Few Words About Us
Tax Advisory & Financial was founded by Cesar Garcia in 2015.
Cesar attended California State University, Long Beach and received his bachelor’s degree in Accountancy. Subsequently, he attended UCLA where he started reviewing his CPA material. He is currently pursuing his CPA license in California. He has been in the tax and accounting industries since 2010 when he started working for a local firm. With several years of experience, Cesar has earned the trust of over thousands of people during his professional career as an accountant. Cesar’s personal goal is to become a CPA and continue to help his existing and growing client base.
Facts
Learn Some Facts about Tax Advisory & Financial
Year Founded
People Help & Counting
Hours Of Support
Hard Workers
Services
Tax Advisory & Financial Providing Service and Helping others since 2015
Payroll
We understand the crucial part payroll is for a business! Therefore, we offer payroll services knowing how important it is for our clients. The payroll system we implement helps us calculate with more accuracy the payroll deductions for us to file an accurate payroll return to the corresponding agencies on our clients’ behalf.
Tax Planning
With tax planning, we can potentially lower future tax liabilities and therefore increase tax savings. We are certain that tax planning is a valuable tool to save future tax.
Individual Returns
Individual income tax preparation is a service we take very personal! We are aware that with the ever-changing Internal Revenue Code, we need to be current with the tax laws. We process accurate returns making sure we claim all possible deductions and credits available to you and offered by the IRS and states.
Corporate Returns
We assist business entities file their returns and lower any corporate tax liability. We specialize in nonprofits but may also prepare S-corporations and C-corporations with the IRS and state agencies. Business entities may contact us if additional information.
Local & City Tax
These taxes imposed by the different cities are constantly changing! In addition, if city returns are filed incorrectly, penalties and interest may be added. Therefore, we provide these services to avoid these penalties and interest. We can also negotiate with the corresponding tax agencies to reduce any possible liability according to the different city codes.
Financial forecast and projections
These financial statements are offered for businesses assuming a what-if scenario. Businesses operating in different industries may be impacted by changes that affect their environment. Possible changes that might impact the company are when new tariffs, taxes, customers, employees affect the company.
GAAP & cash-basis financial statements
Financial statements are offered to those companies that follow the accrual basis and cash basis of accounting. These financial statements are prepared followed the generally accepted accounting principles to better reflect the transactions of a company.
Retirement Plans:
We can guide our clients about possible retirement accounts discussing in-depth tax consequences and future tax savings. We firmly believe that opening a retirement account is an important life-time decision a person takes affecting his present and future tax years.
Notary Public
We are fully licensed by the State of California to offer public notary services.
Accounting
With over 15 years of experience, we proudly offer accounting for our business clients. The idea of presenting financial statements is to be able to reflect the transactions to better forecast the financial futire of the business entities. Based on this information, we can make decisions to better allocate the resources to maximize the returns on those investments.
Tax Preparation Services
Don’t miss a single deduction! Come and prepare your taxes this filing year with us in Wilmington, CA. Tax Advisory & Financial offers the best income Tax Preparation Services in the area with more than 10 years of experience. Schedule an appointment today; we look forward to meeting you.
Resources
Financial calculator:
Finance CalculatorNews
IRS News
News Releases for Current MonthOther Resources
Track my Tax Refund
Contact
To make an Appointment or for Specific Questions, please call me at: 424 287 2423
Hours of Operations
Monday – Friday: 9:00 a.m. to 9:00 p.m.
Saturdays: 9:00 a.m. to 4:00 p.m.
Monday – Friday: 9:00 a.m. to 4:00 p.m.
Saturdays: 9:00 a.m. to 3:00 p.m.
1321 E Pacific Coast Hwy
Wilmington, CA 90744
424 287 2423
424 264 5826
For General Questions fill out the contact form or email me.
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