Tax Preparation & Bookkeeping
Carlos A. Ausejo, E.A. provides a wide range of services to individuals
and businesses in a variety of industries. At Carlos A. Ausejo, E.A., we strive to meet each client's specific needs in planning
for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
At Carlos A. Ausejo, E.A., we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Request information about Tax Management Services below
From start-ups to established enterprises,
businesses rely on accurate and insightful financial information in order to maintain profitability
and capitalize on new opportunities. Carlos A. Ausejo, E.A.'s accounting services steer you closer to these goals with
accurate record-keeping and reporting as well as support on financial issues such as initial
accounting system setup, cost-containment, tax planning, investments, and employee benefit and
profit-sharing plans.
These services include but are not limited to:
- General ledger
and financial statement preparation
- Bookkeeping (Monthly, quarterly, or annual)
- Accounting
system setup and support
- Payroll processing
- Cash flow budgeting and forecasting
- Personal
financial statements
- Employee benefit and profit-sharing plans
- Corporate tax planning and
return preparation
- Litigation support
We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.
Request information about Accounting Services below
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Carlos A. Ausejo, E.A.'s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.
Request information about Estate and Trust Planning and Tax Preparation below
Financial and Retirement Planning
Carlos A. Ausejo, E.A.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Carlos A. Ausejo, E.A. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.
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We represent clients on IRS, Franchise Tax Board, Board of Equalization, and Employment Development Audits.
We have ample experience and an excellent track record. An audit can be a terrible experience without proper representation. We know what the auditor is looking for, and prepare our work to defend the client's position.
Because of our experience and approach, we have an excellent relationship with government agencies. Our track record in audit results is likewise excellent.
With the EDD and IRS, the special issue of employee vs. independent contractor must be carefully handled. This aspect of an audit by either agency can be disastrous to any business without proper representation.
We can assist you with government agencies audits!
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Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Carlos A. Ausejo, E.A. can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Request information about Bookkeeping/Write-up below
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Carlos A. Ausejo, E.A. can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
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Carlos A. Ausejo, E.A.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
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Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. Carlos A. Ausejo, E.A. can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, your business and your employees will be rewarded for the hard work that contributed to the success of your business.
Request information about Employee Benefits, Pension, and Profit-Sharing Plans below
Whether your needs are corporate or personal, Carlos A. Ausejo, E.A.'s professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
