Public Accounting Firms in California

Emil Estafanous, CPA firm specializes in tax planning, IRS audit representation, and a wide variety of accounting, tax preparation, payroll, QuickBooks, and financial management services for individuals and small businesses.

At James D. Anderson CPA, we've been serving the accounting needs of Newport Beach, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Gregory M. Desmond, CPA/PFS, CFP is a well established Certified Public Accountant and Certified Financial Planner® with over 30 years' experience. He's earned the CPA specialty of Personal Financial Specialist (PFS), a designation held by fewer than 5,000 CPA's nationwide.

GREG BUILT HIS FIRM AROUND THIS KEY QUESTION:

"WHEN IS THE LAST TIME YOU SAT DOWN IN ONE ROOM WITH YOUR TAX PROFESSIONAL, YOUR INVESTMENT ADVISOR, AND YOUR FINANCIAL PLANNER TO DISCUSS YOU, YOUR GOALS, AND YOUR MONEY?"

All too often that answer is never. If none of those professionals are coordinating on your behalf, you can end up with one foot on the brake and one foot on the gas in your financial life. Sure, you can still make a lot of money, but keeping a lot of money is a whole other challenge. Here at Desmond Wealth Management & Desmond Consulting Group, every time you meet with us, all those aspects are covered.

WHAT WE DO: We help personal service professionals that currently own, are looking to purchase, or aspire to purchase/start their own practices. Personal service professionals work in the fields of health, law, engineering, accounting, actuarial science, consulting, or performing arts. Our firm specializes in managing the specialized accounting systems that are demanded by personal service corporations. We focus on the entrepreneurial aspect of your practice, which is to leverage your practice to create personal wealth.

WHY IT MATTERS: Your job is to be a master practitioner at what you do. Our job is to be constantly monitoring the financial performance of your company. We focus on the financial metrics of your firm, and ensure that targets are being met and personal financial goals are on track. This empowers you to make intelligent and purposeful business and financial decisions.

HOW DOES IT WORK: We start by designing a personalized business and personal financial plan. We create an accounting system that revolves around that plan, minimizing taxation and maximizing wealth building. We meet with you on a regular basis providing accurate CFO reports on your business, and progress reports for your personal financial wealth.

WE ENCOURAGE AND WELCOME YOU TO CONNECT WITH US IF:
- You are a small business owner who wants to reduce taxes and grow your business.
- You have built up your business over the years and need help with crafting an exit strategy.
- You are seeking a holistic, thoughtful and collaborative wealth management team for your family.
- You are experiencing a life transition that impacts your financial goals.
- You are looking to take a company sponsored buy-out for early retirement.
- You want to get your financial house in order and want a customized and workable plan.
- You need an informed second opinion on your financial situation.
- You are a CPA or attorney interested in providing our resources for your clients.

QUALIFIED: Desmond Wealth Management is a Registered Investment Advisory Firm. We are affiliated with Desmond Consulting Group, a full service tax management and accountancy corporation. With the increased demand of clients seeking a trusted advisor, Greg founded both companies to serve as a personal CFO, taking care of all the critical areas of a client's financial picture: income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning, business formation and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants and Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco, for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News commenting on the effects of markets on retirees. He received a Bachelors degree in Economics from UC Santa Barbara, and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank and ARF.... See More

Jarus & Co is an Orange County CPA practice specializing in tax, accounting and business consulting. We provide tax strategy and tax return preparation services to our clients. We also use technology to simplify accounting and other business functions for the apparel, manufacturing, real estate and professional services industries.... See More

Experienced CPAs provide U.S. expatriate tax help for Americans overseas. Our 4-step online process is an easy, secure way to file your U.S. taxes. Our clients appreciate our expertise, simple filing process and commitment to minimizing their tax burden. We offer a range of tax services — from federal, state and business returns to U.S. expat tax planning and a streamlined process for expats behind on their taxes.... See More

Relying on QUALITY Accounting, Bookkeeping,Tax preparation & filing services is a must for the success of your business. we are your local professional source that provides an answer to your financial needs.

We are a full charge accounting/bookkeeping that caters to individual professionals, home offices and small businesses. Be at peace and focus more on growing your business with our help!... See More

Axiom is a fee-only, CPA financial advisory firm that specializes in retirement planning, investment management, and tax planning services. We have over 25 years of tax and financial services experience; and as a fee-only firm, we have taken a fiduciary oath, pledging to always work in our clients' best interest. We have offices in San Diego and San Francisco, and work with clients across the US online.... See More

We at –‘RBZ, LLP’ –are certified public accountants and business advisers in Los Angeles, California. Our expertise enables us to anticipate your needs! We provide first-class, timely and meaningful advice, customized according to the needs of our clients. We help you protect the wealth you spent a lifetime building; and develop solutions for your complex international tax challenges! Lead by John Schweisberger-we are a team of exceptionally talented professionals, with - excellent strategic, operational and technology consulting skills. We see ourselves as, creative problem-solvers, who thoroughly understand the industry-specific issues, which often determine business success. For us, client service is a number one priority! Naturally, our service teams choose to immerse themselves in their chosen industry niches. They go on to become leaders, in the related trade groups and extend their expertise to clients like you, in varied areas of industry and business. Our niches, lie in- entertainment, family wealth, franchise services group, international tax, law firms, middle markets, non-profit, real estate, royalty and contract compliance services. Assurance, tax, business consulting, business management and client accounting - are among the services, we have been providing since 1975. We are entrepreneurs and view ourselves as part of the same markets we serve! To learn more about us, please visit http://www.rbz.com/ and http://www.rbz.com/rbz-blog/.... See More

At Palma Financial Services, Inc. we specialize in accounting, tax and financial planning for closely held businesses. We are a bilingual firm also active in the Hispanic community assisting individuals, businesses and young entrepreneurs.

The primary goals for our clients are tax and financial literacy, minimizing taxes and building wealth. Since 1998, our proven strategies have helped our clients achieve their financial goals with minimal investment and audit risk by the taxing authorities.

Our expertise includes Retirement Planning and Tax Free Investment vehicles with guaranteed rates of return. Since 2007, partly in response to widespread economic uncertainty, we have made a pledge to pursue a conservative approach; we stay away from mutual funds and other variable products, essentially avoiding the stock market for any of our clients’ investments.

At Palma Financial Services, we recognize that most of our clients cannot afford to gamble with their future by investing in Wall Street. To address their concerns and build wealth, our approach uses a low-risk, reasonable return strategy that employs guaranteed financial products, such as life insurance and annuities. Various clients have expressed to us that they sleep better at night knowing that their money is safe and growing risk-free.

Our fiduciary responsibility to you is of the utmost importance to our firm. By investing with us you can rest assured that we will work tirelessly with you to design a tax and financial strategy that is customized for your particular situation.

Your continued success is paramount to our success. Many of our clients are referrals from our existing client base, and our objective is to continue building more positive relationships.... See More

We provide an array of professional services which our clients can rely on to be unbiased and "fee-only." Yes, a professional services firm, NOT a financial institution selling financial products.

We look forward to providing you with specialized and customizable tax and bookkeeping services, including financial statement preparation. We also provide family office (business management)services.

Through our sister Registered Investment Advisory & Wealth Management firm we provide: financial planning and investment advice and portfolio management services. We provide all of our services in this company on a "fee-only" basis.

While we specialize in handling individuals and companies in the performing and creative arts (entertainment field), we also have specialized expertise providing services to those nearing or in retirement, including the affluent elderly. We are known for protecting our clients from Financial Elder Abuse. We also have a large number of widows, and divorcees who are clients.

Anyone with income tax planning and preparation and financial needs can benefit from our services.... See More

As CPA Personal Financial Specialists, we dovetail tax and investment planning together to keep more of what you earn in your pocket. Everyone is entitled to our best ideas all the time.

We are a team of tax professionals lead by a former IRS Agent with years of experience as Internal Revenue Agent. Allied Tax Advisory Group is a full-service accounting firm that specializes in Tax Resolution and Tax Controversy Matters.

We are a full-service CPA firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

At A3C Financial Services, John Choe & Michael Chung are proficient in tax and accounting compliance, having entered this field to ensure that small business owners can obtain a reliable ally for financial solvency. Call us today for your free initial consultation.... See More

If you have any unanswered questions, please let us know. There are five easy ways to contact us. Simply call, email, fax, write or just stop by.