Business Details
Your Trusted Claremont Business Tax & Accounting Advisor
Claudia Topete, CPA brings over two decades of expertise in federal, state, and international tax matters to businesses in Claremont and beyond. With a career spanning public accounting, corporate roles at Zappos.com and Caesars Entertainment, and government experience as an IRS agent, our firm offers unparalleled insight into strategic tax planning, business advisory services, and compliance solutions. We specialize in serving diverse industries including technology, e-commerce, construction, and real estate, providing tailored guidance to optimize financial performance.Our proactive approach to tax strategy ensures clients maximize deductions while maintaining compliance, and our personalized advisory services help businesses streamline accounting processes and plan for long-term growth. As a fellow entrepreneur, Claudia Topete understands the unique challenges business owners face, offering hands-on support to transform financial complexities into strategic advantages.
Services
Tax Planning
Business Accounting
Advisory Services
Retirement Planning
Payroll Solutions
Highlights and features
- 20+ years of experience across public accounting, corporate, and government sectors
- Personalized tax strategies tailored to specific business needs
- Proactive approach to year-round tax planning and compliance
- Comprehensive advisory services for business growth and efficiency
- Former IRS agent on staff for tax controversy resolution expertise
What people say
Amazing tax expertise
Personalized service
IRS issues resolved
Proactive planning
Knowledgeable guidance
Services
Tax Planning
Our proactive tax planning services help businesses minimize liabilities while maintaining compliance with evolving regulations. We analyze financial data to create customized strategies that maximize deductions, optimize tax positions, and prepare for future obligations. Our expertise spans federal, state, and international tax requirements for corporations, partnerships, and high-net-worth individuals.
Business Accounting
We manage complete accounting functions including recordkeeping, financial statement preparation, and QuickBooks implementation. Our services ensure accurate financial tracking, timely reporting, and organized documentation for informed decision-making. We tailor systems to each business's unique needs while maintaining compliance with accounting standards.
Advisory Services
Our advisory services focus on strategic business planning, entity selection, and succession planning. We analyze financial data to recommend growth strategies, improve operational efficiency, and develop long-term plans that align with market conditions and personal financial goals for business owners.
Tax Problems
We resolve tax controversies including audits, back taxes, and debt settlement. Our team negotiates with tax authorities to establish payment plans, reduce liabilities through offers in compromise, and implement solutions for payroll tax issues while protecting clients' financial interests throughout the process.
Retirement Planning
Our retirement planning services create comprehensive strategies for business owners and executives. We coordinate tax-efficient savings plans, investment strategies, and estate planning components to ensure financial security while maintaining business growth and succession objectives.
People
Claudia Topete
Certified Public Accountant
Claudia Topete brings 20+ years of experience in federal, state, and international tax matters. Formerly with RSM, Zappos.com, Caesars Entertainment, and the IRS, she specializes in strategic tax planning, business advisory services, and tax controversy resolution for diverse industries.
Questions
What tax planning services do you offer for businesses?
We provide comprehensive tax planning including entity selection, quarterly estimated tax planning, deduction maximization, and compliance strategies tailored to your business structure and industry requirements.
How do you handle IRS tax problems?
Our team represents clients in tax controversies, including audits, back taxes, wage garnishments, and offers in compromise. We negotiate payment plans and work to reduce liabilities while protecting your interests.
What accounting services do you provide?
We offer complete accounting services including bookkeeping, financial statement preparation, QuickBooks setup and training, payroll processing, and financial reporting tailored to small business needs.
Do you work with specific business industries?
We serve diverse industries including technology, e-commerce, construction, real estate, professional services, and entertainment, providing specialized tax and accounting solutions for each sector's unique requirements.
What advisory services are available?
Our advisory services include business succession planning, strategic growth analysis, financial performance evaluation, and entity structure recommendations to optimize business operations and personal financial goals.
How can you help with retirement planning?
We develop customized retirement strategies that coordinate business exit plans with personal financial goals, including tax-efficient savings vehicles and estate planning integration.
