Business Details
28 Years
experience
Your Trusted Tax & Accounting Partner in California
Alma's Accounting & Tax Services began as a home-based business and has grown steadily over the past 25 years. Our reputation for excellence has been built entirely through word-of-mouth referrals from satisfied clients who trust our expertise in accounting and tax regulations. We prioritize building long-term relationships while maximizing client refunds through free e-filing services. All our tax preparers maintain annual IRS and CTEC registrations, ensuring compliance with industry standards. As a California-based firm, we serve clients nationwide with personalized attention.Our comprehensive services include tax preparation, payroll, bookkeeping, audit reviews, business consultations, estate planning, notary services, and financial planning. We rigorously research providers to offer clients top-tier financial products. Our commitment to continued education and client-centric approach ensures tailored solutions for individuals and businesses. We operate in English and Spanish, offering accessible support for diverse clients. Book an appointment today to experience our trusted, professional service firsthand.
Services
Tax Preparation
Payroll & Bookkeeping
Audit Review
Business Start-Up Consultations
Trust/Wills/Estate Planning
Notary Services
Financial Planning
Retirement Planning
Investment/IRA/401K
Details
- Year established: 1998
Highlights and features
- 25 years of proven expertise in tax and accounting services
- All tax preparers maintain annual IRS and CTEC certifications
- Personalized service tailored to individual client needs
- Free e-filing service for faster tax refund processing
- Bilingual English/Spanish support for broader accessibility
Associations and certifications
- IRS
- CTEC
What people say
Best personalized service
Maximize your refund
Free e-filing convenience
Bilingual English/Spanish support
25 years of expertise
Services
Tax Preparation
We prepare personal and business tax returns with expertise in maximizing refunds. Our IRS-certified professionals use secure digital tools for efficient processing. Clients receive personalized guidance to ensure compliance and optimal financial outcomes.
Payroll & Bookkeeping
Our comprehensive payroll and bookkeeping services ensure accurate financial record-keeping. We handle tax filings, wage calculations, and financial reporting to help businesses maintain compliance and focus on growth.
Audit Review
We provide expert support during tax audits, reviewing documentation and representing clients before tax authorities. Our proactive approach minimizes risks and ensures proper resolution of audit-related issues.
Estate Planning
We create customized estate plans including wills, trusts, and probate strategies. Our solutions protect assets and ensure clients' wishes are honored through legally sound documentation.
Financial Planning
Our financial planning services cover retirement strategies, investment management, and insurance solutions. We help clients achieve long-term financial goals through personalized, research-backed approaches.
Questions
What services does Alma's Accounting offer?
We provide tax preparation, payroll, bookkeeping, audit reviews, business start-up consultations, estate planning, notary services, and financial planning solutions.
How does the tax preparation process work?
Clients use our Taxes To Go app to upload documents securely, then schedule a phone appointment to review their return with our experts.
Are your tax preparers certified?
Yes, all our tax preparers maintain annual IRS and California CTEC registrations to ensure compliance with industry standards.
Do you offer notary services?
Yes, we provide Notary Public services by appointment. Call us at (951) 356-5255 to schedule your notary appointment.
Do you serve clients outside California?
Yes, while based in California, we serve clients nationwide through our secure digital platform and phone consultations.
