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Trusted Accounting and Tax Services in Thousand Oaks, CA
With over four decades of experience in accounting and finance, I established my private practice to provide tailored financial solutions for businesses and individuals. My career began at a major CPA firm, where I earned my Certified Public Accountant license in 1978. Prior to launching my practice, I served as a Controller, Vice President of Finance, and Chief Financial Officer for corporations over 25 years, giving me unique insights into operational challenges. This corporate experience enables me to offer Part-Time CFO services that combine strategic financial management with cost-effective solutions. As a Certified QuickBooks ProAdvisor, I help clients optimize their accounting systems while offering a 20% discount on QuickBooks products.My commitment to excellence is reflected in my membership with the American Institute of Certified Public Accountants and the Greater Conejo Valley Chamber of Commerce. I prioritize accessibility, ensuring clients receive timely responses to urgent matters. My approach focuses on building partnerships through transparent communication, delivering accurate financial reporting, and implementing tax strategies that maximize savings. Whether assisting with IRS audits, financial statement preparation, or business start-up services, I emphasize practical solutions that align with each client's specific needs. My goal remains simple: to empower clients through financial expertise while maintaining the highest standards of professionalism and integrity.
Services
Accounting and Bookkeeping
Tax Preparation
Audit Support
Part-Time CFO Services
Financial Statements
Business Start-Up Services
Cash Flow Management
Payroll Services
Internal Controls
Bank Financing Support
Highlights and features
- We offer 40+ years of combined corporate and private accounting experience.
- Our Part-Time CFO service delivers executive financial management at a fraction of full-time costs.
- We provide 20% discounts on QuickBooks products and expert system integration.
- Our team offers IRS audit representation with proven documentation strategies.
- We maintain active AICPA membership demonstrating ongoing professional commitment.
Associations and certifications
- American Institute of Certified Public Accountants
- QuickBooks ProAdvisor
Services
Accounting and Bookkeeping
Establishing and maintaining accurate financial records for businesses of all sizes. Services include accounts receivable/payable management, QuickBooks implementation, and customized financial reporting. Our systems help business owners focus on operations while ensuring GAAP-compliant recordkeeping.
Tax Preparation
Comprehensive tax planning and return preparation for businesses and individuals. We develop year-round strategies to minimize liabilities, handle multi-state filings, and provide W-2/1099 processing. Our approach combines regulatory compliance with personalized savings opportunities.
Audit Support
Professional representation during IRS and Franchise Tax Board examinations. We prepare documentation, respond to inquiries, and provide technical guidance throughout audit processes. Services cover both business and individual tax-related audits with emphasis on compliance resolution.
Part-Time CFO Services
Cost-effective executive financial management for growing businesses. Services include budgeting, cash flow analysis, profitability assessments, and strategic financial planning. Our experienced CFO-level support helps businesses implement effective financial controls without full-time executive costs.
Financial Statements
Preparation of GAAP-compliant financial statements tailored to business needs. Services include balance sheets, income statements, and cash flow analyses with optional budget comparisons. Reports support bank financing applications, investor relations, and internal decision-making processes.
People
Thomas M Dragotto
Certified Public Accountant
CPA with 40+ years experience including corporate finance roles as CFO. Specializes in tax planning, QuickBooks systems, and Part-Time CFO services. Member of AICPA and Greater Conejo Valley Chamber of Commerce.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping systems, financial statement preparation, payroll processing, cash flow management, and internal control implementation tailored to small business needs.
How can you help with tax planning throughout the year?
We develop customized tax minimization strategies using scenario analysis, estimated payment adjustments, and timing optimization for income/expenses to reduce annual tax liabilities.
Do you offer QuickBooks support for business clients?
As a Certified QuickBooks ProAdvisor, we offer system setup, training, maintenance, and troubleshooting with a 20% discount on all QuickBooks products for our clients.
What IRS audit assistance do you provide?
We represent clients during IRS and FTB audits, helping gather documentation, responding to inquiries, and providing technical support throughout the examination process.
Can you explain your Part-Time CFO service?
Our Part-Time CFO service offers executive financial management at reduced costs, including budgeting, profitability analysis, credit policy development, and strategic financial guidance.
How do you handle multi-state tax filings?
We prepare and file tax returns in multiple states, ensuring compliance with varying regulations while optimizing tax positions across all jurisdictions where clients operate.
