Bookkeepers in Novato, CA

Mark A. Stiles, CPA (MASCPA) is a full-service, virtual CPA firm committed to providing outstanding client service through professionalism, responsiveness, and quality. With over 20 years of experience, Mark and his team leverage their expertise to simplify complex financial, accounting, and tax matters for businesses and individuals alike. By utilizing innovative frameworks such as the MASCPA Box Method, the firm offers strategic insights to empower clients and drive sustainable growth. Mission To empower individuals and businesses with tailored financial solutions, strategic insights, and proactive guidance, ensuring clarity, confidence, and sustainable success in every decision. Vision To redefine the CPA-client relationship by fostering a modern, collaborative partnership that drives financial growth and empowers clients with knowledge and confidence to achieve their goals. Ethos Empowering Education: An informed client is an empowered client. We simplify finance to make every step transparent and accessible. We commit the following to all our customers: Integrity and Transparency: Trust is built on ethical practices and clear communication, forming the foundation of everything we do. Client-Centered Partnership: We prioritize your unique goals and work as a seamless extension of your team. Sustainability: By focusing on building strong financial foundations, we help you achieve lasting success through thoughtful, strategic planning. Core Values Collaboration: Building strong, tailored relationships to deliver solutions that meet client goals. Innovation: Using modern tools and techniques to simplify processes and provide actionable insights. Accountability: Taking ownership of recommendations, ensuring they align with your priorities. Proactivity: Anticipating challenges to provide strategic, forward-thinking solutions. Excellence: Delivering exceptional service and measurable results from day one. Services We Offer MASCPA offers a comprehensive suite of services to address the diverse needs of businesses and individuals: Fractional CFO Services Leveraging the MASCPA Box Method: We provide strategic guidance and financial leadership to help businesses think and operate like Fortune 500 companies. By focusing on the four quadrants of the MASCPA Box Method—Marketing & Sales, Operations, Finance & Strategy, and People & Leadership—we enable sustainable growth and informed decision-making. Tax Preparation and Planning: Our team delivers meticulous tax preparation and strategic planning services to ensure compliance, optimize deductions, and minimize liabilities. We stay up-to-date with the latest tax regulations to provide proactive and effective solutions for individuals and businesses. Bookkeeping Services: Accurate and timely bookkeeping is the backbone of financial clarity. Our team manages day-to-day financial records, providing detailed reporting and insights to support informed decisions and ensure regulatory compliance. Compliance Services MASCPA combines its strategic guidance with rigorous compliance services to ensure businesses and individuals meet their tax and accounting obligations effectively. From accurate bookkeeping and financial reporting to comprehensive tax planning and preparation, our team helps you navigate regulatory requirements with confidence. By integrating compliance into the MASCPA Box Method, we ensure that every financial strategy is underpinned by a strong foundation of accountability and adherence to laws. Our Team Mark brings over 20 years of experience in accounting, tax, and consulting. Nicole Felix, our Chief of Staff, leads a team with 35+ years of combined expertise, allowing MASCPA to deliver tailored financial solutions to meet diverse client needs. Together, we focus on empowering clients with both strategic insights and reliable compliance services to build a solid foundation for growth and success.

Our mission is to provide quality tax services to individuals and small businesses at an affordable price. With over 5 years of experience, we are experts in all aspects of tax preparation, accounting, tax resolution, and PPP/ERC forgiveness calculations. Our team of knowledgeable professionals is dedicated to saving you as much money as possible while guaranteeing the best quality services. We believe that quality shouldn't come at a high cost, and we strive to deliver exceptional service that fits within your budget. Let us help you navigate the complexities of the tax system, so you can focus on what matters most to you. Contact us today to schedule a consultation.

We take emotional ownership with our clients and genuinely care about the success of their businesses and the bottom line of their personal and business tax returns. We take pride in always being available for our clients and at minimum always a text away.

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.