Business Details
49 Years
experience
Your Trusted Accounting Partner in Pomona, CA
Francisco Espinosa has been delivering expert accounting and tax services since 1977, with Francisco Espinosa establishing his Pomona practice 26 years ago. Our principal holds a Bachelor of Science in Accounting, is an Enrolled Agent licensed by the Department of the Treasury, and brings deep expertise from prior experience at a Big 5 accounting firm. We specialize in accounting system setup, tax preparation for individuals and businesses, payroll services, and SBA loan assistance. Our team leverages advanced software including QuickBooks Pro and Peachtree to deliver accurate, efficient solutions tailored to small businesses and individuals.With annual participation in IRS National Tax Forums and ongoing professional education, we maintain cutting-edge knowledge of evolving tax regulations. Our internet-based services enable clients to access accounting support remotely, eliminating the need for office visits while maintaining personalized service. We guarantee prompt communication, free consultations, and aggressive audit representation before the IRS.
Services
Accounting System Setup
Payroll Services
Tax Audits
Financial Planning
SBA Loans
Business Valuations
Tax Preparation
Bookkeeping
Tax Research
Details
- Year established: 1977
Highlights and features
- 40+ years of accounting experience with Big 5 firm expertise
- Free initial consultation for all new clients
- Aggressive IRS audit representation services
- Online accounting systems with remote access
- Certified Enrolled Agent on staff for tax matters
Associations and certifications
- Enrolled Agent
Services
Accounting System Setup
We implement customized accounting systems using Peachtree or QuickBooks Pro software, including full training for business owners and staff. Our solutions support computerized financial tracking with quarterly, monthly, or annual reporting options. The system setup includes budgeting tools and forecasting capabilities to help businesses maintain accurate financial records.
Payroll Services
Our comprehensive payroll services include tax withholding calculations, federal and state tax filings, employee check issuance, and annual W-2/1099 form preparation. We maintain accurate payroll records and handle time card tabulations for businesses of all sizes. Clients receive timely payroll processing with full compliance documentation.
Tax Audits
We provide aggressive audit defense services before the IRS for both individual and business taxpayers. Our representation includes sales tax audit support and strategic guidance through the examination process. With decades of experience handling tax controversies, we work to protect clients' interests during audit proceedings.
Financial Planning
Our financial planning services help clients achieve retirement goals and education funding objectives through customized strategies. We integrate tax planning and estate planning components with investment guidance. The service includes analysis of retirement accounts, education savings vehicles, and wealth preservation techniques.
SBA Loans
We assist businesses in securing SBA loans for commercial real estate purchases, equipment financing, inventory acquisition, and working capital needs. Our service includes loan application preparation and financial documentation support. Clients benefit from our expertise in positioning their businesses for successful loan approval.
People
Francisco Espinosa
Principal
With over 40 years of accounting experience since 1977, Francisco Espinosa holds a Bachelor of Science in Accounting and is an IRS-licensed Enrolled Agent. He brings expertise from Big 5 accounting firm experience and advanced training in QuickBooks Pro software.
Questions
What accounting software do you work with?
We specialize in Peachtree and QuickBooks Pro software for system setup, training, and ongoing accounting support.
Do you offer IRS audit representation?
Yes, we provide aggressive audit defense services before the IRS for both individual and business tax returns.
Can you help with payroll processing?
We offer complete payroll services including tax filings, check issuance, and year-end form preparation for businesses of all sizes.
Do you provide financial planning services?
Yes, we help clients with retirement planning, education savings, and integrated tax-wealth planning strategies.
Can you assist with SBA loan applications?
We support businesses seeking SBA loans for real estate, equipment, inventory, and working capital needs.
Are your services available online?
Yes, we offer internet-based accounting services that eliminate the need for office visits in most cases.
