and Franchise Tax Board.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. In conjunction with estate attorneys we have worked with over many years, we can guide you through the complex process of getting your financial affairs in order.

Consulting Services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Consulting

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.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations. In 1998 alone, the firm has represented business sales exceeding $200 million in combined gross sale price.

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. We work with a number of investment advisors to assist you in making the proper investment decisions and to monitor your investment portfolio.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. We can assist you assessing your retirement needs, resources and realistic timing of your retirement.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level. Given Timothy J. Jorstad's extensive banking experience in the real estate development industry and as a founding shareholder and Chairman of Business Bank of California and AltaPacific Bank, the firm has a valuable resource in assist its clients with their financing needs.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not 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

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Computerized payroll services

*Business tax return preparation (Sales & Use/Business Property)

*Personal financial statements (unaudited only)

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping. Good bookkeeping and record organization enables the business' income tax returns to be prepared in the most cost effective manner possible.

Forensic Accounting

We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.

Other Services

Litigation Support

Litigation support involves the quantification of economic damages pursuant to existing or pending litigation using accounting and auditing techniques. We have experienced competent staff who can compile information efficiently to assist in the calculation and documentation of any potential economic loss or damages. The firm has done extensive work for a large insurance company in evaluating lost income claims due to personal injury events.

Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases and Timothy J Jorstad has qualified as an expert witness in excess of fifty times in judical and jury trial. He has testified as an expert witness many more times in mediation and arbitration hearings and has been deposed in excess of two hundred times.

Notary Public

Bring us your important documents to notarize.

Other Services

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.

*Investment review *Litigation support *Cash flow forecasting *Expert witness services *Family Law Matters (property settlements)

Miscellaneous

Real Estate Transaction Expertise

Expertise in assisting clients in purchasing, selling and financing real property including structuring complex tax deferred like-kind exchanges and refinancing evaluations.

Music & Film Industry Expertise

The firm represents well known musicians and musical groups in all aspects of business operations including artist and publishing royalty administration, contract compliance audits, entity selection and structuring, touring related issues; minimization of foreign tax liabilities and review of all business and licensing opportunities and contracts.

Banking Assistance

Timothy J Jorstad is a founding shareholder and chairman of AtlaPacific Bank, a California state charter institution headquartered in Santa Rosa, California. He has extensive experience in assisting his clients determine their banking needs in establishing banking relationships and credit facilities.