Tax Preparation Services in California
At Mora Chapman CPAs, we have the expertise to provide you with all the tax preparation services you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for individuals and businesses.
We aim to make the preparation process as easy as possible and minimize your tax liability with careful planning. Your tax preparation interview can be conducted in person, by mail, or by e-mail, whichever is most convenient. Whatever your circumstances may be, we are here to give you the best advice to help you get through life's challenges.
Our Tax Services
Whether you need current-year returns prepared, need to plan for retirement or another life-changing event, our professional team can assist you with all of your needs. We provide many services, including the following:
Individual Tax Preparation
Business Tax Preparation Services
Gift Tax Return Preparation
Partnership & Corporate Tax Preparation
Fiduciary Tax Return Preparation
Tax Planning
Out-of-State Returns
Bookkeeping Experts You Can Count on
As a business owner, you have to wear many different hats, some of which fit better than others. As a result, many entrepreneurs find themselves struggling with their bookkeeping responsibilities. They don't have the time or the knowledge, or they don't enjoy it. Our bookkeeping services allow you to focus your attention on your areas of expertise and interest.
At Mora Chapman CPAs, we aim to help you meet your short- and long-term goals. We know that competent, consistent bookkeeping is the key to a business's success. Accurate and professionally-prepared financial documents enhance your understanding of your business's health and guide your decisions. In addition, they can give creditors and banks the information they need to help your business grow.
Serving Various Industries
We have experience serving various industries and business models, including professional services, construction, retail, real estate, and insurance. So whether you are an independent consultant, run a factory or sell fashion jewelry, we know the services you need and provide them in a way that suits your schedule.
Our Bookkeeping Services
Our services are customized to your specific needs and can include any or all of the following and more (on-site or remote):
Income Statement (Profit and Loss)
Balance Sheet
Cash Flow Analysis
Budgeting and Bill Payment
Bank and Credit Card Reconciliations
Data Entry
Sales Tax Assistance
Monthly, Quarterly or Annual Reporting
Annual 1099 Filing
Secure Data Exchange
