CPA Firms

Our CPA's have been in public practice (mostly in San Clemente) from 20 to 35 years.

Generally our clients are closely held businesses, professionals and individuals. They are in retail, wholesale, manufacturing, real estate, professional service organizations and non-profit charities. We also serve a large number of retired clients.

Creative and innovative tax planning is our most important goal in tax services. This includes analysis of proposed transactions and investments, tax projections for several years in the future, estate planning and retirement planning.

We prepare or review all federal and state tax returns (all states) for individuals, partnerships, corporations, estates, trusts, and non-profit organizations.

We have a special department which specializes in tax returns for estates.

We try to minimize your audit potential when preparing your tax returns; if necessary, we can represent you before the Internal Revenue Service at all levels of audit and appeal.

Presently we are providing a full range of services from designing your system, writing your business and payroll checks through financial statement preparation. Not only do we present historical data, but we will also prepare financial projections, budgets and cash flow analysis.

We can help you select and install a computerized accounting and management system. We offer continual software and accounting support both on site and off, and can provide technical training for your personnel.

Services:

• Nonprofit & charitable organizations
• Accounting Services
• Reviews & Compilations
• Bookkeeping/Write-Up
• Financial Statements
• Financial Forecasts & Projections
• Cash Flow & Budgeting Analysis
• Tax Planning
• Tax Preparation
• IRS Representation
• International Taxation
• Payroll Services
• Sales Tax Services
• Estate & Trust Tax Preparation
• Consulting Services
• Accounting Software Selection & Implementation
• Business Succession Planning
• Business Valuations
• Buying & Selling a Business
• Computer Consulting
• Estate Planning
• Retirement Planning
• Business Consulting
• Pension & Profit Sharing Plans