Hire the Best Tax Preparers in California

Hello, My name is Alan and look forward to working with you! I communicate with my clients via Slack or email and feel free to look at my Google reviews by Googling "Potrus CPA." 🔍 Experienced Fractional CFO & Financial Expert Offering Comprehensive Solutions I am a seasoned CPA, Quickbooks Pro Advisor, and certified tax preparer with over 10 years of proven expertise in bookkeeping, accounting, tax prep/filing, tax planning, budgeting, and financial management. 📊 Services Offered: 1. Bookkeeping (Clean-up) & Accounting: Specializing in QuickBooks (clean-up and catch-up), XERO, Gusto payroll, and more, while efficiently handling all your financial records. 2. Tax Planning: Precision-crafted tax strategies have consistently saved our clients tens of thousands of dollars in taxes, offering a financial shield while maximizing every available tax saving and tax credit possible. 3. Tax Preparation & Filing: Expertly navigate tax regulations to ensure compliance while optimizing your tax filing and strategy. 4. Financial Reporting: I create strategic financial plans for my clients and harness analytics to optimize your financial path. 5. Financial Analysis & Modeling: I possess a deep analytical acumen, providing insights through budgeting, forecasting, and financial modeling. 6. Data Management & Analysis: My expertise extends to data entry, web research, and generating insightful statistical reports. 🌐 Software Proficiency: QuickBooks Online/Desktop, XERO, Bill.com, Hubdoc, Docusign, SmartVault, Salesforce, Expensify, Tsheets, Google Sheets/Excel, and more. 💼 Industries Served: From startups to established companies, across diverse sectors and revenue ranges, I've successfully provided tailored financial solutions to clients worldwide. 🏆 Why Choose Me? Holistic Financial Expertise: I offer a one-stop financial solution by covering everything from bookkeeping to valuation to tax strategy/planning. Responsive & Communicative: My team and I are highly responsive and proactive in our collaboration to ensure clear and quick communication. Client-Centric: I ensure an approach personalized to your business and your goals. Proven Success: My contribution has led established companies to thrive and startups to raise significant capital while maximizing tax deductions through strategic tax filing and planning. Financial Reporting: I transform complex financial data into meaningful insights that pave the way for sustained growth. Contact me today so we can unlock your financial potential together. I look forward to assisting you with your financial needs.

California Licensed Tax Preparer (CRTP) | Founder of SUREFINE LLC As a dedicated Tax Professional and the founder of SUREFINE LLC, I provide comprehensive, secure, and fully remote tax preparation services for individuals and small businesses across all 50 states. With a Master’s Degree in Economics and over 5 years of experience as a Commercial Director, I bring a high level of financial literacy and strategic oversight to every tax return. I don’t just enter numbers; I understand the business operations and financial health behind them. Our Competitive Advantage: Integrated Tax & Bookkeeping My practice is supported by a Senior Bookkeeper (Master’s Degree in Accounting) with 5+ years of professional experience. In the 2025 tax season, she successfully managed financial records and tax preparation support for 100+ clients using QuickBooks Online, QuickBooks Desktop, and Drake software. Together, we offer a seamless "Bookkeeping + Tax" solution that ensures accuracy and audit-readiness. Services Offered: Individual Tax Preparation (Form 1040): Expert handling of W-2 income, dividends, and interest. Self-Employed & Freelancers (Schedule C): Maximizing deductions for independent contractors and sole proprietors. Multi-State Tax Filings: Specialized expertise in California (FTB) and filings for all other U.S. states. Tax Credits & Compliance: Identifying all eligible credits (EITC, CTC) to maximize your legal refund. Secure Remote Workflow: 100% digital document exchange and encrypted e-filing for your peace of mind. I understand the pressure of the upcoming April 15 deadline. My goal is to provide a stress-free, accurate, and timely service. I have immediate availability to start on your return today. Let’s get your taxes filed accurately and on time!

I am a Certified Public Accountant (CPA) licensed by the California State Board. I am experienced with all aspects of financial reporting, tax and audit, US GAAP reporting, federal contracts cost accounting and reporting. I have over 18 years of experience at public and private companies, including high growth FinTech, Software, HealthTech, BioTech/Pharma, where I had various hands-on and manager level roles. I am authorized to practice before the IRS and state tax agencies. I can prepare and e-file your returns or resolve any notices and problems. I specialize in the new CARES Act relief, the ERC Employee Retention Tax Credit / ERTC / claims to the IRS for businesses which suffered due to the pandemic downturn. I am experienced tax professionals, who is dedicated to providing my clients with the most up-to-date and accurate tax advice. I understand the complexities of the tax code and the importance of minimizing tax liabilities while ensuring compliance with all applicable laws and regulations. My goal is to provide my clients with the peace of mind that comes from knowing that their taxes are in good hands. The services I am offering include the following: -Tax planning: I will work with you to develop a tax plan that takes into account the company's unique circumstances and goals. This plan will help minimize the company's tax liabilities while ensuring compliance with all applicable laws and regulations. -Tax preparation: I will prepare all necessary federal, state, and local tax returns for my client. I will ensure that all returns are filed accurately and on time to avoid any penalties or interest charges. -Tax representation: If you are audited or receive a tax notice, I will represent the company in all dealings with the tax authorities. I will handle all negotiations and communications with the tax authorities on the company's behalf, ensuring that the best outcome is achieved for the company.

👋 Hi there - Shivani here If you’re looking for someone who can own your books 📊, keep them audit-ready 🧾, and make tax time stress-free 💼, you’re in the right place. I’m a U.S. tax & accounting professional with 8+ years of experience supporting individuals, startups, and service-based businesses. I don’t just “do bookkeeping” - I build clean, reliable financial systems ⚙️ that give you clarity, compliance, and confidence to grow. Here’s how I support you: ✨ Clean up & maintain tax-ready books (full-cycle + monthly close) 💸 Manage AR/AP workflows - invoicing, collections & vendor payments 🧮 Handle payroll reconciliation, payroll taxes & compliance 🌎 Support sales tax & multi-state filings + international tax basics 📑 Prepare & amend IRS prior-year returns (1040, 1065, 1120-S, 1120) 📈 Deliver clear reports + insights (not just numbers) Tools I use daily: 💻 QuickBooks Online | QuickBooks Desktop | Xero | Wave | Zoho | AppFolio | Clio 🧾 Drake | Lacerte | TurboTax | Tax act | Pro Connect Series Clients value me for being proactive, detail-driven, and reliable- I take full ownership so you can stay hands-off without worrying about what’s happening behind the scenes. ✔️If you want accuracy, clarity, and peace of mind, let’s connect!

Certified Public Accountant (CPA)with 10+ years of experience as a Senior Accountant, Skilled in all areas of accounting and extensive knowledge of Tax from individual to large businesses with consistently meeting deadlines under pressure. • Licensed CPA from California. • Responsible for payroll & sales tax filing for clients. • Expert at designing accounting functions, systems, and best practices. • Responsible for reviewing & compiling client’s financial statement from E-commerce , Health, Automobile, Construction, Manufacturing & entertainment industries. • Expertise in remote work with minimal supervision, ensured client information confidentiality & Maintained positive relationships with prompt response to calls and emails. • Experience using online tools like Slack, Google Drive and Zoom skill • Individual Taxation ( form 1040 ). Expertise in case like capital gain, RSU ,ESPP , Rental income, Foreign income • Business Tax return ( Form 1120S, 1120, 1065).Expertise to solve all tax complication with required schedule for pass through business entity. • Bookkeeping, accounting and payroll services.

✅ Professional Bookkeeper with over 6 Years of Specialized Experience in Accounting and Tax Filing ✅ QuickBooks Pro Advisor Elite ✅ Expert US Accountant in Tax Filing and Preparation With over six years of specialized experience in accounting, tax filing, and QuickBooks consulting, I offer a comprehensive suite of services tailored to meet the unique needs of both start-up and established companies. What I Offer: Catch-Up, Clean-Up, and Monthly Maintenance Services: Comprehensive management of financial records, ensuring accuracy, and keeping your books up-to-date. Professional Bookkeeping: Extensive hands-on experience in handling day-to-day bookkeeping tasks, maintaining accurate records, and ensuring compliance with accounting standards. Tax Filing and Consulting: Expertise in tax preparation and filing, ensuring compliance and maximizing tax benefits for your business. QuickBooks Consulting and Training: Tailored QuickBooks solutions to optimize your accounting processes, including personalized training sessions. Why Choose Me? Extensive Expertise: My background in accounting, coupled with my QuickBooks Pro Advisor certification, equips me with the skills to handle all your bookkeeping and tax needs efficiently. Proven Reliability: Based in the US, I am committed to providing reliable and dedicated service, allowing you to focus on scaling your business without the stress of financial management. Attention to Detail: My strong organizational, problem-solving, and analytical skills ensure meticulous attention to detail, effective priority management, and seamless workflow operations. Proactive Approach: I take initiative and am self-motivated, ensuring your business operations run smoothly throughout the entire cycle. Excellent References: Supported by outstanding references, my proficiency and dedication to delivering exceptional results are well-validated. Let's Connect I am available to review rates and discuss how my services can be tailored to fit your specific business requirements. Feel free to reach out to discuss your needs and see how I can help you achieve your business goals efficiently and effectively. Let's make your financial management hassle-free and position your business for success!