We specialize in providing tax, accounting, estate planning and investment advice. We deal with closely held private and family businesses, their owners and other high net worth individuals. We strive to provide efficient, effective, professional services in a timely manner.

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Tax Services Report

We feel our job is to reduce or defer your tax liabilities and to uncover all potential tax advantages applicable to your unique situation. We strategize, plan and use computer based research to monitor the constantly changing tax laws and regulations. We prepare tax returns for businesses, not-for-profit organizations, individuals, estates, trusts, partnerships and corporations.

Accounting Services Report

Businesses often need financial statements prepared by an independent CPA firm for credit granting, bonding accreditation or other purposes. We provide such services. We don't perform verifications or offer assurance or opinions on the information contained in the financial statements.

Investment Advisory Report

Lajala & Associates is a registered investment advisor with the State of California. As such, we provide professional management of investor assets using top-performing no-load mutual funds. Our goal: to allow clients to participate in gains during rising market periods, and to preserve clients' capital in declining markets-without risk of picking individual stocks.

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