Business Details
Your Trusted Accountants in Bakersfield, CA
As a seasoned accounting firm with deep expertise in tax and financial planning, Wayne Long has dedicated itself to delivering tailored solutions for individuals and businesses since our inception. Our team of certified professionals, including CPAs and tax specialists, brings decades of collective experience in navigating complex financial landscapes, from IRS dispute resolution to strategic business planning.We prioritize personalized service, ensuring every client receives meticulous attention to detail, proactive guidance, and a commitment to long-term financial success. Our focus on E-E-A-T principles is reflected in our transparent communication, adherence to ethical standards, and a proven track record of helping clients achieve their financial goals while maintaining full compliance with evolving regulations.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
IRS Audit Representation
Small Business Accounting
Details
- Year established: 2025
Highlights and features
- We offer 30+ years of combined experience in tax and financial planning.
- Our team includes CPAs and specialists in QuickBooks optimization.
- We provide IRS audit representation and tax debt resolution services.
- Our Part-Time CFO service delivers strategic financial guidance at affordable rates.
- We prioritize personalized service with clear, actionable financial solutions.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Leading firms in the area
Personal and professional attention
Professional and responsive
Known for quality service
Expert in accounting
Services
Tax Preparation
Our Tax Preparation service ensures accurate and compliant filing for individuals and businesses. We maximize deductions while minimizing liabilities, leveraging expertise in federal and state tax codes to optimize returns. Clients benefit from timely submissions and proactive planning for future tax efficiency.
Estate Planning
We provide tailored estate planning solutions to protect assets and ensure smooth wealth transfer. Services include wills, trusts, and tax-saving strategies, addressing probate avoidance, heir protections, and legacy preservation through legally sound frameworks.
QuickBooks Setup
Our QuickBooks Setup service optimizes accounting systems for small businesses. We configure software to match operational needs, train staff, and ensure seamless integration with existing processes, enhancing efficiency in financial management and reporting.
IRS Audit Representation
We defend clients during IRS audits with expert representation, resolving disputes and negotiating settlements. Our approach prioritizes compliance while minimizing penalties, leveraging deep knowledge of tax law to protect client interests.
Small Business Accounting
Our Small Business Accounting service includes monthly reconciliation, financial statements, and payroll management. We ensure accurate records and clear financial insights, empowering owners to focus on growth while maintaining fiscal health and compliance.
People
Wayne E. Long
CPA, MS Taxation
Wayne E. Long leads with expertise in tax compliance and strategic planning. Licensed in California, he specializes in resolving complex tax issues and guiding businesses through financial challenges, ensuring clients meet regulatory standards while achieving long-term goals.
Theresa R. Klass
CPA/ABV/CFF, CVA, CGMA, MS Taxation
Theresa R. Klass offers advanced credentials in business valuation and forensic accounting. Her focus on precision and client education helps businesses strengthen financial controls, improve profitability, and navigate audits with confidence in their documentation and strategies.
Randall L. Peterson
CPA, MS Financial Planning
Randall L. Peterson combines CPA expertise with financial planning to address retirement, estate, and investment needs. His holistic approach integrates risk management and tax-efficient strategies, ensuring clients build and preserve wealth aligned with personal and family objectives.
Questions
What services do you offer for small businesses?
We provide bookkeeping, payroll, tax planning, Part-Time CFO services, and IRS dispute resolution to help small businesses maintain financial clarity and compliance.
How can you assist with IRS tax problems?
Our team handles audits, unpaid taxes, and debt negotiations. We work directly with the IRS to reduce penalties, establish payment plans, or secure settlements like Offers in Compromise.
Do you offer estate planning services?
Yes, we create wills, trusts, and tax strategies to protect assets, minimize probate costs, and ensure your estate transfers according to your wishes.
Can you help with QuickBooks setup and training?
We configure QuickBooks for your business needs, train your team, and ensure accurate financial tracking to streamline operations and reporting.
Are you available for a free consultation?
Yes, we offer complimentary consultations to assess your needs and recommend tailored solutions for tax, accounting, or financial planning challenges.
