Business Details
50+ Years
experience
Trusted CPA Services in Rancho Cucamonga
Founded in 1949, Swenson Accountancy has established itself as a trusted leader in strategic financial consulting and certified public accounting. Our team of seasoned professionals brings decades of combined experience, including expertise gained from careers at international 'Big Four' accounting firms. We specialize in audit and assurance, tax services, business advisory, and employee benefit plan audits, prioritizing personalized service and operational efficiency for privately held businesses. With a commitment to integrity and innovation, we guide clients through California's complex financial landscape. Our strategic approach extends beyond traditional accounting, offering tailored solutions in mergers and acquisitions, technology planning, and talent assessment.We maintain rigorous quality standards, evidenced by our clean peer review history and membership in the Employee Benefit Plan Audit Quality Center. Through Swenson Accountancy University, we provide executive training programs to enhance leadership and business acumen. Our principals remain directly involved in every client engagement, ensuring strategic continuity and deep industry understanding. We serve clients across diverse industries, focusing on long-term growth and operational excellence. With offices in Rancho Cucamonga, we remain dedicated to delivering value-driven financial expertise that empowers business success.
Services
Audit and Assurance
Employee Benefit Plans
Tax Services
Business Advisory
Accounting Services
Details
- Year established: 1949
Highlights and features
- Our team includes former 'Big Four' accounting firm professionals with diverse industry expertise.
- We maintain direct principal involvement in every client engagement for strategic continuity.
- We offer specialized employee benefit plan audit services with 20+ years of experience.
- Our strategic business advisory services address six key areas of business growth and sustainability.
- We provide executive training programs through Swenson Accountancy University to enhance leadership capabilities.
Associations and certifications
- Employee Benefit Plan Audit Quality Center
Services
Audit and Assurance
Our audit and assurance services maintain the highest professional quality standards through efficient engagements and clean peer review reports. We help businesses stay compliant with Financial Accounting Standards Board updates while improving internal controls. Our team provides reliable financial statement audits, agreed-upon procedures, and internal control evaluations to enhance operational transparency.
Employee Benefit Plans
We specialize in employee benefit plan audits with over 20 years of technical expertise and adherence to ERISA regulations. Our team stays current with Department of Labor requirements and provides corrective action guidance for compliance issues. Services include 401(k), defined benefit, and ESOP audits with access to specialized ERISA legal resources.
Tax Services
Our comprehensive tax services cover federal, state, and local compliance with strategic planning for maximum savings. We offer multi-state tax analysis, business succession planning, and representation before tax authorities. Our professionals stay updated on changing regulations to optimize tax positions for businesses and individuals.
Business Advisory
We address six critical business challenges through strategic planning, technology optimization, and mergers & acquisitions analysis. Our advisory services include performance measurement systems, cash flow planning, and talent assessment using DISC and TriMetrix methodologies. Swenson Accountancy University provides executive development programs for leadership growth.
Accounting Services
We provide scalable accounting support including bookkeeping, financial statement preparation, and software consulting. Our services help businesses maintain accurate records for informed decision-making while optimizing chart of accounts and cash flow management. We tailor solutions to match each company's growth trajectory.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, chart of accounts optimization, and cash flow management tailored to small businesses' needs.
How do you help businesses with tax planning?
Our tax professionals offer year-round strategic planning, multi-state tax analysis, and credit/deduction optimization to minimize liabilities while maintaining compliance.
What makes your employee benefit plan audits unique?
We combine 20+ years of technical expertise with ERISA compliance knowledge and access to specialized legal resources for comprehensive pension plan audits.
Do you provide business advisory services beyond accounting?
Yes, we offer strategic planning, mergers & acquisitions analysis, technology optimization, and executive leadership development through Swenson Accountancy University.
How can I schedule a consultation with your team?
Contact us at (909) 989-5867 during business hours Monday-Friday 9AM-5PM for a personalized consultation with our CPA team.
