He also has extensive experience in mergers and acquisitions, including structuring transactions, due diligence, and cash flow analyses. CRI is a member of PrimeGlobal, a worldwide association of independent accounting firms and business advisors. PrimeGlobal does not and cannot offer any professional services to clients.

Tax Preparation

Get business addresses, phone numbers, and website links. If you’re located in and need outsourced bookkeeping support, RemoteBooksOnline is here to help. We work with small businesses and CPA firms in Carlsbad, California, to deliver accurate, CPA-ready books every month. No in-house staff needed, no software confusion, just remote bookkeeping that scales with your business, all at a predictable flat monthly rate. We hand him a complicated pile of paperwork and he nails it.

Trusted by leading B2B service

Giving back to our community is a key pillar of the Withum Way. $62,500 – Carlsbad Tax & Bookkeeping Practice for Sale for $62,500. Practice is well established in the community and most clients have been with the seller for over 10 years. Majority of clients will upload/email/mail documents to seller to complete returns digitally, while only a few are seen in-person.

Scale your business without worrying about financial reporting

• All the while, we’ll make sure you know exactly what’s going on.
• Practice consists of approximately 43 individual clients with an average fee of $453 and 11 entities with an average fee of $495.
• There are currently no accountants listed at NGS LLP.
• It is all dependent on your specific accounting needs.
• Our commitment is showcased during our annual Action Day, where employees volunteer for nonprofits in their regions.

We enjoy learning about emerging issues, which keeps us current on tax law so we’re always ready for the toughest situations. From the simplest of tax returns to complicated corporate returns, we have experience preparing all levels of returns and working with all levels of tax experience. If you are looking for a tax professional that will spend time with you and your return and address the questions that you have regarding tax law and tax preparation look no further than our firm. 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.

We offer individual tax return preparation for those who don’t want to deal with the CARES Act frustration and headaches that accompany preparing their returns. We start the return preparation process with a no-cost meet and greet and situation analysis for every client. Find a list of accounting firms and related providers in Carlsbad, CA.

This seems to be one of the most common reasons that people hold off and working with a CPA. There seems to be a belief that by hiring an accountant, the money you save will just disappear in the costs to pay them for their services. While we obviously do charge for our services, more often than not, we are able to save you more money than you’re spending. We can find those deductions and make sure you’re not overpaying your taxes. That means you’ll not only be saving time and avoiding stress, but there’s a good chance you’ll see an increase in your tax refund than if you had filed yourself. Even though we’ve mentioned tax services multiple times, we actually offer a range of other accounting services that may benefit you.

• Practice is well established in the community and most clients have been with the seller for over 10 years.
• By working with a financial professional, you can make sure you’re starting out on the right foot.
• Even if your business is already off the ground, but you’re worried about potential money troubles, we can work with you.
• If you are in need of an accounting firm that will spend the time with you to truly understand your needs look no further than Candice Gerlach, CPA.
• This keeps things from feeling overwhelming or stressful, by keeping records up to date.
• There would be no hesitation in recommending your firm.

Leave a review for Newman and Associates Inc. in Carlsbad, CA

If you are in need of an accounting firm that will spend the time with you to truly understand your needs look no further than Candice Gerlach, CPA. We have the accounting experience you need and the bandwidth to ensure that you can get all of your questions and concerns addressed. We’re dedicated to our clients and dig deep to understand our client’s needs. We Bookkeeping Services in Carlsbad believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year.

NGS LLP is a CPAdirectory verified accounting firm, licensed to practice in the state of California. The requirements for licensure in California ensure that NGS LLP maintains the highest standard of knowledge and ethics when operating as an accounting firm. NGS LLP can help you with tax preparation services, consulting, business planning and auditing. By submitting this review you are confirming that the information contained in it is true and accurate and represents your personal experience with this tax preparer. You are also confirming that you are not an employee, paid agent, relative or competitor of this tax preparer. Tax professionals posing as a client or hiring an outside agency or employee to post favorable ratings is a practice known as “astroturfing”, and is illegal.

Trusted by thousands of businesses, see what our customers say. There are currently no accountants listed at Jeffrey H. Klein CPA Inc. There are currently no accountants listed at Kristin M. Greenlee CPA. There are currently no accountants listed at Kurt Filipovitch & Co. There are currently no accountants listed at NGS LLP. Estate planning is the process of outlining in advance the people or organizations who will receive your assets and the management of how those assets will be received.

Accounting Services in Clearwater, FL – Local Business Directory

PromptLoop helps businesses identify prospects, gather market intelligence, and automate lead generation. Access detailed information on businesses like those listed above and discover new opportunities in your target areas. Most accounting firms just provide reports or file taxes and tell you how much you owe. We tailor our accounting services to each client’s needs. Some clients outsource all their accounting and bookkeeping tasks to us but if you prefer to keep some functions in-house, we can set up Bookkeeping for Startups your QuickBooks software and provide on-site training.