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At Cole & Company Services, our mission is to bring clarity, confidence, and peace of mind to business owners, self-employed individuals, and individual tax filers through personalized bookkeeping, clear financial reporting, and organized tax-season coordination. We believe that effective financial reporting is the foundation of a thriving financial life and business, and we are committed to supporting our clients with integrity, efficiency, and a deep sense of care.
If you choose, tax returns are prepared and filed by our Enrolled Agent/CPA partners, or you may work with your own tax professional.

Navigate tax season with less stress.
We keep your bookkeeping clean and your documents organized for a seamless handoff to your tax professional or, if you choose, our Enrolled Agent/CPA partners.
Result: a simpler process, fewer surprises, and clear financial reports you can actually use—whether you’re an individual with self-employme
Navigate tax season with less stress.
We keep your bookkeeping clean and your documents organized for a seamless handoff to your tax professional or, if you choose, our Enrolled Agent/CPA partners.
Result: a simpler process, fewer surprises, and clear financial reports you can actually use—whether you’re an individual with self-employment income, a sole proprietor, or a growing team.
* Tax return preparation and filing are provided by our Enrolled Agent/CPA partners.

Make confident decisions with our personalized bookkeeping and customized financial reporting. We deliver clear income statements, balance sheets, and cash flow reports regularly.
Our comprehensive year-end summaries streamline tax prep and uncover savings opportunities to boost profitability.

Tax season made simple.
We deliver tax-ready bookkeeping and document coordination for a seamless handoff to your chosen tax professional or to our Enrolled Agent/CPA partners, who prepare and file your taxes.
Result: Clear numbers, smooth process, total peace of mind.
* Tax return preparation and filing are provided by our Enrolled Agent/CPA partners.

Clean up your books. Boost profits. Improve cash flow with our personalized bookkeeping services.
We organize and correct your financial records, fix errors, eliminate inefficiencies, and rebuild with accurate data. Result: Clear reports, tax-ready books, and a solid foundation for smarter decisions and long-term success.



Tailored Support for Businesses
Stress-Free Bookkeeping
Accurate & Reliable Records
Transparent Pricing
Timely Financial Reporting
QuickBooks Certified
Client-Focused Approach
We are local to Menifee, Murrieta, Temecula, and the surrounding areas, and we proudly offer remote services across California. Our personalized bookkeeping and tax services ensure that your financial needs are met with care and precision.
More Importantly:
We give you Peace of Mind - Know your finances are in trusted hands, backed by professionalism, accuracy, and timely financial reporting.
Give us a Call: 951 - 944 -1544
Cole and Company Services
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