Business Details
Your Trusted Partner for Accounting and Tax Solutions
Jeffrey Kolsin CPA, Inc. has served clients in Fountain Valley, CA for decades, combining professionalism, responsiveness, and quality to deliver exceptional accounting services. Our team prioritizes personalized attention, leveraging over 35 years of experience in tax preparation, estate planning, and business advisory to address individual and organizational needs. We maintain high standards through continuous education, ensuring compliance and strategic financial guidance. Our commitment to integrity and client-centric solutions positions us as trusted advisors in the community, offering free initial consultations to build lasting relationships. 
Services
Tax Preparation
Estate Planning
QuickBooks Services
Elder Care Accounting
Expatriate Tax Services
Small Business Accounting
IRS Audit Representation
Non-Profit Advisory
Highlights and features
- We offer over 35 years of experience in tax and accounting services.
- Our team provides personalized attention to individual and business financial needs.
- Specialized expertise in estate planning and IRS audit representation.
- 14 layers of security protect client data through our secure portal.
- Free initial consultations to address your unique financial challenges.
Associations and certifications
- CPA (Certified Public Accountant)
- Chartered Global Management Accountant (CGMA)
- California Society of CPAs
- Association of International Certified Professional Accountants
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for individuals and businesses. We optimize deductions and credits while maintaining compliance with federal and state regulations. Clients benefit from strategic planning to minimize liabilities and avoid penalties.
Estate Planning
We assist with estate planning to protect assets and streamline inheritance processes. Services include trust creation, will reviews, and tax strategy to reduce probate costs. Our team collaborates with attorneys to ensure legal compliance and client peace of mind.
QuickBooks Services
QuickBooks setup, training, and troubleshooting services enhance business financial management. We streamline bookkeeping processes and provide ongoing support to improve accuracy and efficiency for small to mid-sized enterprises.
IRS Audit Representation
Professional representation during IRS audits safeguards client interests. We handle communication, documentation, and negotiations to resolve disputes efficiently while addressing back taxes and compliance issues.
Small Business Accounting
Comprehensive accounting solutions for small businesses include bank reconciliation, financial statements, and cash flow management. Our services support informed decision-making and long-term financial stability through tailored advisory support.
People
Jeffrey Kolsin
CPA, CGMA
Jeffrey Kolsin, a Certified Public Accountant with over 35 years of experience, specializes in tax planning, non-profit advisory, and IRS compliance. He holds a California CPA license and CGMA designation, serving clients with personalized financial strategies.
Cindy Kolsin
Client Relations
Cindy Kolsin manages client relations and marketing, leveraging her 19 years of teaching experience to enhance client communication. Her focus on personalized service ensures a welcoming and supportive environment for all clients.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, including bookkeeping, financial statements, cash flow management, and tax compliance to support operational efficiency.
Do you handle IRS audit representation?
Yes, we offer IRS audit defense services, including documentation preparation, compliance review, and direct communication with tax authorities.
Can you assist with estate planning?
We collaborate with attorneys to provide estate planning services, including trust creation, tax strategy, and probate cost reduction.
Are your services available for expatriates?
Yes, we specialize in expatriate tax services, including U.S. tax filing compliance and foreign account reporting for Americans living abroad.
Do you offer QuickBooks support?
We provide QuickBooks setup, training, and troubleshooting to streamline accounting processes for small businesses.
