What to Expect at Rick Arellano CPA

Whether it's a simple personal tax return or a complex business, I operate my practice on the premise that the role of a CPA is to not only to file taxes correctly, but to ensure you are presented with the information you need to make informed decisions.

1

Tax Planning

Depending on your situation, once the year is over, most of the options you have available to adjust your tax liability have expired. However, this doesn't mean you can't take advantage of tax savings in the future (possibly even catch something you missed). Tax laws are always changing, and I can help you with strategies to take advantage of the newest regulations.

2

Tax Preparation

I provide tax returns for individuals, corporations, & partnerships. Please call as well for trusts, estates and not-for-profit. Currently my advantage is I am able to start work preparing your return quickly, I operate office hours outside of normal business hours, and I offer my services at very competitive rates. My services do not stop however at simply preparing your return. Whether you are an individual with a simple return and are concerned about retirement, or you are a corporation with a profit and loss statement, general ledger and balance sheet, I am available to review your unique situation with you to provide the information you need to make informed decisions.

3

IRS Representation

The IRS has recently been in the news regarding its plan to hire 87,000 new agents. Right now, is a good time to consider working with a CPA in general. I am available to help you deal with the IRS if you have received a notice. Please don't ignore these notices. Giive me a call, we can discuss your situation and options.

4

Bookkeeping

I perform new bookeeping services outside of tax season (May - December). However, feel free to give me a call to discuss your situation. I utilize Quickbooks software to setup/fix/input the information you need to create the financial statements necessary for tax preparation. Financial statements like your income statement, general ledger and balance sheet are powerful tools to access your business and make decisions regarding the direction of your business.