Business Details
44 Years
experience
Your Trusted Accounting Partner in Orangevale
Our accounting office has dedicated itself to providing comprehensive tax and financial solutions since 1982. With over 70 years of combined experience among our team members, we specialize in delivering personalized service that prioritizes client relationships while maintaining competitive pricing. Our expertise spans federal and state income tax preparation for individuals, partnerships, LLCs, corporations, and trusts, alongside bookkeeping and strategic tax planning for small businesses. We emphasize a consultative approach, offering free 30-minute consultations to ensure mutual compatibility between client and accountant.Located in Orangevale, California, we maintain year-round availability through appointment scheduling, supported by a commitment to staying current with evolving tax regulations. Our practice philosophy centers on combining technical expertise with individualized attention, recognizing that successful accounting relationships depend on mutual trust and understanding. We distinguish ourselves through decades of local service, a focus on practical financial guidance, and a dedication to demystifying complex tax matters for our clients.
Services
Tax Preparation
Bookkeeping
Tax Planning
Business Consulting
Financial Advising
Details
- Year established: 1982
Highlights and features
- 70+ years combined experience in accounting and taxation
- Free 30-minute consultation for new clients
- Specialized in individual and business tax planning
- Competitive pricing with personalized service approach
- Year-round availability through flexible appointment scheduling
Associations and certifications
- CPA
Services
Tax Preparation
We prepare federal and state tax returns for individuals, partnerships, LLCs, corporations, and trusts. Our process incorporates current tax law analysis to ensure compliance while optimizing deductions. Clients receive strategic guidance through detailed documentation and personalized consultations.
Bookkeeping
Our bookkeeping services maintain accurate financial records for small businesses. We offer complete accounting cycle management including accounts payable/receivable, payroll processing, and financial statement preparation. Clients may choose full-service support or self-managed systems with professional guidance.
Tax Planning
We develop customized tax reduction strategies for individuals and businesses. Services include quarterly tax projections, entity structure analysis, and asset allocation planning. Our approach combines long-term financial goals with current tax code requirements to minimize liability.
Business Consulting
Our consulting services help businesses analyze financial performance and improve profitability. We provide cash flow analysis, operational efficiency reviews, and succession planning. Clients receive actionable insights based on industry-specific accounting practices and market conditions.
Financial Advising
We offer comprehensive financial guidance covering investment strategies, retirement planning, and estate tax considerations. Our advising integrates tax implications with wealth management principles to create sustainable financial plans for high-net-worth individuals and business owners.
People
Accounting Associates
CPA MBA
With over 70 years combined experience in accounting and taxation, Accounting Associates specializes in personalized tax solutions for individuals and businesses. She has served Orangevale clients since 1982, emphasizing client relationships and accurate financial guidance.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, tax planning, business consulting, and financial advising for individuals and businesses.
Are you available outside regular business hours?
Yes, we offer appointments outside regular hours during summer and winter seasons. Contact us to schedule.
Do you offer free consultations?
Yes, we provide free 30-minute consultations for new clients to discuss their accounting needs.
What areas do you serve?
We primarily serve Orangevale, California, with both in-person and remote consultation options available.
What experience does your team have?
Our staff has over 70 years of combined experience in accounting and taxation, serving clients since 1982.
