Vik CPA
4.5
Serves San Juan Capistrano, 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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Phlotic - Tax & Real Estate Services
4.5
Serves San Juan Capistrano, 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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Cindy's Bookkeeping and Services
4.5
Serves San Juan Capistrano, CA
3 years in business
Welcome to Cindy's Bookkeeping and Services, where expertise meets excellence. With a decade of seasoned experience in Accounting, a Bachelor of Science in Business Administration specializing in Accounting, and the imminent completion of a Master of Science in Accounting with a focus on Accounting and Financial Reporting, I bring a wealth of knowledge. I am committed to delivering professional and reliable services. We offer precise and comprehensive Financial Reports, ensuring accuracy and reliability. Our commitment extends to tax preparation for individuals and businesses. Please reach out to me by phone or email.
We look forward to working with you and helping your business grow.
Cindy Angel
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GoFigure Bookkeeping Services
4.5
Serves San Juan Capistrano, CA
22 years in business
***WE ARE A BOOKKEEPING FIRM. WE DO NOT PROVIDE CPA OR TAX RETURN SERVICES. Please only reach out to us if you are looking for cost effective, efficient, and trusted bookkeeping services! We do provide monthly and year financial reports for your business.
Quickbooks Certified ProAdvisor. Hands on and extensive experience with small businesses. I know the challenges an entrepreneur faces, and can provide cost effective, practical solutions for your business that range from fundamental accounting practices to the more complex financial oversights.
I can evaluate and submit solutions for all financial aspects of the business. My experience in the small business sector has allowed me to offer an array of financial services that you can choose and explore to fit your individual business needs.
I enjoy being able to use the knowledge and experience I have gained over the last 14 years in finance, to create efficient solutions and services to clients in need of accounting/bookkeeping help.
I pride myself in offering the best possible service to relieve the daily stress and burden of accounting tasks, enabling my client's to remain efficient and to continue to grow.
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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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