affordable full service cPA firm

Every one of these services is connected in making a small business run in some way; so it makes sense that it should be under one roof. Come to accountsavvy cpas for all your small business needs.
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our services

Bookkeeping Services

For your records to be complete and accurate, we must track all information coming from your:

  • Bank Statements
  • Credit Card Statements
  • Receipts
  • Inventory Reports
  • Point of Sale Systems

By using software like Xero or QuickBooks Desktop/Online, we can keep track of all these records and create financial reports every month/quarter/year.

Payroll Services

A happy employee means the world for any small business; that’s why payroll compliance is important.  AccountSavvy CPAs can run payroll file the necessary forms so we can keep employees happy and create more time for you and your employees to grow the business.

We Offer:

  • Hands off payroll with a payroll administrator.
  • Portal for your employees to access their records.
  • Payroll Quarterly Filings
  • Direct Deposit
  • An actual person to talk to should any issues arise.
Corporate Tax Services

The culmination of making sure our records are intact through a bookkeeping system is for the purpose of generating an end of year tax return.  AccountSavvy CPAs files:

  • 1065 (Multi-Member Limited Liability Companies)
  • 1120-S (S-corporations)
  • 1120 (C-Corporations)
  • 1041 (Estate Returns)
  • Non-Profits

This comes with knowing what entity is best for you during our initial review and consultation and coming up with the best strategy for your business.

Individual Tax Services

The last piece of the puzzle!  We take all the information throughout the year and create your 1040.  We created a checklist of financial documents you receive, and income received throughout the year.  Some of these include:

  • W2s & 1099s
  • Real Estate Passive Income
  • Brokerage and Bank Statements
  • Mortgage Statements
  • K1s through businesses you are involved in or own.
tax planning services

AccountSavvy CPAs takes the proactive approach rather than the reactive approach for clients throughout the year and especially year end.  Based on your industry, there are multiple strategies that business owners can use to limit their tax exposure each year.  Some of these strategies are.  

  • Payroll Planning
  • Retirement Planning
  • Estate Planning
  • Expense & Depreciation Planning

Having a plan is imperative to any small business and when it comes to tax, it’s important to know what a small business owner can do to successfully lower their tax bill and drive more profits into their business.

What our happy
customer say about us

I have used AccountSavvy CPAs for my personal and business tax returns for the past 3 years and have had only good experiences with this firm. My accountant Rafael is thorough and efficient in filing returns and tax payments. My tax questions are always addressed promptly. I highly recommend them for your tax needs!

Helen Kim

Rafael has definitely been the best accountant that I’ve had the pleasure of doing business with in recent years. He’s very thorough, personable, and respectful when it comes to time management and efficiency. What really sets him apart is that he’s willing to actually go through a process with you and explain the in’s and out’s of your specific needs. If you're having trouble or just doubtful with your current accountant I’d highly recommend giving him a call.

Jude Thomas

Rafael and team have been my go-tos for the past few years. They've been very clear, communicative, reasonable, and helpful in advising towards one's best outcomes.I'm happy to continue doing business with them, and have recommended others towards AccountSavvy's services too!

Eric Gonzalo

We understand that small businesses need to be on top of a lot of moving parts when it comes to their compliance, employees, and their taxes. We keep everything a small business may need in one place so as to limit the need for small business to constantly have to deal with three or four different services.
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