AccuTax Accounting has provided tax preparation and planning support to clients throughout Palm Springs and the surrounding communities of Riverside County for several years. Primary functions include personal financial planning, elder care, and assistance with estates and trusts. Business clients utilize AccuTax for payroll deductions and part-time CFO work. The company handles budget analysis and cash flow management to ensure its clients can manage day-to-day operations. It also provides succession planning for corporations eyeing inevitable transition and internal controls for nonprofit organizations. Companies that would prefer a more hands-on role have depended on the firm for QuickBooks setup, implementation, and training.
Palm Springs, CA(760) 880-7366
Brabo & Carlsen, LLP is a firm of certified public accountants in Palm Springs that serves individuals and businesses throughout Southern California. Principals Michael J. Brabo and Wayne E. Carlsen lead a small team of fellow CPAs with decades of combined experience in crafting financial statements, planning and preparing taxes and aiding businesses through growth and transition. Primary functions include but are not limited to expert witness services, litigation support, succession planning, and part-time CFO work. Brabo & Carlsen can run financial forecasts and projections and help clients plan around cash flow as well. The firm holds memberships with the American Institute of Certified Public Accountants and California Society of CPAs.
Palm Springs, CA(760) 320-0848
Brian L. Wachs, CPA does accounting, tax preparation/planning, and business consulting work for clients in and around Palm Springs. Wachs has more than 40 years of experience as a licensed accountant. He is a graduate of California State University-Fullerton, where he earned his bachelor’s degree in business administration with an emphasis in accounting. Wachs attained his master’s in taxation from Golden Gate University in 1986 and is an active member of the American Institute of Certified Public Accountants. Wachs can set up and train staff on the use of QuickBooks, and in addition to his business and individual tax services, he provides part-time CFO work and auditory assistance for clients dealing with state and federal bodies.
Palm Springs, CA(760) 325-7799
Brown & Weinstein Tax and Financial Group is a Palm Springs-based company that serves clients throughout Riverside County. It holds memberships in the National Association of Enrolled Agents and National Society of Accountants as well as a QuickBooks Certified ProAdvisor credential from Intuit. Partners Christine E. Brown and Ellen D. Weinstein provide more than three decades of professional training and experience to the firm. Brown is a CPA with more than 25 years in tax planning for individuals, same-sex couples, partnerships, corporations, nonprofit organizations, estates, and trusts. Weinstein is an enrolled agent with extensive experience serving businesses of varying sizes.
Palm Springs, CA(760) 318-4270
Desert Tax Accounting is a firm located in Palm Springs that serves clients throughout Southern California. Owner Mark Munroe, CPA has over three decades of tax experience, having graduated with his degrees in taxation and accounting from Hofstra University before passing the New York state licensing exam in 1985. Previous credentials include work in the tax department of Deloitte, Haskin, & Sells (now Deloitte & Touche). Services provided include but are not limited to personal financial and estate planning for individuals and QuickBooks setup, implementation, and training for small businesses as well as payroll services, cash flow management, assistance with bank financing options, and business valuations.
Palm Springs, CA(760) 318-7083
Healey & Associates is a firm based in Palm Springs that serves clients throughout Southern California. Owner/president William J. Healey III, CPA leads a small team of highly-qualified certified public accountants who have decades of combined experience serving individuals and businesses. The team submits to peer reviews every three years with the California Society of CPAs committee, and it is a member in good standing. Services include litigation support, assistance with employee benefit plans, expert witness provision, and asset protection. Individuals have utilized Healey & Associates for estate and financial planning as well as tax preparation, and startups rely on it for business entity selection and consultation.
Palm Springs, CA(760) 320-2107
Lynne Bushore & Associates is a team of certified public accountants located in Palm Springs. The organization is an active member of the American Institute of Certified Public Accountants and California Society of CPAs. Founder/principal Lynne C. Bushore has more than three decades of experience serving businesses and individuals from all walks of life and budgets. She has appeared as an expert witness before local courts as well as the United States Tax Court, and she holds a bachelor’s degree with distinction in accounting. Bushore passed the CPA exam in 1981 and has received several certifications over the years, including the fields of financial forensics and valuation services.
Palm Springs, CA(760) 325-9663
On Account of Us is a firm located in Cathedral City that provides full-service accounting and tax preparation services to clients throughout Riverside County. The company specializes in both individuals and small businesses, and it has several years of combined experience between owner Tricia Raubolt and her team of account executives. Focuses include QuickBooks accounting help and assistance, entity selection and restructuring for startups and businesses in transition, payroll and sale tax management, and cash flow/budgeting analysis. On Account of Us also provides financial projections and forecasts, and it can represent clients flagged for audits by state and federal bodies.
Cathedral City, CA(760) 770-9090
SM CPA is the firm of Stanley J. Mroz, who is a certified public accountant with more than three decades of experience helping individuals and business clients achieve financial goals. The company operates out of Palm Desert, and the SM team has completed Intuit training, obtaining the Certified ProAdvisor designation for setup, implementation, and training of QuickBooks software. The tax preparation service handles everything from simple returns to sales tax, payroll, and 1099. It also can reexamine past tax returns to find missed deductions. Many of the firm’s clients are longtime customers, and new business comes through word-of-mouth and referral.
Palm Desert, CA(760) 340-1945
Witbrodt Tax & Accounting is the firm of William H. Witbrodt, CPA, a professional with more than three decades of accounting and tax preparation experience. He holds valid licenses in the states of California and Washington, and he is a Certified QuickBooks ProAdvisor capable of setting up, implementing, and training staff on the use of the industry-standard software. Witbrodt has several years of chief financial officer experience for hospitals, trade associations, and nonprofits, and he received his MBA in finance from St. Louis-based Webster University. In addition to tax prep/planning, primary services include accounting, bookkeeping, and business advisory services.
Palm Springs, CA(760) 537-7363