Keeping the Ojai Valley in
good financial hands
Local expertise.
Trusted for generations.
For 50 years, we’ve been proud to serve individuals, families, businesses, and fiduciaries throughout the Ojai Valley with dependable, personalized bookkeeping and tax services.
We understand that every financial situation is different. Whether you need help keeping your books in order, preparing your taxes, managing payroll, paying bills, or handling the financial responsibilities of a trust or estate, our experienced team provides the careful attention and practical support you need.
From day-to-day financial management to more complex bookkeeping and fiduciary responsibilities, we take the time to understand your needs and keep the details organized, accurate, and on track. Our goal is simple: to make managing your finances easier and give you confidence that the numbers are being handled with care.
After five decades in the Ojai Valley, we’ve built lasting relationships with generations of clients. We bring that same commitment to personal service, accuracy, and trust to every client we work with.
Contact us
201 Church Rd.
Ojai, CA 93023
lisa@ojaibkpr.com
office@ojaibkpr.com
PHONE | (805) 646-5645
FAX | (805) 646-5615
Services
Payroll Services
Reliable payroll management takes the complexity out of paying your team. We can help manage payroll processing, calculations, payroll records, and related reporting so you can focus on running your business.
Formal Accounting
Comprehensive bookkeeping services for trusts and estates. We maintain accurate financial records and provide the reporting and organization needed to understand your financial position and make informed decisions.
Fiduciary Services
Professional financial support for trustees, executors, administrators, and other fiduciaries. We help manage the bookkeeping and financial responsibilities associated with estates and trusts, providing careful recordkeeping, reporting, and ongoing guidance.
Tax Preparation
Accurate, thorough tax preparation for individuals, families, businesses, trusts, and estates. We help you navigate your tax obligations, identify applicable deductions and credits, and prepare your returns with care and attention to detail.
Bookkeeping Services
Keep your financial records organized, accurate, and up to date. Our bookkeeping services help you maintain a clear picture of your finances, from recording transactions and reconciling accounts to organizing financial statements and reports.
Bill Paying
Take the stress out of managing recurring bills and financial obligations. We provide reliable bill-paying services designed to ensure payments are handled accurately and on time, while keeping records organized for easy reference.
