Business Details
23 Years
experience
Trusted Accounting Services for Hospitality Businesses
Navjeet Hospitality CPA Firm is a Bay Area accounting firm specializing in hospitality industry services. With over two decades of experience since 2003, we provide tailored financial solutions for restaurants, bars, and hotels. Our team of certified professionals delivers comprehensive accounting, tax planning, payroll processing, and audit representation services. We focus on reducing tax liabilities, improving financial efficiency, and offering strategic guidance to enhance profitability. Our expertise in multi-state tax compliance and industry-specific challenges ensures clients receive actionable insights.Backed by thousands of successfully prepared tax returns and hundreds of resolved tax disputes, we combine technical proficiency with personalized service. Our commitment to continuous education keeps clients ahead of regulatory changes, while our transparent approach builds lasting trust. We empower hospitality business owners to focus on operations while we handle complex financial matters.
Services
Hospitality Accounting
Tax Preparation
Payroll Services
Financial Reporting
Accounts Payable
Details
- Year established: 2003
Highlights and features
- We specialize in hospitality accounting with 20+ years of industry experience
- Our team includes former Big Four auditors and certified tax professionals
- We handle multi-state tax compliance for restaurants and hotels
- We offer customized financial reporting to track labor and inventory costs
- We provide tax audit representation for IRS and state agency disputes
What people say
Professionalism and detail
Excellent customer service
Knowledgeable accountants
Timely completion
Sound financial advice
Services
Hospitality Accounting
Specialized accounting solutions for hospitality businesses including restaurants, bars, and hotels. We provide comprehensive bookkeeping, financial statement preparation, and internal control optimization. Our industry-specific expertise helps track labor costs, manage inventory, and improve cash flow management while ensuring compliance with complex hospitality industry regulations.
Tax Preparation
Complete tax preparation and planning services for hospitality businesses. We handle corporation, LLC, and sole proprietorship returns while maximizing tax savings through strategic planning. Our team stays current with changing tax codes to ensure compliance across multiple states and helps resolve tax notices or disputes with government agencies.
Payroll Services
Customized payroll processing solutions for hospitality businesses with diverse employee classifications. We manage tip reporting, tax filings, and wage payments while handling complex payroll tax requirements. Our services include W-2/1099 preparation, unemployment claims processing, and compliance with state and federal labor regulations specific to the hospitality industry.
Financial Reporting
Detailed financial reporting services tailored to hospitality businesses. We provide monthly/quarterly financial statements, sales tax reports, and cost analysis to track food and labor expenses. Our customized reporting helps business owners make data-driven decisions to improve profitability and monitor key performance metrics specific to their industry.
Accounts Payable
Comprehensive accounts payable management for hospitality businesses. We handle invoice processing, credit card reconciliation, and vendor payments while providing weekly aging reports. Our services ensure accurate financial records, prevent late fees, and maintain proper cash flow management through detailed tracking and reporting of all payable obligations.
People
Navjeet Chahal
Founder
Established the firm in 2003 after working at PricewaterhouseCoopers. Holds UC Berkeley accounting degree and has prepared over 10,000 tax returns. Specializes in tax dispute resolution with government agencies.
Pooja Aggarwal
General Manager
Senior accountant with 10+ years experience overseeing sales tax and payroll departments. Chartered Accountant from India with expertise in helping businesses achieve financial goals through personalized service.
Paul Morrow
Client Services
Account management specialist with 10+ years experience educating clients on business services. Focuses on new business development and free consultations at client locations.
Pinkesh Gandhi
Staff Accountant
Handles bookkeeping and accounting needs with business degree in accounting and finance. Completes clients' financial records accurately and efficiently within tight deadlines.
Dhaval Passa
Payroll Specialist
Payroll and property tax expert with specialized training in government compliance. Manages timely submission of payroll taxes and property tax returns for hundreds of clients.
Questions
What accounting services do you offer for restaurants?
We provide complete accounting solutions including bookkeeping, financial reporting, payroll processing, tax preparation, and accounts payable management specifically tailored to restaurant operations.
Do you handle multi-state tax compliance?
Yes, we specialize in multi-state tax compliance for hospitality businesses with locations across California and other states.
How do you help with tax audits?
Our team provides full audit representation for IRS, Franchise Tax Board, and BOE audits, helping clients prepare documentation and navigate the audit process.
What areas do you serve?
We primarily serve Bay Area hospitality businesses but work with clients throughout California including Marin County, Sacramento, and Tracy.
Can you help with new business formation?
Yes, we assist with business entity selection, loan applications, and tax planning for new hospitality businesses starting operations.
How do you handle payroll for tipped employees?
We specialize in proper tip reporting and payroll tax calculations for hospitality businesses with tipped employees, ensuring compliance with complex wage regulations.
