California CPA/EA for S-Corp Tax Filing

I am looking for an experienced California CPA or Enrolled Agent to take over my 2025 business and personal tax filings after my previous accountant retired. My 2025 tax returns are currently on extension, so I am looking for someone who can start soon, review my records properly, clean up the bookkeeping where necessary, and prepare the returns correctly. The most important part of this project is finding someone who is very good at reviewing credit-card and bank transactions and properly categorizing legitimate business expenses for tax purposes. I do not want someone who simply enters numbers into a tax program. I need someone who can review the transactions, ask me questions when an expense is unclear, separate personal and business expenses, identify deductible business expenses, and prepare clean year-end books that support the tax return. Cali Diamonds Inc. Cali Diamonds Inc. is an active California S Corporation in the jewelry/diamond business. My prior return was filed as an S Corporation and reported wholesale jewelry activity. For 2025, I need help with: Reviewing all business credit-card transactions Reviewing business bank transactions Properly categorizing business expenses Separating business and personal charges Reviewing receipts or asking me for clarification where necessary Preparing or cleaning up the 2025 Profit & Loss Reviewing inventory and Cost of Goods Sold Reconciling sales and expenses Identifying legitimate business deductions Reviewing shareholder contributions, distributions or loans if applicable Preparing the 2025 federal Form 1120-S Preparing the 2025 California Form 100S Preparing Schedule K-1 Reviewing shareholder basis Reviewing California franchise-tax requirements I am not currently on payroll. Because this is an S Corporation, I want the accountant to review my situation and tell me whether there are any owner compensation, reasonable-compensation, payroll or payroll-tax issues that need to be addressed before the 2025 return is filed. I am not looking for someone to automatically put me on payroll without reviewing the situation first. I want proper professional advice based on my actual business activity. California Sales Tax / CDTFA I also need my 2025 California sales tax filings for Cali Diamonds Inc. reviewed and filed properly. I need someone experienced with CDTFA who can reconcile: Gross sales Taxable sales Non-taxable or resale transactions Sales tax collected Resale certificates if applicable Payments already made to CDTFA Any missing or late sales-tax returns Navid Investment Group Inc. I also have another S Corporation called Navid Investment Group Inc. It had little or no profit in 2025. I need the accountant to review the activity, properly categorize any expenses, and prepare whatever federal and California S-Corporation filings are required. Personal Tax Return After the business returns are completed, I need preparation of my 2025 personal federal and California tax returns. My previous personal return included S-Corporation income, rental real estate and investment/capital-gain activity. Navid Jewelry Inc. Navid Jewelry Inc. has already been dissolved and is no longer operating. I only want the new accountant to verify that the final federal and California filings and tax-account closures were completed correctly and that nothing remains outstanding. What I can provide I can provide: Complete 2024 personal tax return Complete 2024 Cali Diamonds S-Corporation return 2025 credit-card statements 2025 business bank statements Sales records Purchase/inventory information Receipts and supporting documents where available Prior tax filings and other records needed to understand the businesses The person I am looking for I want someone experienced in small-business tax preparation and bookkeeping cleanup, particularly someone who knows how to review credit-card expenses carefully and correctly determine what belongs in categories such as: advertising, supplies, professional fees, insurance, office expenses, travel, meals, automobile expenses, utilities, rent, repairs, merchant fees, inventory/COGS and other legitimate business expenses. I want the accountant to ask me about unclear transactions instead of guessing. Required experience Please apply only if you have experience with: California S Corporations Form 1120-S California Form 100S Schedule K-1 Business expense classification Credit-card and bank transaction cleanup Inventory and Cost of Goods Sold California CDTFA sales tax Form 1040 and California Form 540 S-Corporation shareholder basis Experience with jewelry, retail, wholesale or other inventory-based businesses is strongly preferred. Please answer the following when applying: Are you a CPA or Enrolled Agent? How many California S-Corporation returns do you prepare each year? Do you personally review and categorize credit-card and bank transactions? Are you comfortable going transaction-by-transaction and asking me questions about unclear expenses? Do you have experience with inventory and Cost of Goods Sold? Do you handle California CDTFA sales-tax filings? Can you review my S-Corp owner compensation/payroll situation before filing? Can you handle both the business returns and my personal return? Can you begin soon? My 2025 returns are currently on extension. What would you charge for the complete project, including bookkeeping cleanup and tax preparation? I prefer to work with one experienced CPA/EA or accounting firm that can handle the bookkeeping cleanup, business returns, sales tax and personal return together and potentially continue working with me in future years.