Tax & Accounting

Arxis Financial seeks to provide the highest level of professional services, expertise and performance. Our core competence is built on our abilities as CPAs to offer superior expertise in the essential services needed by most businesses:

Arxis Financial has extensive experience in reporting on traditional financial statements.  We recognize that business owners rely upon their financial statements to understand the status of company profitability and cash flow.

Our services include:

Reviews & Compilations
Whether for owners, investors or lenders, periodic financial statement reporting is a key element of running and monitoring a business.  Arxis Financial takes pride in preparing our reviews and compilations; in fact, we voluntarily participate in a Peer Review program that reviews and validates our systems and procedures.  Our decades of experience in working with businesses in a variety of industries is a crucial element in developing reliable information.

Bookkeeping Services
Arxis Financial assists clients in managing their accounting and bookkeeping functions. Our services include:

  • General ledger maintenance and adjustment
  • Bank reconciliations
  • Payroll tax compliance
  • Sales tax compliance
  • Fixed asset and inventory records

For further information, please contact Chris Boynton, Partner, at 805.342.0740 or via email; or Jedi Johnson, Partner, at 805.342.0750 or via email.

Changing tax laws continually drive the way business and personal finances are managed. Making appropriate decisions about the future are further complicated by the ever-growing array of financial planning options. These changes require the experience and resources necessary to provide specific solutions to specific problems.  Arxis Financial provides complete tax consulting services for clients with a variety of needs. Individuals and businesses seeking the financial edge to grow and remain profitable require expert assistance in minimizing taxes and assuring tax compliance.

We assist clients with a wide variety of tax needs, including:

Tax Planning
Our professionals integrate business and personal tax strategies to minimize overall tax liabilities.  Whether your tax situation is straightforward, complex, or simple, we add value to the process.  Examples of our tax planning services include:

  • Short and long-term business and individual tax planning tax planning
  • California and multi-state tax planning
  • Tax planning for business or personal transactions
  • Tax advice involving mergers and acquisitions
  • Tax-free real estate exchanges
  • Cost segregation studies

Income Tax Return Preparation
In conjunction with our highly regarded Tax Planning Services, Arxis Financial provides the proper tax authorities with timely, accurate and thorough tax filings.  We follow the tax laws while also seeking opportunities to minimize taxes.  Finally, we make certain that you adequately understand your completed returns.

Estate & Gift Taxes

Additional Tax Services

  • Consulting on payroll, sales and excise taxes
  • Representation before IRS and Franchise Tax Board

For further information, please contact Chris Boynton, Partner, at 805.342.0740 or via email; or Jedi Johnson, Partner, at 805.342.0750 or via email.

Arxis Financial offers litigators exceptional forensic accounting support.  With thousands of clients served over the decades, we have developed a depth of expertise in working with businesses of all sizes from many industries, as well as individuals throughout all economic strata. This experience carries over significantly to our “Forensic Accounting” practice.

Our services include reconstruction of accounting records, analysis of business transactions, document review and tracing, and expert witness testimony.

Our professionals assist in quantifying the financial and economic issues in matters involving:

  • Business Interruption
  • Business Valuation
  • Owner Disputes
  • Fraud
  • Contract Disputes
  • Employee Theft
  • Estate, Gift and Probate
  • Government regulations compliance
  • Insurance Claims
  • Insurance Fraud
  • Inventory Losses
  • Loss of Earnings
  • Marital Dissolution
  • Mergers and Acquisitions
  • Personal Injury
  • Probate
  • Product Liability
  • Professional Malpractice
  • Property and Liability Losses
  • Trade Secret Theft
  • Wrongful Termination

We apply detailed investigation and analysis that is necessary to uncover essential facts and provide meaningful insights. Expert analysis and conclusions are presented in depositions and trial at local, state and federal court levels as well as mediation and arbitration.  We assist attorneys in interpreting the data, and help counsel to understand and analyze events or issues. This level of support can be a key asset in determining a legal strategy as well as reaching a reasonable and efficient conclusion.

For further information, please call Chris Hamilton, Partner, Arxis Financial, Inc. at 805.342.0749 or contact him via email.

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. Arxis Financial provides a full range of probate and estate accounting services.  We apply the same comprehensive approach to estate planning as rendered in our other services.

We offer personalized services for individuals and family-owned and closely-held businesses including:

Estate Planning
Effective estate planning helps you to get your financial affairs in order, while utilizing tax minimization strategies and techniques.  A comprehensive program provides financial security for the surviving spouse, allows for the orderly transfer of assets to beneficiaries, and helps to reduce taxation for the transfer of business assets.  Our professionals help you to navigate through this complex process.  A key aspect is identifying the client’s estate planning goals which often vary from client to client.  After a thorough analysis, we then recommend strategies to meet these goals, which may involve:

  • Gift planning
  • Charitable planning
  • Estate tax planning
  • Business succession planning
  • Trusts
  • Wills
  • Alternatives to traditional estate planning

For those planning instruments that involve legal documentation, we work closely with the client’s attorney to make certain the plan is effectively drafted and implemented.

Probate and Estate Tax & Accounting
Arxis Financial provides trusts and estates with a complete range of probate and estate tax and accounting services.  These include:

  • Trust and probate accounting
  • Tax compliance:
    • Trust tax returns (1041’s)
    • Estate tax returns (706’s)
    • Gift tax returns (709’s)
  • Consulting for executors and trustees

For further information, please contact Chris Boynton, Partner, at 805.342.0740 or via email; or Jedi Johnson, Partner, at 805.342.0750 or via email.