I would highly recommended and very reasonable rates! 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. We’re here to answer and give you the support you need during tax season and throughout the year. Read more for our tax prep checklist and information on where to find your refund. Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.
Candice Gerlach, Certified Public Accountant, CFE
It’s about making your life easier so you can focus on the things that matter most. All the while, we’ll make sure you know exactly what’s fixed assets going on. At Candice Gerlach, CPA that’s what professionalism means to us.
Providing high quality tax and accounting services as one of Southern California’s leading public accounting firms,
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 Airbnb Accounting and Bookkeeping business. Conveniently located in beautiful Carlsbad CA 92010, we’re here to help regular folks and business owners alike. If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Please call us for a free initial consultation. Sean Currey has been providing high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 12 years.
Tax Preparation – Tax Planning – Bookkeeping
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. Our company has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from family/personal CFO service, tax management and accounting services to more in-depth services such as estate planning and financial planning. Alexx Chesney, EA is a well-reviewed Enrolled Agent in Carlsbad, California who is proud to offer tax preparation and bookkeeping services to the residents of the surrounding communities.
- We take a proactive approach to this process and will stay in contact with you throughout the year.
- You also get the latest breaking tax saving strategies in our monthly newsletter.
- We have experience working with businesses of all shapes and sizes and will work with you to ensure that you can be as hands-off or hands-on as you want with your business accounting.
- As your accounting team, we make sure someone is here to help you and answer your questions during normal business hours, year-round.
Every client receives personal attention and professional guidance structured to support their particular needs and goals. Speaking of taxes, the third, and most popular reason to hire an accountant is, of course, to simplify the tax return process. We take a proactive approach to this process and will stay in contact with you throughout the year. This keeps things from feeling overwhelming or stressful, by keeping records up to date. You’ll also save time by handling things as they come, rather than waiting until the last minute and frantically looking for that document you need.
Tax Services
Alexx is an authorized e-file provider and can help clients file their taxes online quickly and painlessly. Alexx has more than 17 years of experience in the tax industry, and she is happy to help individuals and businesses alike. She enjoys seeing clients pleased when she resolves their issues with the current year’s taxes, files unfiled taxes from years past, and resolves more complex issues they simply didn’t understand. Alexx prides herself on saving clients time and money while removing stress and fear. As part of our tax preparation service, we are qualified to calculate, file and sign income tax returns on behalf of individuals and businesses.
Services for Individuals
Choose a CPA team that cares about your financial success, so you can spend less time worrying about the big picture and more time smiling for the camera. We are here to help you meet and understand your financial goals so that you can Bookkeeping Services in Carlsbad feel secure with your financial plan. Have a question regarding our bookkeeping services? Send us a message and we’ll get in touch shortly, or phone between 9 am and 6 pm Monday to Friday.
People
We find the strategy that will best suit our client’s situation. KB Tax is the home of Kevin Bishop, a Certified Public Accountant and former IRS agent. Because of Kevin’s experience in the IRS headed the medical profession industry audit, he believes he is specially qualified to offer clients the most efficient tax services.
Serving Customers Throughout San Diego CountyGet in touch with us today!
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. We will prepare your annual filing with the Internal Revenue Service and submit the proper documents to the State.
