Business Details
24 Years
experience
Trusted Accounting and Tax Services in Alhambra, CA
California Prime Accountancy has been delivering comprehensive accounting and financial services to individuals and businesses in Alhambra, CA, since 2002. Founded by Beatriz Phipps, a licensed CPA with over 25 years of experience, the firm combines deep industry expertise with personalized service to address complex financial challenges. Specializing in tax planning, estate planning, QuickBooks support, and IRS compliance, the team prioritizes client education and tailored solutions. Their commitment to staying current with evolving tax laws ensures clients receive accurate, forward-thinking advice.By offering services like audits, business valuations, and strategic planning, they empower clients to achieve long-term financial stability. The firms dedication to transparency, ethical practices, and measurable results has established it as a trusted partner in the community. With a focus on building lasting relationships, California Prime Accountancy emphasizes proactive communication and accessibility, ensuring clients feel supported at every stage of their financial journey.
Services
Tax Planning
Estate Planning
QuickBooks Setup
IRS Audit Representation
Business Valuation
Audits and Reviews
Payroll Services
Tax Problem Resolution
Strategic Business Planning
Financial Consulting
Details
- Year established: 2002
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team provides personalized QuickBooks setup and training tailored to your business needs.
- We specialize in IRS audit representation and tax problem resolution.
- Our estate planning services ensure your legacy is protected and distributed as intended.
- We guarantee transparent pricing and a free 30-minute consultation.
What people say
Expert tax advice
Reliable QuickBooks support
Thorough estate planning
Responsive and professional
Helped resolve IRS issues
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities while ensuring compliance with federal and state regulations. We analyze your financial situation to create customized strategies that optimize deductions, credits, and retirement contributions. With expertise in evolving tax laws, we provide actionable advice to support long-term financial goals.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. We assist with wills, trusts, and advanced directives to protect your legacy and provide for loved ones. Our approach balances legal safeguards with personalized guidance to address unique family and financial circumstances.
QuickBooks Setup
QuickBooks setup services streamline financial management for small businesses. We configure the software to match your operational needs, including chart of accounts, payroll integration, and inventory tracking. Training and ongoing support ensure you maximize efficiency and accuracy in day-to-day accounting tasks.
IRS Audit Representation
IRS audit representation provides peace of mind during tax examinations. Our CPAs handle all communications with the IRS, review documentation, and advocate for fair resolutions. We focus on minimizing penalties and ensuring compliance while protecting your rights throughout the audit process.
Business Valuation
Business valuation services determine the economic value of your company for mergers, acquisitions, or succession planning. We use industry-standard methodologies to assess financial health, market position, and growth potential, delivering accurate insights for strategic decision-making.
People
Beatriz Phipps
CPA, Founder
Beatriz Phipps is a licensed CPA with over 25 years of experience in accounting and financial planning. She founded California Prime Accountancy Corp. in 2002 to provide personalized solutions for individuals and small businesses. Her expertise includes tax strategy, estate planning, and QuickBooks support.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, QuickBooks setup, financial reporting, and strategic planning tailored to small business needs.
Can you help with IRS tax debt or audits?
Yes, we specialize in IRS audit representation, tax debt resolution, and compliance strategies to reduce liabilities.
Do you offer QuickBooks training for new users?
Yes, we offer personalized QuickBooks training and setup to ensure you use the software effectively for your business.
What estate planning documents should I have?
Essential documents include a will, trust, power of attorney, and healthcare directives to protect your assets and wishes.
Are your services available for individuals and businesses?
Yes, we serve both individuals with tax and financial planning and businesses with accounting and compliance support.
How can I schedule a free consultation?
Contact us via phone or email to book a free 30-minute consultation with our CPA team.
