Profile
Newport Beach CPA Firm
ListedTax, Audit, and Advisory CPA Firm in Newport Beach
About
About
Newport Beach CPA Firm provides tax, audit, advisory, and outsourced accounting services from Newport Beach, CA.
Its service menu includes tax preparation and planning, business entity and individual tax work, estate and trust services, sales tax, payroll, bookkeeping, and IRS notice or audit help.
Newport Beach CPA Firm provides tax, audit, advisory, and outsourced accounting services from Newport Beach, CA. The firm works with small businesses, private companies, closely held businesses, public companies, high-net-worth individuals, and family offices, with source text noting experience across private equity, real estate, investment management, retail, manufacturing, distribution, and technology industries.
Its service menu includes tax preparation and planning, business entity and individual tax work, estate and trust services, sales tax, payroll, bookkeeping, and IRS notice or audit help. The firm also lists audit and assurance, reviews and compilations, employee benefit plan audits, nonprofit and compliance audits, and special reports.
For business clients, Newport Beach CPA Firm also offers fractional CFO, cybersecurity, employee benefit services, business value acceleration and exit planning, mergers and acquisitions strategy, and outsourced accounting support. Services are listed as available in person or remotely.
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| CPA accounting advisory | In-person | ||
| CPA accounting advisory | Remote | ||
| New business formation | In-person | ||
| New business formation | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Sales tax | In-person | ||
| Sales tax | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax resolution | In-person | ||
| Tax resolution | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
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