Business Details
Trusted Accounting and Tax Services in Temecula, CA
Nottingham and Associates, CPAs is a full-service accounting firm dedicated to providing comprehensive financial solutions for businesses and individuals. With decades of combined experience, our team prioritizes client-centric service, fostering long-term relationships through personalized attention and tailored strategies. We specialize in tax planning, preparation, and compliance, alongside bookkeeping, payroll, and business consulting, ensuring clients achieve financial stability and growth.Our commitment to staying current with evolving tax laws guarantees accurate, strategic advice. Backed by certifications like CPA and QuickBooks expertise, we emphasize transparency, security, and proactive communication, helping clients navigate complex financial landscapes with confidence.
Services
Tax Planning
Personal Tax Prep
Business Tax Prep
Bookkeeping
Payroll Services
Financial Statements
Nonprofit Tax Prep
Trust & Estate Tax
1099 Preparation
Business Consulting
Highlights and features
- We have over 20 years of experience in accounting and tax services.
- Our team consists of certified experts including CPAs and QuickBooks advisors.
- We provide personalized service tailored to individual and business needs.
- We prioritize client satisfaction with responsive and reliable support.
- We offer secure document handling and data protection for client safety.
Associations and certifications
- AICPA
- California Society of CPAs
What people say
Personalized service
High level of expertise
Responsive and reliable
Knowledgeable in diverse tax codes
Accurate and timely
Services
Tax Planning
Proactive tax planning helps businesses and individuals optimize financial decisions throughout the year. We analyze scenarios like equipment purchases, charitable contributions, and investment strategies to minimize liabilities. Our expertise ensures compliance while maximizing savings for long-term stability.
Personal Tax Prep
Accurate preparation of individual tax returns tailored to unique financial situations. We handle complex scenarios such as property sales, stock options, and pension distributions, ensuring compliance with IRS regulations while maximizing refunds and minimizing liabilities through strategic deductions.
Business Tax Prep
Comprehensive tax preparation for businesses, including entity selection, compliance, and strategic filing. We manage diverse industries and entity types, ensuring accurate reporting for corporations, LLCs, and nonprofits while advising on tax-efficient operations and growth strategies.
Bookkeeping
Monthly and quarterly bookkeeping services maintain real-time financial clarity. We reconcile accounts, update QuickBooks files, and generate reports to track cash flow, expenses, and profitability. This foundational service supports informed decision-making and seamless tax preparation.
Payroll Services
End-to-end payroll processing ensures timely, compliant employee compensation. We calculate wages, file payroll taxes, and generate statements while adhering to labor laws. This service reduces administrative burdens, allowing businesses to focus on operations without compliance risks.
People
Jody Nottingham
CPA
Jody Nottingham, CPA, leads the firm with over 20 years of experience in accounting and tax services. She specializes in nonprofit accounting, QuickBooks consulting, and business strategy, prioritizing client relationships and financial clarity.
Doug Nottingham
Accounting Manager
Doug Nottingham, Accounting Manager, brings 19 years of expertise in business consulting and tax planning. He focuses on succession planning, investment strategies, and QuickBooks solutions, supporting clients across diverse industries with a team-oriented approach.
Patty Estrada
Staff Accountant
Patty Estrada, Staff Accountant, has six years of experience in bookkeeping and tax preparation. She assists clients in hospitality, construction, and retail industries, leveraging critical thinking to solve financial challenges while pursuing advanced accounting education.
Questions
What services do you offer for small businesses?
We provide tax preparation, bookkeeping, payroll, business consulting, and financial statement preparation tailored to small businesses, ensuring compliance and strategic growth support.
How can tax planning benefit me?
Tax planning identifies opportunities to minimize liabilities, optimize deductions, and prepare for life events like property sales or retirement distributions, ensuring financial efficiency year-round.
Do you handle nonprofit tax returns?
Yes, we specialize in nonprofit tax compliance, ensuring accurate filings and adherence to strict regulatory requirements for organizations of all sizes.
What sets your firm apart from others?
Our client-first approach combines CPA expertise, personalized service, and proactive communication, fostering long-term relationships built on trust and financial expertise.
How do you protect client data?
We use secure platforms like ShareFile for document sharing, enforce password protections, and avoid email transmission of sensitive information to safeguard client privacy.
Can you assist with QuickBooks setup?
Yes, we offer QuickBooks training and setup services to help businesses manage accounting efficiently, whether using desktop or online versions.
