CPA Firms in Aliso Viejo, CA

I have over 20 years of experience managing accounts, clients and projects. I also do bookkeeping and administrative tasks. I’m passionate about new business start ups and being able to share my experience and organizational skills. Bilingual in Spanish. I’m very detail oriented and believe the best marketing is a happy client. Located in south Orange County, CALIFORNIA-Interested in working remotely

***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.

Help small business owners with their Bookkeeping needs, be flexible with schedule if client need help only couple hours every two weeks or once a month to do bank reconciliations and review financials with detail I love doing this. software training and consulting services specifically tailored to your needs, including accounting software conversion and set-up services, and business analysis projects.

David W. Garrett, MBA – Professional Tax Preparer Serving Temecula, CA & Beyond With over 15 years of experience in tax compliance and financial strategy, I specialize in maximizing tax savings and minimizing liabilities for individuals, businesses, nonprofits, and trusts. Recognized by the IRS and the State of California as a professional tax preparer, I provide expert tax preparation and strategic planning for S-Corps (Form 1120-S), C-Corps (Form 1120), partnerships (Form 1065 & K-1s), sole proprietorships (Schedule C), nonprofits, and trusts. I also assist with IRS negotiations, audits, and compliance strategies. My MBA in Management and deep financial expertise ensure precise tax filings and tailored solutions to help you keep more of what you earn.