Vik CPA
4.5
Serves Santee, 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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Mikayla Accounting Solutions, Based in San Diego
4.5
Serves Santee, CA
26 years in business
We provide remote / virtual bookkeeping services. We do not provide CPA or tax return services. We will work with you to get your financial house in order so you can file your tax returns each year with your CPA or tax person of choice.
We are thorough, dependable and accurate number gurus. Bizarre as it may sound, we actually enjoy accounting and run our business with honesty and integrity, always keeping the best interest of our clients in mind. We are problem solvers. We enjoy solving clients problems in turn saving them time and money!
Mikayla Accounting Solutions can offer services tailored to fit your specific needs.
Accounting & Bookkeeping Service Packages Offered:
A. Review
Customer: "I'd like to do all the day to day functions in Quickbooks but need someone to look over my work and do the more complex Quickbooks entries."
B. Lite & Ongoing
Customer: "I plan to handle all the day to day bookkeeping functions
manually "by hand" (pay the bills, make the deposits, etc.) but need someone to integrate my information into an accounting program on a monthly basis."
C. Catch-up
Customer: "I'm one year behind on my bookkeeping and need to play catch-up."
D. Personal Finances
Customer: "I'm at a point in my life that I do not want to hassle with
paying my bills" or "I still want to pay my bills but want to know where my money is going allowing me to have a clear picture of my personal financial status."
E. Heavy "Full Charge" & Ongoing
Customer: "I need someone to do all (or many) of the listed tasks on this ad on a monthly basis."
F. Hybrid of A, B, C, D, and/or E: "Any variation of the above tailored to your needs"
We also help our customers with special needs at any given time. We call these services Special Projects / Requests and these are on an as needed basis and will appear as separate line items on your invoice.
~ Premium Services Available ~
Special Projects / Requests (Non-standard services) are available and are billed as additional line items on invoice(s). Examples of such services can include but are not limited to: Business Consulting, Audit Assistance, Procedural Development, Correspondence with Client / Staff / CPA / Banker / Loan Officer / Vendors, Accounts Payable / Receivable Process Review and Implementation, Accounts Payable Processing, Accounts Receivable Processing, Collections, Cash Applications, Deposit Preparation, Deposit Courier, Payroll Processing, Year End Accounting, Liaison between CPA and Client, Company Set Up & Maintenance, Company / Customer / Vendor Set Up and Clean Up, W-9 Administration (needed for 1099 purposes), Customized Reporting, Miscellaneous Quickbooks Inquiries, Budget Creation, Sales Tax Reporting, Capital Expenditure Tracking, Interest Capitalization, Cash Flow Analysis, Agency Related: 1096, 1099, 1098’s, Property Tax Payments, Form 571-L, Secretary of State submissions, QuickBooks File Review, Troubleshooting and / or Optimization.
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First Valley Accounting CPA
4.5
Serves Santee, CA
8 years in business
We are accounting and bookkeeping experts that specialize in providing financial reconciliations, monthly financial statement creation, and transaction processing for small to medium-sized businesses.
Our experienced team has members who will provide you with quality and expertise. From CPA certifications to QuickBooks ProAdvisors, our team has past experience ranging from public accounting to corporate finance.
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Jayas remote bookkeeping
4.5
Serves Santee, CA
25 years in business
Hello I am remote bookkeeper (not CPA) with 20 plus years of QuickBooks experience and I have assisted clients from all types of industries straighten out their books. I am quickbooks certified and have clients all over the USA.
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Q&A
1. What services do CPA firms provide?
CPA firms offer tax preparation, auditing, financial consulting, and bookkeeping services.
2. How do CPA firms help with tax planning?
They analyze finances to minimize tax liabilities and ensure compliance with regulations.
3. Can CPA firms assist small businesses?
Yes, many specialize in supporting businesses with accounting and financial strategy.
4. Are CPA services expensive?
Costs vary based on services, complexity, and firm size; many offer tailored packages.
5. How do I choose the right CPA firm?
Consider credentials, experience in your industry, and client reviews.
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