CPA Services to Help You Keep More of What You Earn
Reach Your Financial Goals Faster
Strategic Tax Planning | Financial Statements: Preparation, Compilation & Reviews | Trust & Estate Taxes
REDUCE TAX LIABILITY
ENSURE COMPLIANCE
MAXIMIZE INCOME
OVERPAYING YOUR TAXES?
Our tax experts help you pay only what you legally owe and not one penny more.
Leaving money on the table by missing tax credits under the new tax cuts & jobs act?
Ever-changing tax compliance laws keeping you awake at night?
TAKING ADVANTAGE OF ALL YOUR ELIGIBLE FEDERAL AND STATE CREDITS AND INCENTIVES?
ACQUIRING ASSETS OR SELLING ASSETS WITHOUT A STRATEGIC PLAN?
We Scrutinize Your Financials, So You Don’t Have To
Improved Tax Strategies
Understanding your organization and its goals help us to identify tax credits and strategies that reduce your tax burden.
Forward-Thinking Solutions
Quarterly meetings to review your annual tax strategies enable updates and optimized tax deductions.
Greater Efficiency
Expert advice means you achieve results quickly and efficiently, saving you time and money.
Peace of Mind
Compliance with complicated tax laws and clarity about how your business is performing reduce your risk, so you sleep well at night.
Reach Your Financial Goals Faster
Strategic Tax Planning and Preparation
Customized tax strategy reduces your tax burden and ensures compliance with changing tax laws.
Financial Statements: Preparation, Compilation and Review
Accurate and timely financial reports help you run your business more efficiently and meet bank requirements.
Trust and Estate Taxes
Proactive approach for trusts and estates keeps more dollars in your pocket.
Working With Us Is Easy….
1. Schedule A Free Consultation
Schedule a no cost, no-obligation call to discuss your needs and goals.
2. Identify Areas for improvement
Together we’ll create a plan to achieve your objectives.
3. Execute Your Plan & Experience Success
A strong financial foundation sustains success.
Plan Better, Pay Less
Sometimes keeping more of what you earn is harder than making it. There aren’t enough hours in the day for you to stay on top of the tax laws and RUN your business.
Good News! We do that for you. Plus we help you create a solid business strategy that makes the tax code work to your advantage.
Questions? Contact Us.
24681 La Plaza
Suite #370
Dana Point, CA 92629
+1 949 218 5388
Lorraine@collyercpa.com
Collyer CPA
Full Service CPA Firm
Collyer CPA provides CPA/CFO expertise to help businesses create a strong financial foundation, reduce taxes, increase profits, and accelerate growth.
Business Tax Strategies
CFO Strategic Consulting
Financial Statement Reviews & Compliation
ABL Audits
Office:
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