Business Details
37 Years
experience
Trusted Accounting Services in Mission Viejo, CA
Robert J Coscia, CPA has been delivering comprehensive accounting services to individuals and small businesses for over 25 years. Founded in 1989, our firm combines extensive experience in tax preparation, audit services, and financial advisory with a client-centric approach. Our expertise spans audits of homeowner associations and nonprofit organizations, tax planning for diverse entities, and specialized real estate industry insights gained from Coldwell Banker. We prioritize personalized service, offering year-round support without charging for client inquiries.Our commitment to continuous improvement is evident in our adoption of secure digital tools for tax preparation and file exchange, ensuring convenience while maintaining rigorous quality standards. With a foundation built on decades of experience in both national and local CPA firms, we provide strategic partnership-level guidance that empowers clients to make informed financial decisions.
Services
Tax Planning
Audit Services
Agreed-Upon Procedures
Financial Tools
Client File Exchange
Details
- Year established: 1989
Highlights and features
- We offer 25+ years of specialized experience in tax and audit services
- Our team provides personalized service with no charges for client consultations
- We combine national firm expertise with local market knowledge
- We utilize secure digital tools for efficient tax preparation and file exchange
- Our CPA specializes in nonprofit organization audits and real estate accounting
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Planning
We provide year-round tax planning and preparation services for individuals and businesses. Our approach combines continuous tax law updates with personalized strategies to minimize liabilities. Clients receive regular newsletters about tax changes affecting their financial decisions.
Audit Services
Specializing in audits for nonprofit organizations and homeowner associations. We offer varying assurance levels through audits, reviews, and compilations. Our services meet regulatory requirements and provide decision-making insights for small businesses.
Agreed-Upon Procedures
We conduct tailored procedures for specific assurance needs. This includes due diligence, asset verification, and compliance checks. Our AICPA-compliant reports provide actionable findings for business decisions like mergers or financing.
Client File Exchange
Secure online platform for document sharing and tax preparation. Eliminates in-person meetings through encrypted file transfer. Maintains confidentiality while streamlining the tax filing process for modern clients.
Financial Problem Solvers
Interactive calculators for financial planning and tax scenarios. Helps clients understand complex financial situations through practical modeling. Available as supplementary resources for informed decision-making.
People
Robert J. Coscia
CPA
Certified Public Accountant with 25+ years experience in tax services and audit assurance. Specializes in nonprofit organizations and real estate accounting. Graduated from California State University, Long Beach with accounting concentration.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, audit assurance services, and agreed-upon procedures for individuals, small businesses, and nonprofit organizations.
How long have you been in business?
Robert J. Coscia & Co. has been providing accounting services since 1989, with over 25 years of professional experience.
Do you offer digital tax filing options?
Yes, we provide secure online file exchange and electronic tax organizers for convenient remote tax preparation.
What sets your firm apart from others?
We combine national firm expertise with personalized service, offering year-round support without charging for client consultations.
How do you handle audit representation?
We provide full representation before taxing agencies, including audit defense and negotiation of tax liabilities.
