Business Details
Expert Accounting & Tax Services in Newport Beach
Osterberg & Associates has served business owners, executives, and individuals in Newport Beach since our founding. Our team combines personalized service with technical expertise in accounting, tax preparation, and financial management solutions. We specialize in QuickBooks setup and training, payroll processing, and IRS representation, helping clients navigate complex tax laws while maximizing deductions. With decades of combined experience, we deliver accurate financial reporting, strategic business planning, and customized accounting systems tailored to small and mid-sized businesses.Our commitment to client education ensures business owners understand their financial position through monthly reconciliations, income statements, and balance sheets. We prioritize compliance with tax regulations while implementing internal controls to protect client assets. Our approach blends technology integration with hands-on support to streamline accounting processes and improve cash flow management for sustained business growth.
Services
Tax Preparation
Payroll Services
QuickBooks Setup
IRS Representation
Business Accounting
Highlights and features
- We offer 20+ years of experience in small business accounting and tax services
- Our team includes QuickBooks Pro Advisors certified by Intuit
- We provide IRS audit representation and tax problem resolution
- Customized accounting system implementation with ongoing support
- Affordable rates with transparent pricing for all services
Services
QuickBooks Setup
Our QuickBooks Setup service ensures proper implementation of accounting software for small businesses. We configure chart of accounts, beginning balances, and payroll systems while training staff on software operation. This foundational service enables accurate financial tracking and reporting for businesses transitioning from manual systems or starting fresh with QuickBooks.
Payroll Services
We handle complete payroll processing including tax calculations, direct deposits, and regulatory filings. Our services cover W-2 preparation, new hire reporting, and compliance with federal/state requirements. Businesses receive detailed reports on employee time-off accruals and customized payroll solutions tailored to their specific needs.
Tax Preparation
We prepare both individual and business tax returns with focus on maximizing deductions and credits. Our services include tax planning strategies, IRS audit representation, and resolution of tax liens or levies. We help clients maintain compliance while minimizing tax liabilities through year-round planning.
Business Accounting
Our monthly accounting services include bank reconciliations, income statement preparation, and balance sheet generation. We maintain clean general ledgers, track cash flow, and provide unlimited consultations to help business owners understand their financial position and make informed decisions.
IRS Representation
We assist clients facing IRS audits, tax debt, or collection actions. Our services include preparing non-filed returns, negotiating payment plans, and resolving wage garnishments. We work directly with tax authorities to achieve favorable outcomes while protecting client interests throughout the resolution process.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including monthly bookkeeping, financial statement preparation, payroll processing, and QuickBooks implementation tailored to small business needs.
Do you handle both business and personal tax preparation?
Yes, we prepare both business and individual tax returns with strategies to minimize liabilities while ensuring compliance with current tax regulations.
Can you help with QuickBooks software setup and training?
Our QuickBooks Pro Advisors offer complete setup, customization, and on-site training to ensure proper implementation and efficient use of accounting software.
What IRS tax problems can you resolve?
We handle IRS audits, tax debt negotiations, lien and levy releases, and resolution of unfiled tax returns for both individuals and businesses.
Do you offer payroll processing services?
Yes, we provide comprehensive payroll solutions including tax calculations, direct deposits, regulatory filings, and customized reporting for businesses of all sizes.
How do you charge for accounting services?
We offer transparent pricing with options for hourly services or fixed-fee arrangements. The QuickBooks Tune-up service is available for $295.
