CPA tax preparation, CPA, income tax, California, CPA

Easing the Accounting Landscape

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Income Tax Preparation Income Tax Preparation
Income Tax Preparation
$0.00

Preparation of federal, state, local tax compliance:

  • Multi-state returns, resident/nonresident filings, part-year moves, state credits, apportionment, and CA nuances

  • S-corp/partnership returns (1120S/1065), reasonable comp, QBI (§199A)

  • Form 990PF (with Schedule B as required), Form 990T for UBIT, and applicable state returns/registrations

Interim CFO Interim CFO
Interim CFO
$0.00

Interim support:

  • Monthly close & audit readiness (5-day close, reconciliations, checklists)

  • Cash management & forecasting

  • Management and Board quality reporting (flux analysis, budget variances)

  • Processes, controls & operational policies

  • Technology, dashboards & reporting automations

Advanced Services Advanced Services
Advanced Services
$0.00

Specialized services:

  • Testing and transitioning to cloud financial solutions

  • Data migration, user acceptance testing and integrations with 3rd party platforms

  • IRS and FTB correspondence, revivors and dissolutions

  • Back tax filings, installment agreements and first-time abatements

  • Property tax reassessments and related fillings