| Cell: 415 308-0678 Fax: 415 704-3238 Lee@RileyAccounting.net Mailing address; PO Box 1146 Sausalito, CA 94966-1146 1001 Bridgeway, #229 Sausalito, CA 94965 50 California, 15th floor San Francisco, CA 94111 440 Olohana, #1711 Honolulu, CA 96815 |
| RileyAccounting.net Robert Lee Riley CPA MBA-tax Certified QuickBooks Pro Advisor |
| TAX RETURN PREPARATION ENTITY FORMATION, INCORPORATION, LLC'S TAX STRATEGIES FINANCIAL PLANNING QUICKBOOKS AND ACCOUNTING CRISIS MANAGEMENT REAL ESTATE CONSULTING AUDITED FINANCIAL STATEMENTS Many of my clients are; self-employed, in sales, real estate investors, or, may have some unusual tax, or financial planning complications. Quite a few of my new clients are simply starting out in life and need help with the basics; QuickBooks, record-keeping, and, perhaps just need a little extra hand-holding in dealing with life's problems. If you have tax, and accounting issues, I generally recommend that you begin by coming to my seminar, $20, where I introduce my super-simple, pre-configured QuickBooks file, for people who may be a little bit intimidated by computers, and accounting, then, after wards, I sit down with you one-on-one and set up QuickBooks, cost $50, but I credit back the $50 if you hire me to prepare your tax returns. I also understand the taxation of corporations, and LLC's, very well, and set up corporations, and LLC's at a very reasonable cost. I am a semi-professional real estate investor, so, I understand the issues. Finally, consulting, financial planning, crisis management, and real estate consulting, are also important aspects of my CPA practice. 2009 Tax Data Organizer. Down Load (First "Save" then "Open") Seminar Schedule Use this link to SECURELY SEND ME YOUR FILES - including your large QuickBooks files that will not attach to an E-mail How I Operate, and How to Best Work With A CPA Year End Tax Planning Financial Planning Issues for Unmarried Partners, LGBT, and Registered Domestic Partners Books You Should Read. IRS FTB: California Franchise Tax Board. EDD: California Employment Development Department. Resume. Bookkeeping, Banking, Budgeting, and Saving for Retirement. Tax Saving Strategies for Individuals. Tax Saving Strategies for Businesses. What to Look for in your Business Financial Statement. Crisis Management. Recent Tax Law Changes. Tax Dangers and Annoyances. Why Should I Incorporate? The Importance of Designating a Beneficiary of your IRA. Becoming a parent. Medical Reimbursement Plans. Expense Reimbursement Form. QuickBooks File The information contained in this web page, and the links, is educational and is not specific tax advice. Some information may be outdated. Privacy Statement. |
| TESTIMONIALS FROM MY CLIENTS ON-LINE MARKETING COMPANY Lee is an entrepreneur’s accountant/CPA. He’s tech savvy and has the business smarts that make it easy to focus on your business. Joseph Loll, President Blaxo Industries Inc. info@blaxo.com WOMAN OWNED BUSINESS ENTREPRENEUR I have been employing Lee Riley’s services for 13 years and find his prices to be very reasonable. As a young single woman who had never been well-versed in tax preparation, I have come to rely on Lee’s expert tax preparation and advice, particularly regarding business ventures. Lee has consistently prepared my tax returns with the utmost attention to detail and accuracy. Lacking background in accounting, I can honestly say that I feel very confident working with Lee because of his inherent patience and his ability to explain tax issues in plain language. Also, of great benefit to me are his suggestions on how to organize my record keeping for efficient processing (particularly including useful information I have learned when attending Lee's seminars). I decidedly recommend him. Flora Errico email address available upon request ATTORNEY AND ENTREPRENEUR We always appreciate Lee Riley's conservative and ethical approach to our finances and taxes. He keeps us on a growth strategy without the sleepless nights. Perhaps that is why we have worked with him about 17 years. Lee Riley has always provided us the prompt, professional and best approach to our financial overview and yearly tax preparations. He has handled the complexities of multi-state returns as well as stock options, retirements, and small business. Joel Lamp, and Rebecca Goforth mayway@aol.com NON-PROFIT Lee Riley has saved us a tremendous amount of money in taxes each year! He has fantastic knowledge of all the tax laws and is quick to respond to any tax questions we have! He has a huge wealth of knowledge on personal, business and non profit tax structures! Marcella Churchill marcella.churchill@gmail.com PART TIME RESTAURANT, AND HMO EXECUTIVE I found Lee Riley through his work with the Small Business Administration when I started my first small business in San Francisco. He was invaluable in guiding me through the steps of corporate finance and filings, tax issues, funding options, and financial operations. I have used him since for both personal and corporate tax submissions. He has provided me with expert advice and saved me a lot financially. Mike Fedor, Health Care Executive and owner of It's A Grind Coffee House, San Francisco michaelfedor@sbcglobal.net RETIRED REALTOR, AND PROFESSIONAL REAL ESTATE INVESTOR Lee Riley has been my accountant for about 30 years. His year end tax returns have always been timely and accurate. Henry Merten, Realtor, Real Estate Investor hjmerten@sbcglobal.net DESIGN CONSULTING Upon recommendation of a friend, I went to one of Lee's classes. I learned a great deal in this class and also found it interesting across a variety of business topics so decided to meet him in person. While I had used different accountants in the past, I merely handed them over lots of paperwork and left it at that to be completed. When challenges to these filings came up afterwards I had no idea where to start understanding my own details. In working with Lee, I took more responsibility in understanding my own financials, tax implications, and he was always immediately responsive on any questions I had across his areas of experience. I would highly recommend working with Lee. Stephanie.Kubacki@Diageo.com ARCHITECT AND AUTHOR I hate taxes. In fact, I dread them. Lee makes them appear effortless. When I am in a panic, his confidence, experience and calm personality put me at ease. He knows exactly what needs to be done and is a genius at these small business issues I face on a daily basis. Eric Corey Freed Principal, organicARCHITECT Author, "Green Building & Remodeling for Dummies" eric@organicarchitect.com REAL ESTATE DEVELOPMENT Lee Riley has been doing our taxes for over 20 years. Over that period of time he has always been timely, responsive and able to offer sage advice as our returns got more complicated. He is a trusted advisor. David and Linda Carroll White Wing Development lcarroll@morganlane.com FINANCIAL PLANNER SAN FRANCISCO Lee provides thorough, comprehensive tax advice in a timely and professional manner. Lee works closely with his clients to encourage their knowledge and success in all areas of their tax and financial lives. Coupled with his extensive tax knowledge and industry experience, this commitment to help and educate his clients sets him apart in the world of CPAs. Kate M. Wilusz, CRPC® Financial Advisor | Chartered Retirement Planning Counselor® practitioner Advanced Advisor Group Ameriprise Financial Services, Inc. 455 Market Street, Suite 1480 | San Francisco, CA 94105 Office: (415) 777-1518 | Fax: (415) 777-1216 kate.m.wilusz@ampf.com ameriprise.com CA Insurance #0E54515 FINANCIAL PLANNER MARIN COUNTY What I have noticed about Lee and his work ethic towards his clients is his attentiveness to detail specific to each person he works with. In my experience in working with him, he has been consistent in making recommendations for his clients that have their best wishes at heart confirming his efforts of building "clients for life". Having similar work philosophies affords me great confidence in recommending Lee for his experience in helping people with their financial needs. Richard. B. Pitt CRPC ® Senior Financial Advisor An Ameriprise Platinum Financial Services SM practice Ameriprise Financial Services, Inc. Suite 203 1099 D Street San Rafael, CA 94952 Office: 415-492-1723 | Fax: 415-492-1739 Toll Free: 888-492-1723 | richard.b.pitt@ampf.com http://ameripriseadvisors.com/richard.b.pitt/ CA Insurance License #0B51785 HEALTH SPA Lee has been helping me for quite some time - well before the first sale at my business. He helped me get Quickbooks set up which enabled me to start entering transactions right away. But it is his expert tax preparation which has given us the most beneficial results. My husband and I have an extremely complicated tax situation and Lee has helped us out tremendously in many ways, including by getting us very large tax refunds. We are forever grateful for his expert services. Jean Rashleger meditrinaspa@yahoo.com CATERER Thank you for great service and for all the referrals. I am looking forward to doing business with you in the future. Gabriel Vaturi Windfall Catering, San Francisco (415) 309-0341 gabivat@windfallcatering.com SEMI-RETIRED I feel very lucky to have had Lee Riley as my tax accountant for many years. I value his advice and his professional thoroughness in dealing with my involved account. His fees are fair and I certainly feel I'm getting my money's worth with Lee. And it is always a pleasure to sit down with him when I pass on my box of receipts once a year. Bill Jones BillWJones@aol.com CONSTRUCTION CONTRACTOR We have retained the professional services of Lee Riley for the past eight years. Mr. Riley is an extremely competent, efficient, and kind CPA. My husband and I have enjoyed working with him and plan to continue our professional relationship with him. Neither my husband nor I profess to be that financially savvy. Lee has definitely guided us in this area and because of him and his gentle guidance we have a SEP plan in place for our small business, we use QuickBooks religiously to track all personal and business expenditures, and we are currently setting up an HSA plan to reduce our medical insurance costs. Lee has greatly aided us in reducing our tax liability. His website is an excellent reference and is a wonderful tutorial for those interested in reducing their tax burden and for those interested in finding out more about the U.S. tax code. Finally, we have had many questions over the years due to real estate purchases and sales, foreign investments, and various other tax questions. Lee has always answered all our questions with the utmost promptness and courtesy. I have no hesitation in recommending him. We greatly appreciate all his efforts. Manuela de Jong Mark de Jong Bloemendahl Construction mmdejong@hotmail.com CORPORATE EVENT PLANNER WOMAN OWNED BUSINESS FORTUNE 100 CLIENTS, AND PRIVATE PLACEMENT CLIENTS, WEDDINGS, ETC. Lee has not only done a superb job on my company’s taxes, but has also helped me understand the process to be prepared throughout the year. His efficient system for payment and filing has saved me time, which saves me money. Birgess Moore B-Line Events birgess@blineevents.com REALTOR Brilliant, efficient and professional ---- are attributes that Lee’s clients of recent years would agree apply to his work. I have been a client for 20 years when we actually met at his office to go over annual records. Therefore, I can confirm that Lee is also personable, handsome and funny! Thanks to him I have never been audited by the IRS! MJ Thomas Hill & Company, Union Street mjinsf@comcast.net BUSINESS BROKER Lee has been an invaluable help to me over the years, handling tax issues with the purchase and sale of companies, multiple state home ownership, international properties, and IRS audit. All these variables were considered and the tax questions were handled cleanly, simply, with advantageous tax results. I highly recommend Lee. Cindy Osborn The Entrepreneur's Source coesource@comcast.net ESTATE PLANNING, LIFE INSURANCE, MONEY MANAGMENT Lee has been my tax accountant for over 15 years. He has earned my continued business through the effectiveness of his work on my returns. I am so convinced of his thoroughness; I rest assured when referring new clients to him. James de Tomasi, Insurance and Financial Services 1750 Montgomery St. Ste. 116 San Francisco, CA 94111 (415) 773-5377 detomasi_jim@nlvmail.com |
| Here is the schedule for my monthly seminars at Score and the SBA. |
| TESTIMONIALS FROM MY CLIENTS FROM WOLFRAM ARNOLD A LEVEL 2 WEBSITE PROGRAMMER wolfram@wtaconsulting.net RubyFocus.biz If you run a business and you subscribe to the automate-everything philosophy of organizational efficiency (nods to Dave Allen of Getting Things Done and Mark Hurst of Bit Literacy) and you want to bring the same level of sophistication to that anxiety-driving area of accounting, bookkeeping and tax filing, then Lee Riley of Riley Accounting is your man. Lee is also your man if you believe that the more data you store and make accessible electronically the more you can find opportunities that wouldn't exist in a paper-based process. The IRS is subjecting your returns to these types of analyses to find problems, so why not harness the same concepts to avoid them in the first place? The tax code is more complex and more subject to interpretation than a naive layperson such as myself might think. The level of knowledge of the tax code is not what distinguishes a good CPA from a bad one. The knowledge of how the taxing authorities apply the code and process returns is what creates this distinction. If you want to hire a man who knows the system and empowers you, the business owner and tax payer, with the knowledge to make smart decisions, then Lee is your man. Because of the way Lee works, you need to get your systems up to speed. That means to convert from a filing system of receipt-stuffed drawers and bank statements scattered in random places replete with annual crises at tax time, to a system that holds everything electronically, and minus the crises. Lee recommends QuickBooks (which I had some big resistance to because it looks old and clunky to me--I'm a Web2.0 software consultant) and NeatReceipts to scan your receipts. Both run best on Windows, which was another point of resistance for me, but thanks to virtualization software it became manageable. If you can't convert to this type of process, you may not be able to leverage its advantages and then Lee may not be your guy. If you can, however, then bookkeeping and accounting loses not only its emotional charge but you get actual tax savings out of it, and Lee can help you most effectively. Lee teaches seminars how to convert to this process and he's been exceedingly patient in meeting me for hours of his time to help me get up to speed. He also publishes guidelines, fact sheets and very helpful hints that have been invaluable in guiding me through the myriad of choices of how to do things tax-wise and business-wise. He views this as an investment into an effective client relationship. He's been responsive on email and in person in that regard, I'm aware of the overhead this creates on him, and it's in my own best interest to need less and less of his time. Lee will tell you how it is, he's not the one to sugar coat, but he's friendly and patient. Money and taxes can be a hugely emotional topic for many people, myself included. Ask yourself what you want: a CPA or a psychologist. Choose the best person for each area you need help with. Don't expect both to come in the same person, because you'd get at best an average of either. All said and done, his fees are very reasonable. LIFE INSURANCE SALES Simply Awesome! I can not say enough good things about Lee. He has helped me get my new business up and running in more ways than I could have imagined. He is accurate, friendly, and understands the key issues many small businesses must address. I give him the highest possible recommendation. Call him, send him an email, go to his Quickbooks class, you will not be disappointed! Timothy Barlow timothy.barlow@nmfn.com SOFTWARE PROGRAMMER Lee Riley does a better job of using technology than any CPA I have ever known. He makes everything as efficient as possible throughout the entire process. James White dpci@yahoo.com AUTO BROKER/DEALER I met Lee Riley at a business event nearly 7 years ago; he’s been my CPA since then. He was very helpful in making sure that I had the correct legal entity, correctly pointing out that the LLC, which I had just formed, could incur substantial tax liabilities as a result of the California gross receipts tax on LLCs. Lee advised that I change my business entity to an S-corporation instead. This change has saved me many, many thousands of dollars in tax. I highly recommend Lee. Dave Sutch , President My Car Guy, Inc. San Francisco 415-255-2077 Dave@MyCarGuy-SF.com www.MyCarGuy-SF.com If you wish to send me a testimonial, I would be happy to post it here. |
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