Bookkeepers in Encinitas, CA

We are your trusted partner in your success. Our family owned firm is large enough to offer a full range of professional tax & accounting services at a fair price, but small enough to give you the individual attention that you deserve. We have been in business for 25 years serving Individuals and businesses of all sizes and shapes. Effective tax preparation and planning can help you to minimize you future tax liability. We can help you proactively manage both your personal and your business tax issue, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are most likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Jimmy Peters CPA, EA, RIA Please note that we are located in Lindenhurst, NY, and we provide Virtual CPA services to clients all over the United States. Jimmy is a Certified Public Accountant (CPA), Enrolled Agent (EA), Licensed Insurance Agent, and Registered Investment Advisor (RIA) with over sixteen years of experience in tax compliance and planning for individuals and various entities. Before founding Lindenhurst CPA PLLC, Jimmy gained valuable experience with financial companies on Wall Street and working at a prestigious accounting firm. Jimmy enjoys helping people understand their financial position and make sound financial decisions. Being an Enrolled Agent qualifies Jimmy to represent you, the taxpayer, in front of the IRS for audits, collections, and appeals. To become an Enrolled Agent, Jimmy had to pass a comprehensive exam that dealt with every aspect of the tax code. Not only do Enrolled Agents need to pass this exam, but they must complete 72 hours of continuing professional education every three years. Unlike CPAs and attorneys, Enrolled Agents receive their right to represent taxpayers from the U.S. government. Lindenhurst CPA PLLC Your Insightful Accounting Firm in New York Efficient processes and reliable insights are two pillars that help ensure professional and personal financial health. At Lindenhurst CPA PLLC, we provide the reliable services you need to lead your small business to success and help you achieve your personal financial goals. We bring over a decade of experience and insight to help you understand exactly what is happening with your finances so that you can make an impact in your community. Our office is conveniently located on Farmers Avenue, and we proudly serve the residents of Lindenhurst, New York, and the surrounding areas. We understand that your time is valuable, so we offer both in-office meetings as well as over the phone. Our team is passionate about being there for you when you need us, and we are available to answer your questions and offer helpful advice throughout the year. Contact us today to schedule your free consultation. The Financial Services You Need Your finances play a significant role in your life, so it makes sense to seek professional advice to help you achieve personal and professional success. Our firm has a well-rounded team of registered insurance brokers, investment advisors, EAs, and CPAs who are ready to help you. Our services include: • Individual Tax Preparation • Business Tax Preparation • Financial Planning • Wealth Management • IRS Audit Representation • Insurance Solutions • Bookkeeping Services • Small Business Accounting We believe that everyone deserves to work with a reliable financial team that provides honest and detailed reports and insight. Our team takes the time to get to know you and your business to serve you better and create a financial plan that is custom to your unique circumstances. Your Reliable CPA in New York Finances can be an overwhelming aspect of life, but they do not have to be. At Lindenhurst CPA PLLC, our team works with all entity types as well as personal finances to help you achieve your goals. Our range of services provides you with the accurate numbers you need to achieve sustainable financial growth. Whether you need financial planning to ensure you have savings for retirement, tax planning to help your business limit its liabilities, or you need us to prepare your personal taxes because you have a complicated portfolio, we are here for you. Contact us today to set up your free consultation.

- Certified Public Accountant License #07-121798 - Registered IRS Tax Preparer with valid PTIN - 10+ years experience in accounting - 5 star verified reviews on Thumbtack, Yelp, Google, and Facebook - Masters in Accountancy GPA 3.8 - Background in financial planning & investments - Private equity accountant I will assist with any and all corporate and individual accounting matters including, but not limited to: 1040, 1120, 1120s, state and local taxes, franchise taxes, corporate bookkeeping and financials, audit/review/compilation of corporate financials, etc. I love solving people's accounting headaches, so they can focus on their career, family, and hobbies. You DESERVE to outsource your work.

Smart tax strategy. High-touch service. Backed by AI. If you’re feeling unsure about your taxes—or just want to avoid surprises down the road—you’re in the right place. I’m a licensed CPA with over 10 years of experience helping individuals, business owners, and self-employed professionals file accurately, avoid IRS issues, and gain clarity around their finances. Clients describe me as insightful, strategic, and easy to talk to—someone they can count on when it matters most. What makes me different? I blend personalized, white-glove service with smart automation and AI tools to deliver Big Four-level quality—without the Big Four price. You’ll get fast turnaround, clear communication, and flat-fee pricing with no surprises. Services include: • Individual & Business Tax Preparation • 1099 / Self-Employed Filings • Back Taxes & IRS Notice Resolution • Year-Round Tax Strategy & Planning • Multi-State, Crypto, & Rental Income Filings • Bookkeeping & Financial Oversight We’ll start with a quick call to understand your goals. If it’s a fit, I’ll walk you through the next steps and support you from start to finish. I work best with clients looking for more than just a tax return—those who want a trusted partner, a plan, and peace of mind. You’ve worked hard to earn it. My job is to help you protect it—with confidence and care.