F. J. Sandoval, CPA P. C.
For individuals and their businesses, F. J. Sandoval, CPA is all about personalized tax strategies and wealth management. Tax regulations are constantly changing and it takes more than just being fully versed in the latest tax code to truly make a difference in a client’s business. A competent accountant knows that every client is unique and that changes in the tax code and business environment affect individuals and their companies differently. By working closely with our clients throughout the year, we identify their specific needs and recommend customized tax strategies to help them minimize current and future tax obligations. Our comprehensive tax and wealth management services consist of proven tax planning strategies consistent with today’s tax code, retirement planning services, and compilation and analysis of investment portfolios that truly bring value to our clients.
Bookkeeping, Accounting and Success Consulting Services
From idea and implementation to growth and success – small businesses come to F. J. Sandoval, CPA when the basics are just not enough and critical support is required every step of the way. We combine the keen focus of a boutique accounting firm with the insight and expertise of a global firm. By letting us manage their accounting and tax needs in a professional and quality manner, our clients focus on what matters most – their business. Whether you own a start-up or an established business, we will take a pro-active approach to help you turn potential into tangible results. Our comprehensive services include:
- Advice on business and ownership structures. We will help you incorporate your new business, navigate your options for business tax elections such as S-corporations, Partnerships, Limited Liability Companies and others. We will also assist you with the completion of all related tax filings including payroll, sales and use tax.
- Assistance on formulating the most effective and customized bookkeeping, accounting, and internal control systems for your company.
- Cash flow and financial statement projections as well as budgeting and planning.
- Working capital management including assessing your financing requirements and recommending the best sources of finance.
- Planning for buying and selling a business including purchase price allocation and business valuation.
- Preparation of personal financial statements as required by lending institutions.
Audit, Review and Compilation Services
Many businesses only use their accountants to compile historic financial information and prepare tax returns. Many of these businesses don’t hear from their accountants until it’s time to schedule an audit or a review at year end. In today’s interconnected economy and constantly-changing tax environment, traditional accounting services are simply not enough to ensure client success.
Today’s economic and business environment calls for strategic business partners who are truly committed to building lasting relationships with their clients to ensure their long-term success. At F. J. Sandoval, CPA, we understand the importance of having confidence in the advice of your business consultants and having on your side forward-thinking advisors that can help you see what others don’t. We also understand the challenges that small and mid-size companies face. By working closely with our clients, we gain a keen understanding of their business and their needs. Once we understand your business, we then tailor a customized plan using a full suite of sophisticated strategies and industry-specific solutions. Our accounting services are more than just reporting historic information. Once we prepare your company’s financial statements (whether they are audited, reviewed or compiled), we will sit with you and your management team to make sense of the numbers and provide you with insights and ideas to help you make informed business decisions. So, if your current Accountant isn't proactively advising you on ways to save money and better manage your business, then it’s time to switch to F. J. Sandoval, CPA.
For small to medium size companies, F. J. Sandoval, CPA is the perfect fit. At F. J. Sandoval, CPA you’ll find dedicated attention and talented advisors committed to your success. Put our expertise to work for you – our comprehensive services include:
- Audits - including financial statement audits, employee benefit plan audits, forensic examinations, and internal control evaluations
- Reviews, Compilations and Agreed-upon procedures engagements
- Accounting and bookkeeping Services
- Tax return preparation for individuals, businesses and nonprofit organizations