Vik CPA
4.5
Serves Napa, CA
8 years in business
At Citta Services Inc (Licensed CPA firm) based in Calabasas California, We are dedicated to providing exceptional accounting & tax services to individuals and businesses alike.
We worked client based in different states (except PR) for their simple and complex needs .
The fees quoted is estimated fees and depends on efforts and time by our professional .
Any one with rental property,foreign income or self employes or s corp expect an higher charges
Here's a breakdown of the steps:
Provide Email ID: The first step is for the client to provide their email ID.
Portal Access Sharing: You'll share access to the portal using the provided email ID. This portal likely serves as a secure platform for uploading sensitive tax documents.
Upload Tax Documents: The client will then upload their tax documents to the portal. This could include things like W-2 forms, 1099s, receipts, and other relevant financial records.
Draft Return Preparation: Upon receiving the documents, you'll begin preparing a draft tax return based on the information provided. If there are any missing documents or information, you may request them from the client.
Discussion and Clarification: Once the draft return is prepared, you'll schedule a call or video meeting (via platforms like Zoom or FaceTime) to discuss the return with the client. This step ensures that all details are accurate and any questions or concerns can be addressed.
Finalization: After the discussion and any necessary revisions, the final tax return can be prepared and filed.
This process ensures a thorough and accurate handling of the client's tax affairs while maintaining clear communication throughout.
With a team of experienced CPAs(combined experience of 47 years), we offer a wide range of financial solutions tailored to meet the unique needs of our clients.
Services Offered:
Tax Preparation and Planning: Our team stays up-to-date with the latest tax laws and regulations to ensure that our clients maximize their tax savings while remaining compliant.
Bookkeeping and Accounting: From basic bookkeeping to complex financial reporting, we handle all aspects of accounting so our clients can focus on growing their businesses.
Why Choose Us:
Expertise: Our team consists of highly skilled CPAs with years of experience in the field.
Personalized Service: We take the time to understand each client's unique needs and goals, providing tailored solutions to help them succeed.
Reliability: Clients can trust us to deliver accurate, timely, and confidential services with the utmost professionalism.
Commitment to Excellence: We are committed to exceeding our clients' expectations and building long-term relationships based on trust and integrity.
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REMOTE Bookkeeping ⭐️⭐️⭐️⭐️⭐️
4.5
Serves Napa, CA
25 years in business
I am a remote quickbooks certified bookkeeper. I have clients all over the US and one in London.
I have been doing bookkeeping for 20 years. I have 16 years of quickbooks experience and have
business clients in several different industries; lawyers, housing contractors, hair salon, doctors, online sales, event planners, app developers, advertising agencies and locksmiths.
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Phlotic - Tax & Real Estate Services
4.5
Serves Napa, CA
4 years in business
We are a full service CPA firm based in Los Angeles, CA and Las Vegas, NV offering consulting and tax services serving all 50 states.
Our services encompass accounting, bookkeeping, and tax assistance for businesses and individuals. We have a particular focus on resolving tax issues, boasting a proficient team comprising both CPA and accounting specialists capable of representing you in front of the IRS. We've been able to help clients get back hundreds of thousands in tax refunds, as well as minimize tax burden through various avenues that most practitioners are unaware of.
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So Cal Accounting
4.5
Serves Napa, CA
7 years in business
Hi there!
I’m Yesenia, founder of SoCal Accounting LLC — a boutique firm dedicated to providing expert accounting, bookkeeping, tax preparation, and business consulting services with a personal touch. We combine the precision of a traditional firm with the responsiveness and care of a true financial partner.
With over a decade of combined experience, we’ve supported individuals, entrepreneurs, and small business owners across a wide range of industries — from medical and wellness practices to real estate, consulting, e-commerce, and more. Whether you’re a sole proprietor, a partnership, or a growing LLC, we tailor our services to fit your unique needs and goals.
If your books are messy, behind, or just feel overwhelming, we’re here to help. We specialize in bookkeeping clean-up and catch-up, and we’ll work with you to get your financials organized, compliant, and tax-ready — even if you’ve fallen behind. No judgment, just solutions.
Once your records are in order, we prepare and file your federal and state tax returns using professional-grade software trusted by top CPAs. We're also experts in QuickBooks Desktop and QuickBooks Online, and can help with payroll, 1099s, sales tax, and more.
But what really sets us apart is our commitment to becoming your trusted advisor — not just during tax season, but all year round. We offer proactive support, timely communication, and strategic insight to help you stay ahead of deadlines, avoid surprises, and make informed financial decisions.
We’re passionate about helping our clients gain peace of mind, financial clarity, and long-term success. You deserve a provider who listens, explains, and genuinely cares about your business. That’s exactly what we offer.
Let’s get started. I’d love to hear more about your situation and how we can help!
Warmly,
Yesenia
SoCal Accounting LLC
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Q&A
1. What services do professional bookkeepers typically offer?
Bookkeepers handle financial record-keeping tasks such as recording transactions, reconciling accounts, managing invoices and payments, and preparing basic financial reports to keep your business organized.
2. How much does hiring a bookkeeper usually cost?
The cost varies based on the size of your business and the volume of transactions. Typically, bookkeepers charge between $20 to $50 per hour or offer fixed monthly rates.
3. When should I consider hiring a bookkeeper?
Consider hiring a bookkeeper if your financial records are becoming difficult to manage, you want to ensure accuracy for tax purposes, or you need regular financial insights to make business decisions.
4. Can bookkeepers help with tax preparation?
While bookkeepers organize and maintain financial records, they usually do not prepare or file taxes. However, accurate bookkeeping makes tax preparation easier for accountants.
5. What qualifications should a professional bookkeeper have?
Professional bookkeepers often have certifications like Certified Bookkeeper (CB) and proficiency in accounting software such as QuickBooks, Xero, or Sage. Experience with business accounting is essential.
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