CPA Professionals You Can Trust

Our CPA services help you navigate complex tax rules and regulations to ensure you receive maximum benefits.

We handle everything from income tax preparation, business valuation services, and employee benefit plans to business advisory services and outsourced accounting. Whether you need help with bookkeeping, financial statement preparation, or payroll, we're here to help. With our guidance, you will achieve all your business goals and reach new heights of success.

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CPA Services for Small Businesses

We apply our expertise in finance and business to help our clients improve the quality of their lives and make their businesses more profitable.

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Tax Planning and Preparation
As an experienced team of certified public accountants, we will ensure your finances are in order. You will never have to worry about missing a deadline or being hit with penalties. With our personalized approach, we work with you to understand your business and meet your specific needs.
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IRS Representation
Our service is specifically designed to assist you in dealing with the IRS during tax season. With our quality CPA services, you can rest easy knowing that we'll handle the specifics and represent you rightfully in front of the IRS.
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Financial Statement Preparation
We'll make sure you're in compliance with all business tax laws to avoid any costly penalties. Don't waste any more time stressing over financial statements and business taxes. Let us handle it and leave you free to focus on growing your business.
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Cash Flow Management
We will monitor and optimize the cash flow in and out of your business. Our strategic financial guidance provides a clear picture of your income and expenses. We will take care of everything, so you can focus on growing your business.
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Auditing and Assurance Services
Our auditing and assurance services are tailored to fit the unique needs of a small business. We will thoroughly review your financial statements, internal controls, and tax compliance to ensure that your business operations are compliant and sustainable.
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Business Advisory and Consulting
Our services range from financial analysis, strategic planning, and tax planning to business process improvement, technology consulting, and risk management. We're here to help you streamline your operations, reduce costs, and increase profitability.
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Payroll Processing and Compliance
You can focus on growing your business while we ensure your payroll is accurate, timely, and compliant with state and federal regulations. We will take care of payroll tax filings and W-2 and 1099 preparation while also offering customized solutions for all your business needs.
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Budgeting and Forecasting
With our expertise in financial analysis and forecasting, we can help you create a budget that works best for your business goals. Our solutions include identifying your business's key financial drivers, analyzing your cash flow, and forecasting future financial performance.
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Retirement Planning
By working with us, you will access expert advice and guidance on retirement plans, social security benefits, and tax-efficient savings strategies. We'll help you navigate retirement planning and ensure you make the best decisions for your business and future.

The Benefits of Working With a CPA Firm

When you have a good CPA by your side, you can rest easy knowing that all your financial information is accurate and up-to-date. We can also help you navigate complex tax laws and regulations, saving you time and money. Plus, as a San Diego CPA firm, we have intimate knowledge of the local market and community. We also offer outsourced CPA services and more to help your business thrive. No matter what tax services you need, we're here to deliver.

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Take the Stress Out of Tax Preparation

Have you been losing sleep over tax season? Let us take the stress out of tax preparation for you! As a small business owner, you deserve the best possible CPA firm, and we are here to provide just that. We specialize in providing quality services to suit all your requirements. Our main goal is to offer exceptional client service that simplifies the entire process.

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Elevate Your Profits With Our Expert CPA Services

“After trying three other bookkeepers and two CPA firms, I am happy to have found Profitwise Accounting. Prompt, professional, correct, and complete. They showed me how to set up things to automate a lot of what I had been doingmanually – saving me time and paperwork.”
Cam Schultz
EmbroidMe
“They have been very engaged in my business and its growth and are handling the accounting, employee payroll, and compliance for my company so I can concentrate on building my business. Competent, knowledgeable, available, and current—a great accounting firm!”
Paul Pate
Blue Ocean Window Cleaning
“With Profitwise taking care of our accounting and tax planning, I know that the details will be taken care of accurately and efficiently. Since I don’t have to worry about our accounting and taxes I can focus my attention on growing the business."
N. Aspesi, President
Breakwater Technologies, Inc.
“When running a business, sometimes we need to bring other people in to fill in the holes. Profitwise helped me get my accounting holes patched up and get me headed in the right direction.”
J. Johnson, Business Development
PharmDmand
“Profitwise really understands our business and has helped us with tax planning and tax savings strategies that contribute to the overall success of the company. Since I don’t have to worry about our accounting and taxes, I can focus my attention on growing the business.”
N. Aspesi
Breakwater Technologies

What Services Do CPAs Provide?

CPAs assist with accounting services such as bookkeeping, financial statement preparation, and audits. They also help with tax services, including tax planning, preparation, and compliance, ensuring your business is legally compliant with state and federal laws.

Moreover, CPAs offer business advisory services like financial analysis, investment advice, and developing strategies to improve profitability. They help with merger and acquisition transactions, as well as succession planning.

A CPA can even act as a consultant, helping you make informed decisions about budgeting, forecasting, and risk management. They assist in developing new policies and procedures for your business and support you in navigating complex financial regulations and laws.

 

What Qualifications Should I Look for When Hiring a CPA?

You should ensure they have updated knowledge of the accounting standards and tax laws. They should also have experience in your industry and the services you require.

Look for their communication skills, attention to detail, and strong analytical skills. They should also be able to work under pressure and handle multiple tasks.

It is recommended to check for the CPA's licensing and credentials through the state Board of Accountancy. Additionally, you should consider the CPA's reputation, testimonials, and references from former clients for their expertise and professionalism.

 

What Advantages Do CPAs Offer Compared to Other Financial Professionals?

CPAs are licensed and have undergone rigorous educational and experiential requirements, ensuring their competence in various financial fields. This gives them an edge over other financial professionals who may lack the same training and qualifications.

Additionally, CPAs adhere to a strict code of ethics, assuring business owners that their financial affairs are being handled with integrity and professionalism. They also offer personalized financial advice and consultation to help businesses achieve their goals and objectives.

 

Can a CPA Represent Me During an IRS Audit or Tax Dispute?

Yes, a CPA can represent you during an audit or dispute.

They are authorized to represent clients before the IRS and other tax authorities. A CPA can assist you in preparing for the audit or dispute, communicating with the IRS on your behalf, negotiating a settlement, and appealing a decision.

However, it is important to note that not all CPAs have the same level of expertise or experience. You should choose a CPA with a strong track record of successfully representing clients in audits and disputes.