About Us

20 years of tax experience, working for you and your family

We do bookkeeping, payroll, taxes of all kinds, and are a notary public. Our focus has always been on helping small businesses and business owners get their paperwork organized. Marty used to say, “If you were good at the paperwork you wouldn’t need us.” (Until Marty Davis’ passing in 2015, we boasted being in business since 1983.)

We do tax preparation for individuals, business estates, and non profits. If you want someone who will do anything to lower your tax liability through honest and complete transparency, we are open to taking on new clients. Satisfaction and support are never a guarantee but are always a goal. Coming soon is a tax planning/advisor service focused on teaching business owners to take control of their business, and how to take advantage of tax saving tools.

Teresa R. Crisman, CTEC, RTRP

Teresa Crisman has received extensive training, guidance, and mentoring from her former business partners, including many years of successful bookkeeping and tax prep skills. She has over 20 years of experience in individual and business tax prep, payroll and payroll tax, and many other business related tax reporting. She has been a Notary Public in good standing with and for the State of California Secretary of State since 2005. She sits on the Board of Directors as the member at large, and chairs the Community Outreach Committee for the North of the River Chamber of Commerce, and of the recently formed NOR Community Education Foundation.

Terre Crisman has spent most of her life here in the city of Bakersfield, and Kern County California. She lived in few of the smaller communities, attending the first 3 years of high school in Wasco, CA (Class of 1987) before moving with her family back to Bakersfield for her senior year. Now living in Bakersfield, along with husband of 27 years, Jean Paul Crisman, and her (step) son Jeremy and grandson Diesel.

When she is not in the office, she enjoys engaging in her community outreach programs and volunteering with her husband (despite his protests) and her own time supporting all kinds of worthy causes and fundraising efforts. She is especially fond of Halloween events such as trunk or treats and safe Halloween street faires. For the last 4 years, she is recognized and honored as the main attraction for bringing a world class display of the levitating Wizard (a real person/husband Jean in costume and wizard mask) who appears to actually be levitating or floating above the ground ) at the Halloween night safe trick or treating event in Tehachapi, CA, hosted by the Tehachapi Chamber of Commerce and the Main Street faire committee.

Dear Friend,

I have a feeling I know why you’re reading this right now.

You need more time in your day. Running a business is extremely demanding, and there just isn’t enough time in the day to keep all the plates from spinning out of control. And what you need most right now is more proactive help with your business finances and tax strategy. As soon as possible. In fact, yesterday would have been ideal. Am I close?

We get it. We’ve worked with plenty of businesses who have to cobble together 9 different software programs to keep everything straight, or who just wash their hands of it all and put everything on the credit card … and then try to clean up every year after the fact. And they know that this is no way to properly monitor profit margins, cash controls, account management, tax strategy and all of the myriad components of an effective financial system for a business.

Perhaps this is your story too. Or perhaps you’ve reached a stage of development in your business that you want to pass the baton of accounting to another expert team so your expert team can focus on what they do best: making sales and taking care of customers.

Or are you just starting your business and want to start things off on the right foot?

Whatever the reason, we want you to know that our team has been diligently and effectively taking care of the accounting needs of countless organizations in a wide variety of industries—discreetly and expertly handling the ongoing financial management of tax burdens, payroll, bookkeeping, and other comprehensive accounting services while providing expertise in business planning, coaching, and strategic consulting that many businesses need.

Because here’s a certain truth as it relates to taxes and your business: the State and Federal Government would love to have more of your business’ hard-earned money in their accounts. And yes, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular business owners, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year.

It doesn’t have to be this way. You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books, feeling guilty about the time you should be devoting to keeping your business profitable.

In fact, to help you find answers to your questions, I’ve compiled some resources in the last couple of years, for business people like you, in response to the specific tax and accounting questions I’ve received from my clients.

Click the button below to take your first step, and receive a free report from us. We’ll rush your copy to you immediately.

And of course, feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Kern County Area”.

Talk again soon,

Teresa R. Crisman, CTEC, RTRP

PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time, because they’re not your standard “tax tips”.

PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their financials on their own. Our schedule is very full … but if you call us at (661) 872-7696 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with an accountant as painful as dealing with your books has already been!