Business Details
11 Years
experience
Trusted CPA Services in Benicia & Walnut Creek, CA
At Green CPA Firm, we are dedicated to empowering individuals and businesses to achieve financial success through comprehensive tax, accounting, and advisory services. Our approach centers on understanding each client's unique goals, enabling us to tailor solutions that address specific needs while fostering long-term partnerships. With expertise in tax compliance, strategic planning, and forensic accounting, we prioritize proactive strategies to minimize tax liabilities and enhance financial efficiency. Our team of certified professionals brings decades of combined experience, including specialized skills in business valuations, IRS representation, and litigation support.We emphasize transparency, personalized guidance, and ongoing collaboration, ensuring clients receive actionable insights aligned with evolving regulatory landscapes. By maintaining a client-centric focus, we aim to build trust and deliver measurable value, whether assisting with day-to-day bookkeeping or complex financial challenges. Our commitment to excellence is reflected in our dedication to continuous education, adherence to industry standards, and a passion for helping clients navigate financial complexities with confidence.
Services
Tax Planning
Bookkeeping
Forensic Accounting
Business Valuations
IRS Representation
Estate Tax Preparation
Litigation Support
Accounting System Setup
Audit Services
Family Law Support
Details
- Year established: 2015
Highlights and features
- We offer proactive tax planning to minimize current and future liabilities.
- Our team includes Certified Valuation Analysts with forensic accounting expertise.
- We provide personalized IRS representation and audit support.
- We specialize in business valuations for mergers, acquisitions, and litigation.
- Our client-centric approach ensures tailored solutions for unique financial needs.
Associations and certifications
- California Society of Certified Public Accountants
- National Association of Valuation Analysts (NACVA)
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to individual and business needs. We analyze income, investments, and business structures to leverage tax code benefits while ensuring compliance. Clients receive year-round guidance to optimize deductions, credits, and retirement contributions.
Forensic Accounting
Forensic accounting involves analyzing financial records for legal disputes, fraud detection, and damage assessments. We use specialized techniques to trace illicit transactions, quantify losses, and prepare evidence for court proceedings. This service supports litigation, insurance claims, and corporate investigations with precise, defensible findings.
Business Valuations
Business valuations determine a company's worth for mergers, acquisitions, or legal matters like divorce settlements. We assess financial health, market position, and future earnings potential using industry-standard methodologies. Clients receive detailed reports to inform strategic decisions or legal negotiations.
IRS Representation
IRS representation covers audit defense, penalty abatement, and tax debt resolution. Our CPAs communicate directly with the IRS on your behalf, ensuring accurate documentation and compliance. We aim to reduce liabilities while protecting clients' rights during examinations or collection actions.
Bookkeeping
Bookkeeping services maintain accurate, organized financial records for daily operations. We manage accounts payable/receivable, payroll, and reconciliation to ensure real-time visibility into cash flow. This foundational service supports informed decision-making and seamless tax preparation.
People
Steven M. Green
CPA, Certified Valuation Analyst
Steven founded Green CPA Firm in 2015 after 10 years in public accounting. He specializes in tax compliance, forensic accounting, and business valuations, holding the CVA designation from NACVA. He prioritizes client education and community engagement.
Jenny Ngov
CPA
Jenny joined Green CPA Firm in 2015 and earned her CPA license in 2017. She focuses on tax preparation, bookkeeping, and business entity selection, leveraging her expertise to streamline financial processes for small businesses.
Carole Wirbick
CPA
Carole has been a California CPA since 2000, with experience in auditing government agencies and preparing complex tax returns. She joined Green CPA Firm in 2013, serving clients in Benicia for over four decades.
Lisa Phillips
Bookkeeper
Lisa manages day-to-day bookkeeping tasks, ensuring accurate financial records for clients. She collaborates with CPAs to maintain compliance and support strategic planning, bringing precision to accounting workflows.
Questions
What services does Green CPA Firm offer?
We provide tax planning, forensic accounting, business valuations, IRS representation, bookkeeping, audit services, and family law litigation support for individuals and businesses.
How do you tailor services to individual client needs?
We begin by understanding your unique financial goals and challenges, then develop customized strategies to address tax planning, accounting, and advisory requirements efficiently.
Can you assist with IRS audits or disputes?
Yes, our team has extensive experience representing clients during IRS audits, ensuring compliance while minimizing liabilities through strategic documentation and negotiation.
What is involved in your business valuation process?
We analyze financial statements, market conditions, and ownership structures to deliver objective valuations for mergers, acquisitions, or legal proceedings like divorce settlements.
Do you offer forensic accounting for legal cases?
Yes, we investigate financial discrepancies, quantify losses, and provide expert testimony for litigation support, fraud detection, and dispute resolution.
