Business Details
26 Years
experience
Your Trusted Accounting Partner in Atascadero, CA
Modica Financial & Tax is a full-service accounting firm dedicated to providing personalized financial solutions for businesses, non-profits, individuals, and trusts. With over 21 years of combined experience in accounting and human resources, our team specializes in bookkeeping, tax preparation, and strategic business planning. We offer tailored accounting software support, including QuickBooks implementation and training by certified ProAdvisors. Our commitment to building long-term client relationships ensures that we adapt to your evolving financial needs. As licensed professionals in California, we combine technical expertise with a client-first approach to deliver reliable, transparent services.Our founder, Heather Newsom, brings specialized knowledge as an Enrolled Agent and QuickBooks ProAdvisor to every engagement. We focus on empowering business owners with the tools and insights needed for sustainable growth. Our services extend to financial planning, estate planning, and resolving complex tax issues with discretion and efficiency. By maintaining federal licensing standards and adhering to ethical guidelines, we establish ourselves as trusted advisors in the accounting industry. Whether you require day-to-day bookkeeping or strategic tax planning, our firm prioritizes your financial success through customized solutions.
Services
Bookkeeping
Tax Preparation
Payroll Services
QuickBooks Support
Business Consulting
Strategic Planning
Estate Planning
Tax Problem Resolution
Financial Reporting
Company Setup
Details
- Year established: 2000
Highlights and features
- We offer 21+ years of combined accounting and HR expertise.
- Our team includes IRS-licensed Enrolled Agents for tax matters.
- We provide certified QuickBooks ProAdvisor implementation and training.
- We specialize in resolving complex tax problems discreetly and efficiently.
- Our strategic business planning helps companies achieve sustainable growth.
Associations and certifications
- Enrolled Agent
- QuickBooks ProAdvisor
Services
Tax Preparation
We prepare comprehensive tax returns for individuals and businesses, ensuring compliance with federal and state regulations. Our Enrolled Agents specialize in resolving complex tax scenarios while maximizing deductions. With personalized guidance, we help clients understand their tax obligations and optimize financial outcomes through strategic planning.
Bookkeeping
Our bookkeeping services maintain accurate financial records using industry-leading software. We track income, expenses, and payroll to provide real-time financial insights. By implementing customized accounting systems, we help businesses streamline operations and improve financial decision-making through detailed reporting and analysis.
QuickBooks Support
Certified ProAdvisors offer QuickBooks setup, training, and troubleshooting services. We help businesses implement accounting software tailored to their operational needs. Our hands-on training ensures clients can effectively manage financial processes while leveraging software capabilities for improved efficiency and accuracy.
Business Consulting
We provide strategic financial advice for business growth and operational improvement. Our consulting services include cash flow analysis, budgeting, and financial forecasting. By understanding each client's unique challenges, we develop actionable plans to enhance profitability and long-term sustainability through data-driven recommendations.
Tax Problem Resolution
Our Enrolled Agents negotiate with the IRS to resolve tax liens, levies, and audits. We develop payment plans and offer dispute resolution strategies while maintaining client confidentiality. Through proactive communication and expert knowledge of tax codes, we minimize penalties and restore financial stability for individuals and businesses.
People
Heather Newsom
Founder & Enrolled Agent
Certified QuickBooks ProAdvisor since 2004 with 21+ years in accounting. Specializes in tax resolution and business strategy. Licensed Enrolled Agent representing taxpayers before the IRS. Committed to personalized client support and financial education.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll processing, QuickBooks support, business consulting, and strategic planning tailored to small business needs.
Are you qualified to handle complex tax issues?
Yes, our team includes IRS-licensed Enrolled Agents with expertise in resolving tax liens, audits, and complex filing situations while maintaining compliance.
Do you offer QuickBooks training for business owners?
Certified ProAdvisors provide on-site QuickBooks training and software implementation to help business owners effectively manage their accounting processes.
How do you support non-profit organizations?
We ensure proper IRS revenue/expense classifications to maintain tax-exempt status while providing financial reporting and compliance support specific to non-profits.
What experience do you have with business startups?
We assist with company formation, policy implementation, and financial systems setup to establish strong accounting foundations for new businesses.
