For Individuals

Couple looking at taxes

Tax Returns

Reasons why to use our services.

  • Complex Tax Laws:
    • Today’s tax laws are intricate, making the preparation of your own income tax return a challenging task that often raises more questions than answers.
    • Filing a seemingly simple return can become confusing due to the complexity of tax regulations.    
  • Expertise in Deductions and Credits:
    • A Certified Public Accountant (CPA) provides valuable assistance in navigating through the intricate tax laws, ensuring that you don’t overlook any deductions or credits to which you are entitled.
    • Their experience allows them to identify potential deductions and credits that might be missed when using computer software alone.     
  • Thorough Checking and Review:
    • CPAs use computer software to check and recheck your tax return, identifying potential issues that the IRS may scrutinize closely.
    • They review the math meticulously to minimize the likelihood of IRS contacts, providing an added layer of assurance in the accuracy of your tax return.             
  • Electronic Filing for Quick Refunds:
    • CPAs can electronically file your tax return, expediting the process and ensuring that you receive your refund more quickly.                  
  • Optimizing Payroll Withholding:
    • CPA staff can guide you on adjusting your payroll withholding to maximize your weekly income. This prevents giving the IRS an interest-free loan for an extended period, potentially up to 16 months.            
  • Tax Planning for Future Years:
    • CPAs offer insights into potential deductions to minimize your tax liability in the upcoming year.
    • They provide a list of commonly overlooked deductions, helping you proactively limit your tax liability for the following year.

Trusts

Preserve, Protect, and Enhance Your Legacy with Estate and Trust Tax Prep!

Planning for your financial future is for everyone, not just the elite. It’s crucial, especially if you have family, children, or a business. We’re here to help you navigate estate and trust tax preparation, making it accessible to all.

Your Trusted Advisor: We work with you to create a plan that safeguards your wealth and minimizes tax burdens for you and your loved ones. It’s not just about the one percent; it’s about securing your financial legacy.

Specialized Knowledge, Simplified: Estate planning and trust tax return preparation can be complex, but we’ve got the expertise to make it straightforward. We understand the ins and outs, ensuring your assets are protected for the benefit of your family.

Navigating Fiduciary Tax Laws: Our experienced tax and accounting professionals are here to support you. We collaborate with investment advisors, attorneys, and financial experts, tailoring long-term estate plans to your unique needs. We stay up-to-date on tax law changes, ensuring your plan adapts to the latest regulations.

Our Services Cover:

  • Allocating assets to spouses, children, trusts, and charities
  • Reviewing your estate plan and trust tax situation to meet financial goals
  • Gift tax returns and strategies
  • Business succession planning
  • Trust administration
  • Trust income tax returns
  • Estate tax returns

Ready to secure your financial legacy? Let’s make estate and trust tax preparation simple and effective for you!

Picture of a house for HOA

HOA

                                                                      Susan Jones CPA – Your Trusted HOA Services Partner in California! 

We specialize in providing expert CPA services tailored specifically for Homeowners’ Associations (HOAs) across California. We are here to streamline financial management, ensuring your HOA operates smoothly and efficiently.

                                                                                                    Why Choose us for Your HOA?

  • Expertise in California HOA Regulations:

    • Navigate the complexities of California’s unique HOA regulations with confidence. We stay current with the latest state laws to keep your association compliant.

  • Customized Financial Solutions:

    • Your HOA is unique, and so are its financial needs. Our CPA services are tailored to fit the specific requirements of your association, providing a personalized approach.

  • Efficient Budgeting and Financial Planning:

    • We assist in creating realistic budgets and comprehensive financial plans to ensure your HOA’s fiscal health. Let us help you make informed financial decisions for a secure future.

  • Transparent Financial Reporting:

    • Keep your community well-informed with clear and transparent financial reporting. Our CPA services provide detailed and easily understandable reports for all stakeholders.

  • Timely Tax Filings and Compliance:

    • Avoid penalties and stay compliant with timely and accurate tax filings. We handle all aspects of tax preparation and compliance to keep your HOA in good standing.

  • Effective Communication:

    • Communication is key. We ensure open and effective communication with board members, making financial information accessible and facilitating informed decision-making.

  • Peace of Mind for Board Members:

    • Let your board members focus on community matters, not financial headaches. Our services provide peace of mind, knowing that your HOA’s finances are in capable hands.

  • Streamlined Bookkeeping and Accounting:

    • Say goodbye to bookkeeping headaches. We streamline the accounting process, making it simple and efficient, so you can spend less time on paperwork and more on community-building.

  • Dedicated Support:

    • We are committed to providing excellent customer service. We’re here to answer your questions, address concerns, and support your HOA every step of the way.     

                                                  Ready to elevate your HOA’s financial management? Contact us today!