Advisory, Tax and Audit Services

We can find those deductions and make sure you’re not overpaying your taxes. That means you’ll not only be saving time and avoiding stress, but there’s a good chance you’ll see an increase in your tax refund than if you had filed yourself. Even though we’ve mentioned Bookkeeping Services in Carlsbad tax services multiple times, we actually offer a range of other accounting services that may benefit you. For instance, we can help you or your business develop strategies for long term financial goals or assist you in solving your financial issues.

Academic background, years in the field and professional reputation all can affect an accountant’s rates. Accountants are financial professionals who have received an accounting degree from a four-year university or college. By trade, accountants prepare, maintain and examine the financial statements of an individual, business or institution. An accountant prepares reports for tax purposes and can also perform audits of public companies. Common tasks include creating budgets, analyzing profits and losses of a company, processing payroll, preparing financial statements for company leadership, and creating and maintaining financial database systems for a company.

Experience the Withum Way

We’re dedicated to our clients and dig deep to understand our client’s needs. We believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year. We enjoy learning about emerging issues, which keeps us current on tax law so we’re always ready for the toughest situations. From the simplest of tax returns to complicated corporate returns, we have experience preparing all levels of returns and working with all levels of tax experience. If you are looking for a tax professional that will spend time with you and your return and address the questions that you have regarding tax law and tax preparation look no further than our firm. We have built a tax preparation business on taking care of our clients and will be happy to walk you through the sometimes complicated world of tax preparation.

• Tax season can be stressful on anyone in charge of their personal or business finances.
• She was the lead forensic accountant of many large national financial crimes, including a $100 million Ponzi scheme.
• With this attitude we have built strong relationships; many of our clients have been with us for over 15 years.
• For basic monthly accounting services, an accountant might charge anywhere from $75 to $500 or more, depending on what was included in a given package, the size of the client’s business, and the complexity of work requested.
• It’s about making your life easier so you can focus on the things that matter most.

I completed my return with Sean and highly recommend him. He know tax laws very well and completed my return and found errors from a return I prepared via Turbo Tax. Our CPAs have decades of experience working with and for companies from small startups to companies with billion dollar revenues. They have also worked in several different industries and in several different financial environments, including companies operating on limited budgets.

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Combine the dynamic power of expert accounting with the innovation of informed financial forecasting and add an Excel twist. That’s our take on Pro Forma, and it’s our blueprint to calculate the life and strength of your company over the next five to ten years.For investors, it’s a way for them to see how they will get their investment back. Once the year is over (calendar or fiscal), it’s time for that dreaded tax appointment with your CPA or E.A.

In addition, we specialize in bookkeeping clean-up, if necessary. Bottom Line Management’s quality bookkeeping services can help small businesses in Carlsbad of all sizes and industries, with their monthly bank and credit card reconciliations and financial reporting. We hand him a complicated pile of paperwork and he nails it. I always spot check the returns and he has great attention to detail and accuracy.

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We will prepare your annual filing with the Internal Revenue Service and submit the proper documents to the State. As your accounting team, we make sure someone is here to help you and answer your questions during normal business hours, year-round. We’re able to make solid, well-thought out decisions because Withum continually brings us the highest quality service and professionalism. “The strength of Withum is with its people and with [their] experts who can help any organization navigate through the most difficult of projects and business challenges to ultimately drive excellent results.” Retain an in-depth analysis of financial statements, internal controls and overall business strategies to minimize risk and maximize growth. Maximize operational efficiency, technology, data and business processes to strengthen business operations and create growth opportunities.

• Alexx is an authorized e-file provider and can help clients file their taxes online quickly and painlessly.
• We also provide QuickBooks Pro software setup and training, so you and your inside staff are able to manage as much of the finances as you want.
• Read more for our tax prep checklist and information on where to find your refund.
• We look over his income statement for the last calendar year and notice he has only $60 thousand in income, but has $22 thousand listed under automobile expense.
• Providing high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 10 years.
• Our personable and pragmatic team can become your team – listening, learning, advising, and acting on that advice.We look forward to doing the same for you.
• The most crucial part is ensuring some degree of financial stability during the turnaround.

Providing high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 10 years. Business and trust tax return preparation starts at $500 due to the increased complexity level and amount of time involved over individual tax returns. We can prepare returns for C corporations, S corporations, partnerships, and trusts. Candice has nearly 20 years of experience in public accounting. Throughout her career her focus has been in a variety of areas such as, white collar crime, financial statement preparation, audits and tax compliance.

Frequently Asked Questions

Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis.

Since Kevin knows the system, he can resolve issues reliably and in a timely manner. KB Tax offers many services, not just individual tax problem resolution. The company’s full service menu includes assistance to individuals and corporate entities with their taxes. KB also offers accounting services such as payroll and assistance with software such as QuickBooks and Peachtree.

We will prepare the required documentation and can serve as your company’s representative at the audit meeting. It doesn’t matter if you’re just needing help with your own personal taxes, filing tax returns for your whole family, or filing for your business. Conveniently located in beautiful Carlsbad CA 92010, we’re here to help regular folks and business owners alike. So, if you’re located in the greater San Diego or Carlsbad area, and you’ve gone years filing yourself using a software program like QuickBooks, you may be wondering what the advantage is of hiring an accounting firm. As your dedicated accountant, we can replace your back office with accounting, bookkeeping support, and tax preparation.

We use Intuit’s QuickBooks and QuickBooks Online for the majority of our bookkeeping requirements. They are user-friendly, have a wide range of features, and can be used to serve multiple purposes. Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business. However, this needs to be considered as a follow up on your Target Market Analysis so you can hit the ground running.

If you are a retail business and collect sales tax from your customers (end consumer), that is not your money to keep, it belongs to the State of California. Fortunately, Bottom Line Management’s accounting team has the expertise in the preparation and e-filing of monthly, quarterly or annual Sales & Use tax filing. Even further, in the case of an audit with the Board of Equalization, our team is here to help.