California Professional Accountants Group Inc. - Client Services
Client Services

Tax Services

Individual

Tax planning and preparation form a winning combination for our successful individual clients. We can develop tax strategies that take advantage of new tax laws and legislation.  We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual clients with the taxation expertise and knowledge that they deserve throughout the year.

Professional Service Firms

The professional service firms we advise including medical, legal service, marketing, consulting, engineering, insurance providers. Being that we are a professional service firm ourselves, we believe that our understanding of the forces that affect the success of professional service firms and the professionals within those firms enables us to provide ideas to support profitable growth.  In addition to our tax and accounting services, our team provides a wide range of industry-focused advisory services including entity selection, financial management and accounting, mergers, sales and acquisitions, tax planning, strategy & compliance.

Real Estate

We provide customized services to real estate owners, developers, property managers, brokers and other real estate related entities. Through education and experience, we have developed the specialized knowledge that allows us to handle tax and accounting compliance needs and assist with the planning and decision making process of real estate transactions.

Motorsport

Our firm has developed dynamic ways to assist with the distinctive needs of our accelerating motorsports clientele.  Drivers, teams, owners, merchants and suppliers in the motorsports industry face numerous challenges, risks, changes, high costs, and intense competition, both on and off the track. You need knowledgeable and experienced professionals on your team to help mitigate those challenges.  Tax structuring can be as complex as engineering a race car.  Through our professional expertise we can provide answers to your tax and accounting questions. 

Call to inquire about discounts to SCCA members and Sponsorship availability.

Acquisitions, Sales & Mergers of Businesses

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

 


Consulting & Advisory Services

Business Entity Selection

Choosing the form of entity of your business, whether it be a Corporation, Limited Liability Company, Partnership, etc., is a crucial decision that can have longstanding tax implications, positive or negative. You need a professional to assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. We provide comprehensive strategies that address issues that may be affecting your business.

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1099 Tax Law Enforcement

The IRS and FTB is strictly enforcing 1099 vs. W-2 classification and reporting now more than ever.  It is very important to know the IRS and the state of California are preparing to go after misclassified workers.  Taxpayers who are non compliant will be boxed into a corner.  It is our goal to keep you safe.  Please feel free to contact our office if you have any questions or need consulting on this matter.

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Accounting Software Selection & Implementation

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Accounting Services

Bookkeeping/Write-Up

We are excited to offer QuickBooks ProAdvisor status for our clients.  Our Certified QuickBooks Advisor is ready to assist with setup, training, cleanup, and remote assistance for new and existing clients working with the QuickBooks program.

We offer full service bookkeeping and payroll services. Whether it's for an individual or for a business, we’ll keep your books and prepare the necessary statements accurately and professionally.

Our clients can rely on our expertise. Every member of our staff has been trained both here in the office and at professional seminars and meetings to keep up with the ever-changing world of tax and finance. Keeping current is just one of our many ways of better serving our clients. Our clients come to us because of our personal service and attention to detail. If you are in need of Bookkeeping and/or Payroll services, call us, we’d be happy to discuss it with you. 

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Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used for internal use only as no assurance is expressed.

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Other Services

Payroll Services

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Sales Tax Services

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