Office & Business Solutions

read moreWe'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us. The following pages should give you an idea of what we're all about. We hope you enjoy them!

read moreAs a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! These tasks form the solid foundation of your small business accounting system. You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services. Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.

read moreCaroline has been a client since 2003. She left being a recruiter 5 years ago and decided to be a stay at home mom. She decided to go back to work and was hired in 2015 to work the tax season part-time. Her role changed this year and she is now become the new face of Maier-Richmond at the front desk. Caroline loves to work with clients. She is enjoying learning the business and taking on more responsibilities. She resides in San Jose. She loves to spend time with her kids and be part of the school community.

read moreOpening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

read moreWe can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you. Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items. Income Statement with very specific revenue and expense categories like donations, salaries, postage, rent. Functional Expense Statement with all the expenses allocated to either program services, fundraising, or operations. Individual Program Expense Statement that reports all of the expenses for each program or service like seminar programs or educational mailings.

read moreWhy leave your money sitting in a bank account earning for other people when you can put it work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

read moreMelissa joined our team in 2012 in the busiest part of tax season and quickly became the face of Maier-Richmond at the front desk. She excels in customer service and goes out of her way to help our clients. One interesting fact about Melissa is that because of her prior employment and her extensive volunteer work and outgoing personality, she actually knew many of our clients personally. Melissa enjoys learning more about our business and has taken on more duties as time has gone on. She resides in San Martin with her husband of two years and is a graduate of San Jose State University with a degree in Hospitality, Recreation, and Tourism Management.

read moreMichael Gerber's The E-Myth Revisited should be required reading for anyone thinking about starting a business or for those who have already taken that fateful step. The title refers to the author's belief that entrepreneurs--typically brimming with good but distracting ideas--make poor business people. He establishes an incredibly organized and regimented plan, so that daily details are scripted, freeing the entrepreneur's mind to build the long-term success of the business. You don't need an M.B.A. to understand or follow its directives; Gerber takes time to explain buzzwords and complex theories.