We specialize in the areas that are critical to your financial journey.

Expertise

Working with Blum & Clark means you'll have board-certified, highly educated professionals with years of practical experience by your side.

  • Business and Personal
  • Smart Strategies
  • Complex Situation Planning

Advisory

Whether a start-up or an established enterprise, Blum & Clark helps you identify and achieve the specific tasks and strategies required to reach both short- and long-term goals. As the global economy becomes more complex, we work with you to select proper entity type(s), set-up or optimize accounting systems (We are Certified QuickBooks ProAdvisors.), design budgets, and plan for future business sales. 

We have up-to-date expertise in several challenging areas including multi-state and international tax matters,succession planning,financial analysis,and budget preparation.

  • Deep Understanding of Codes & Law
  • Customized Assessments
  • Broad Personal & Business Experience

Tax

Blum & Clark’s team of seasoned tax professionals will assess your individual and/or business tax circumstances, and then design a comprehensive plan to help you reach your goals while creating the most efficient tax scenario. 

The Blum and Clark team will guide you through the full spectrum of tax planning and preparation with attention to strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to achieve your financial goals.

Our business and individual tax clients come from a variety of industries including professional sports, dentistry, high net worth investors and family-owned small businesses. Whether your needs are calculating research and development tax credits; estate and financial planning; IRS representation; or board of director presentations, Blum & Clark will earn the opportunity to join your team of trusted advisors.

  • ‍Detailed Record Keeping
  • All Financial Statements
  • QuickBooks ProAdvisors

Accounting

Businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Blum & Clark’s accounting services include fastidious record-keeping and reporting ranging from monthly internal balance sheets and profit & loss to audited financial statements prepared for third parties. 

We will assist you in designing and implementing internal controls to ensure not only data integrity, but to deter theft or mismanagement of funds. Our QuickBooks ProAdvisors can teach you to use the software more efficiently with hotkeys and lesser-known tools, which saves you time and labor hours.

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