Additionally, we can assist with tax planning, as well as, finding solutions to your tax problems. According to the American Institute of CPAs, certified public accountant (CPAs) financially advise individuals, big companies and small businesses to help them reach their financial goals. For example, they can consult you on taxes and other accounting needs. 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.

She is well versed in accounts payable, accounts receivable, payroll, and the preparation of accurate financial statements. She is familiar with different accounting software, QuickBooks online and desktop, and Xero. Jean has over 25 years of experience as a Certified Public Accountant. After being involved in the Initial Public Offering for Qualcomm, Inc, she joined the accounting team at Qualcomm in Financial Research and Reporting and later as the International Accountant. Tax season can be stressful on anyone in charge of their personal or business finances. We take the terror out of tax time by preparing your taxes promptly and professionally, making sure that you get maximum deductions and that, in the end, your taxes are successfully submitted.

A Wide Range of Tax Services for Business and Individual Needs

The goal of our wealth advisory and management services is to assist clients in achieving their financial objectives and, in the case of businesses, to help them grow and prosper. Our expert financial advisor can help clients Bookkeeping Services in Carlsbad to navigate complex financial issues and make the most of their financial resources. Speaking of taxes, the third, and most popular reason to hire an accountant is, of course, to simplify the tax return process.

All the while, we’ll make sure you know exactly what’s going on. At Candice Gerlach, CPA that’s what professionalism means to us. There are all sorts of reasons to hire a Certified Public Accountant. We’ve heard all sorts of horror stories from people trying to sort out their financial mess on their own. When it comes to businesses, whether big or small, things often get even more complicated and stressful.

Related Cost Guides

Even though we’ve mentioned 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. You’ve already secured funding, and you’re ready to get to work on running it.

Forensic accountants investigate financial crimes involving fraud, embezzlement and other issues. They often work closely with law enforcement and lawyers, and they can help determine the legality of financial activities, according to the BLS. Her husband is a retired USMC officer, and she had the privilege of being by his side for his 21 years of active-duty service. https://www.bookstime.com/ She received her Bachelor of Science in Business Administration (Accounting) from San Diego State University and her Master of Science Degree in Taxation from Golden Gate University. Prior to owning her own firm, she worked for different companies in various accounting roles. Since opening her doors in 2009, many of her prior employers are now her clients.

Carlsbad Tax & Consulting

Our tax specialists listen to our clients very carefully to find opportunities that our clients can take advantage of in the accounting and tax codes. We work with our clients to reduce tax liability or get more refund through careful tax planning and legitimate tax strategies. After taking a hiatus to raise her two children, Christine decided it was time to return to the workforce. You can now find her here full time eager to assist with payroll and to answer all your questions. Whether you need assistance with implementing payroll for your company for the first time or you need to roll your company over from another platform, Christine is committed to making everything go smoothly. Margit is the Senior Bookkeeper and main contact for all JL Wennes CPAs’ bookkeeping clients.

Focus on your businesses core competancies while we handle your accounting activities. During her personal time, you can find her spending time with her family and two beloved Golden Retrievers at the beach or enjoying one of the many new eateries on the coast. Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals. JL Wennes CPAs will guide you through the maze of forms that are required to be filed for you to maintain your tax exempt status.

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