Hire the Best Certified Public Accountants in California

I am a seasoned professional in the accounting industry, customer satisfaction and retention drive my business. By combining bookkeeping, payroll, and taxation, I help my clients navigate the complexities of financial management so they can concentrate on what matters most—their core business.

CPA providing full charge accounting, tax advisory & consulting services. With a rigorous background in QBO bookkeeping, I’m looking to help you grow your business.

I am a Certified Public Accountant (CPA) specialized in providing tax preparation and consulting for small businesses, individuals, and foreigners (both individual and businesses). Particularly in the following areas: LLC, Partnership, S-Corporation, and C-Corporation tax returns and planning Gift and Estate Tax (Form 706 and 709) Individual Tax Return Foreign Partner Withholding US Person With Respect to Certain Foreign Corporation (Form 5471) Foreign-Owned U.S. Corporation or Foreign Corporation Information Return (Form 5742) Business Property Tax Filing (Form 571-L) Gift from Foreign Person, Trust or Estates (From 3520) Moreover, I have experience using Quickbooks, Microsoft Excel, and tax preparation softwares such as Thomson Reuters - UltraTax CS. Therefore, I can also provide the following services: Bookkeeping QuickBooks Consulting

Tired of your accountant and financial advisor not being on the same page? For individuals and business owners, the left hand (your taxes) often doesn't know what the right hand (your investments) is doing. This disconnect can cost you money and slow your progress. I solve this by offering integrated financial leadership. As a CPA and a Personal Financial Specialist, I run two specialized firms that work in concert to manage your entire financial world. My Two-Firm Approach: 1. For Your Business & Tax Life I handle the core financial health of your entities, ensuring compliance and uncovering strategic opportunities. - Tax & Accounting: Full-service tax compliance and consulting for individuals, businesses, LLCs, corporations, and nonprofits. - Audit & Review Services: For nonprofits, debt covenant compliance, and investor relations. - Strategic Consulting: Deep expertise in real estate (1031 Exchanges, Bonus Depreciation, Cost Segregation) and industries like healthcare, retail, and food & beverage. 2. For Your Personal Wealth & Goals I act as your personal financial guide, turning your assets into a structured plan for your future. - Asset Management: Discretionary portfolio management for all account types (retirement, trust, business), focused on strategic rebalancing. - Comprehensive Financial Planning: We look at your entire picture like cash flow, goals, retirement, estate to build a actionable plan for your short-term and long-term ambitions. The Bottom Line: You get a unified strategy. The tax savings I identify in my CPA firm directly inform the investment strategy I implement in my Financial firm. It’s a cohesive, powerful approach to growing and protecting your wealth. READY TO BUILD A COHESIVE FINANCIAL FUTURE? You don’t have to navigate your taxes and your investments on separate paths. Let’s connect them for a clearer, more powerful financial strategy. Book your FREE 30-minute discovery call today. We’ll discuss your biggest financial questions, identify immediate opportunities, and explore how an integrated approach can help you reach your goals faster. No obligation, no cost. Just a straightforward conversation about your financial future. I only take on a limited number of new clients each quarter to ensure everyone receives the dedicated attention they deserve. Spots for these complimentary sessions are limited. Ready to make your finances work together? Let's connect. — Rodney CPA for Small Business | Tax Preparation Services | Tax Planning Consultant | Small Business Accounting | Bookkeeping Services | IRS Tax Audit Help | Nonprofit Tax Specialist | Real Estate CPA | 1031 Exchange Specialist | Cost Segregation Studies | Bonus Depreciation | Entity Selection Consulting | Business Tax Filing | Personal Tax Return Preparation | Trust and Estate Tax | Tax Compliance | Quarterly Estimated Taxes | Tax Strategy | Sales Tax Compliance | Payroll Tax Services | Financial Statement Review | Audit Services for Nonprofits | Debt Covenant Compliance | Business Valuation Services | QuickBooks Setup & Support | Financial Planner | Investment Advisor | Retirement Planning | Portfolio Management | Financial Planning for Families | Trust and Estate Planning | Discretionary Portfolio Management | Wealth Management | Financial Planning for Business Owners | Education Planning | Investment Strategy | Portfolio Rebalancing | Retirement Income Planning | Estate Planning Strategies | Financial Goal Planning | Comprehensive Financial Planning | Life Planning | Risk Management | Insurance Analysis | College Savings Plans | 401(k) Rollover Advice | IRA Management | Trust Fund Management | Charitable Giving Strategies | Legacy Planning | Integrated Financial Planning | Tax-Focused Investing | Holistic Financial Advice | Business and Personal Finance | Financial Advisor CPA | Coordinated Financial Strategy | Real Estate Investor Advisor | Healthcare Professional Financial Planning | Restaurant Owner Financial Services | Consultant Financial Management | Family Office Services | Wealth Preservation Strategies | Tax-Efficient Investing | Philanthropic Planning | Exit Planning for Business Owners | Succession Planning | Financial Life Planning | Cash Flow Management | Net Worth Planning | Financial Roadmap

I am a California based Certified Public Accountant. I am an IRS form 5472 expert. I specialize in helping both domestic and foreign clients setting up their business and expanding in the US.

I'm a Certified Public Accountant (CPA) and the CEO of Accountico Inc., with over 14 years of experience helping small and medium-sized businesses across the Bay Area and beyond stay financially organized, compliant, and profitable, at prices that actually make sense for growing businesses. Whether you need clean books, stress-free tax filing, or a trusted financial partner for the long run, I bring the expertise of a big firm with the personal attention of a dedicated professional. Full-service bookkeeping, accounting & financial reporting Tax preparation, filing & year-round tax strategy Payroll processing accurate and on time Company formation (LLC, C-Corp, S-Corp) for US & foreign clients SOC 2 audit services 500+ businesses trust Accountico Inc. with their finances. Let's make sure yours is in the best hands too. Reach out today for a free consultation.