Business Details
20 Years
experience
Trusted Accounting & Tax Services in California & Nevada
Established in 2006, Benn & Leman CPAs has dedicated itself to delivering professional accounting, tax, and financial advisory services to clients across California and Nevada. Our firm prioritizes personalized attention, prompt results, and proactive client engagement, ensuring tailored solutions that meet individual and business needs. With a collaborative approach, we educate clients on financial matters, simplify complex processes, and act as trusted advisors in tax planning, business valuations, and entity structuring. Our team combines decades of experience, including specialized expertise in audits, financial projections, and succession planning, to support clients in achieving long-term success.We maintain a client-centric focus, limiting our clientele to ensure consistent, high-quality service and fostering trust through transparency and responsiveness. Our professionals, including Katherine L. Leman and Charles K. Benn, bring extensive industry knowledge and a commitment to excellence, serving diverse sectors from startups to established family-owned businesses.
Services
Tax Preparation
Financial Advisory
Business Valuations
Audit Services
Bookkeeping
Estate Planning
QuickBooks Support
Entity Structuring
Details
- Year established: 2006
Highlights and features
- We offer personalized accounting solutions tailored to your unique needs.
- Our team combines decades of experience in tax planning and business advisory.
- Proactive client education ensures informed financial decision-making.
- Collaborative approach to simplify complex accounting and tax challenges.
- Commitment to quality service with a client-first philosophy.
Associations and certifications
- CPA
Services
Tax Preparation
We prepare and file individual, corporate, partnership, and trust tax returns with precision. Our service ensures compliance with federal and state regulations while optimizing deductions. Clients receive strategic tax planning to minimize liabilities and maximize refunds.
Business Valuations
Our business valuation service determines company worth for mergers, acquisitions, or succession planning. We analyze financial health, market position, and growth potential. This service supports informed decision-making for sales, partnerships, or estate planning.
Audit Services
We conduct comprehensive audits to verify financial accuracy and regulatory compliance. Our team provides assurance through detailed examination of records and internal controls. This service builds credibility with stakeholders and identifies operational improvements.
Financial Advisory
Our advisory service offers strategic guidance on budgeting, forecasting, and financial management. We help businesses develop growth plans and manage risks. This service empowers clients to achieve long-term financial stability and success.
QuickBooks Support
We provide QuickBooks setup, training, and ongoing bookkeeping services. Our team ensures accurate financial tracking and reporting. This service streamlines accounting processes for businesses to focus on core operations.
People
Katherine L. Leman
CPA
Katherine L. Leman, CPA, has over 15 years of public accounting experience. She specializes in tax planning, financial statement preparation, and advising small businesses. Katherine holds a BS in Accounting & Finance from California Polytechnic State University.
Charles K. Benn
CPA
Charles K. Benn, CPA, has over 45 years of experience serving diverse industries. His expertise includes business valuations, tax compliance, and advisory services for closely-held businesses. He holds an MBA from UC Berkeley and dual degrees from Stanford and Whittier College.
Questions
What accounting services do you offer?
We provide tax preparation, financial advisory, audits, business valuations, QuickBooks support, and estate planning tailored to individual and business needs.
How do you assist businesses with tax planning?
We offer strategic tax planning to minimize liabilities, optimize deductions, and ensure compliance with federal and state regulations through personalized consultations.
What industries do you serve?
We work with diverse sectors including agribusiness, real estate, healthcare, law firms, nonprofits, and family-owned businesses across California and Nevada.
Do you provide QuickBooks training?
Yes, we offer QuickBooks setup, training, and ongoing bookkeeping services to streamline financial management for businesses of all sizes.
