Walnut Creek CPA: Tax, Accounting, and Business Consulting

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Accounting and sound bookkeeping are not only the language of business, but also a key ally in making your business successful. A solid accounting or bookkeeping system glues different parts of your business into a whole.  An effective accounting or bookkeeping system is also the eyes and ears of the business owners, making it the most reliable consultant a business owner could have and economically afford.  Your accounting system gives you feedback on how your business is performing, keeping your finger on the pulse of your operations, marketing and finances.   

Most successful businesses have one thing in common: They manage their businesses by accurate numbers generated from their accounting system.  Numbers such as sales, expenses, growth rate, cost of goods sold, as well as keeping track of your business assets and liabilities allows you to focus and make correct business choices consistently.  Managing by numbers also provides a deep understanding of your business, making it transparent to you and demystifying how your business should operate successfully.  This type of transparency eliminates guess work.  As a result, operations, marketing and financial decisions are made based on the realities of your business industry.  So, what does it take to create a solid accounting and bookkeeping system that does not cost an arm and a leg? For more details on setting up a good accounting and bookkeeping system click here.

Reducing income tax liability is also an important consideration in managing your business. We help clients keep more of what they earn. Tax planning is a key component of our tax services. When preparing a tax return for a client, we dedicate an equal amount of time to tax planning as we do to tax preparation and compliance. Both planning and compliance are important to minimize your taxes and file an accurate return.

There are many legal incentives for businesses and individuals to minimize their taxes. The key is to be aware of the tax laws and have the experience to apply them to the specific client situations. Otherwise, the tax planning opportunities that are allowed by the law may go unused, resulting in a higher tax bill to the client. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives. The tax services we provide are:

  • Business Tax Planning and Preparation (e.g. Corporate, partnerships, LLCs)
  • Individual tax returns, including schedule C
  • Estate and trusts
  • Final returns for the deceased
  • Tax Choice of Entity Consulting
  • Tax Audit Resolutions
  • Quarterly Payroll Tax Preparation
  • Alternative minimum tax planning
  • RS Problem Resolution


For more information on income taxes, click here.

ACCOUNTING SERVICES 

  • Controller & CFO Services
  • Compilation, write-Up & Bookkeeping
  • QuickBooks Training & on-going support
  • Small Business Package (See Small Business Package page)
  • Accounting Software Installation & Support
  • Internal Controls assessments
  • Management Information Systems


TAX SERVICES

     
 
  • Business Tax Planning and Return Preparation
  • Personal Tax Planning and Return Preparation
  • Estate and Trust Tax Planning and Return Preparation
  • Quarterly Payroll Tax Services
  • Tax Audit Resolution
  • Tax choice entity selection
 

BUSINESS CONSULTING 

     
 
  • Business entity formations
  • Business Financing and Start-up Consulting
  • Accounting Software Installation & Support
  • Budgets, Forecasts and Projections
  • Financial Planning & Analysis (FP&A)

  
 
 
Your time is valuable and accounting and taxes are not your specialty.  Contact us at 925-977-7780 or CPA@CapitalTaxAccounting.com to discuss your specific needs.
 

 
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