Some of life’s picture perfect moments do not come with a picture perfect price tag. At JL Wennes CPAs in Carlsbad, California we help you plan for the future, from mapping out a plan to save for college to helping you make big decisions about retirement. And we are here for more than just the big things. Completing your taxes and business consulting are our specialty too.

Providing high quality tax and accounting services as one of Southern California’s leading public accounting firms,

This seems to be one of the most common reasons that people hold off and working with a CPA. There seems to be a belief that by hiring an accountant, the money you save will just disappear in the costs to pay them for their services. While we obviously do charge for our services, more often than not, we are able to save you more money than you’re spending. We can find those deductions and make sure you’re not overpaying your taxes. That means you’ll not only be saving time and avoiding stress, but there’s a good chance you’ll see an increase in your tax refund than if you had filed yourself.

Corporate Tax Strategy. Accounting. Estate Planning.

So don’t wait, book your consultation today. Even though we’ve mentioned tax services multiple times, we actually offer a range of other accounting services that may benefit you. For instance, we can help you or your business develop strategies for long term financial goals or assist you in solving your financial issues. Well, let’s say you’re opening a new business. You’ve already secured funding, and you’re ready to get to work on running it. Do you have a financial plan laid out that will cover expenses, make room for hidden expenditures, and keep you going through early struggles?

• It is all dependent on your specific accounting needs.
• It can also be difficult to keep track of all of your financial information you’ll want to have later on when you’re #1 priority is just staying afloat and bringing in clients or customers.
• Throughout her career her focus has been in a variety of areas such as, white collar crime, financial statement preparation, audits and tax compliance.
• As your dedicated accountant, we can replace your back office with accounting, bookkeeping support, and tax preparation.
• Often times, new businesses don’t have a strong foundation, simply due to their nature of how new they are.

Tax Preparation Service

We take a proactive approach to this process and will stay in contact with you throughout the year. This keeps things from feeling overwhelming or stressful, by keeping records up to date. You’ll also save time by handling things as they come, rather than waiting until the last minute and frantically petty cash looking for that document you need. It’s about making your life easier so you can focus on the things that matter most. All the while, we’ll make sure you know exactly what’s going on. At Candice Gerlach, CPA that’s what professionalism means to us.

• We’re dedicated to our clients and dig deep to understand our client’s needs.
• Read more for our tax prep checklist and information on where to find your refund.
• Conveniently located in beautiful Carlsbad CA 92010, we’re here to help regular folks and business owners alike.
• Our clients come to us not only from San Diego County, but also from around the state of California, and nationwide.
• At Aldrich, we enhance lives through our Core Values by giving employees 16 hours of paid time off for volunteer work and supporting local organizations with donations.

• She was the lead forensic accountant of many large national financial crimes, including a $100 million Ponzi scheme.
• We take a proactive approach to this process and will stay in contact with you throughout the year.
• If you are in need of an accounting firm that will spend the time with you to truly understand your needs look no further than Candice Gerlach, CPA.
• Sean Currey has been providing high-quality individual and business tax return preparation and value-added bookkeeping services to Carlsbad and nearby cities for over 12 years.
• And we are here for more than just the big things.
• Her work included tracing laundered money around the world, recovering assets for the Federal Receiver to return to victims, and providing supporting documentation for various law enforcement agencies and attorneys.
• We can find those deductions and make sure you’re not overpaying your taxes.

We can prepare returns for C corporations, S corporations, partnerships, and trusts. We offer individual tax return preparation for those who don’t want to deal with the frustration and headaches that accompany preparing their returns. We start the return preparation process with a no-cost meet and greet and situation analysis for every client. Candice has nearly 20 years of experience in public accounting. Throughout her career her focus has been in a variety Bookkeeping Services in Carlsbad of areas such as, white collar crime, financial statement preparation, audits and tax compliance.

Take a closer look at your tax and wealth advisory strategies

When it comes to businesses, whether big or small, things often get even more complicated and stressful. Luckily, Candice Gerlach, CPA is here to help. Why subject yourself to countless hours of stress and confusion, when you could take back your personal life and rest easy knowing your finances will be taken care of the right way.

Send us a message and we’ll get in touch shortly, or phone between 9 am and 6 pm Monday to Friday. I would highly recommended and very reasonable rates! I completed my return with Sean and highly recommend him. He know tax laws very well and completed my return and found errors from a return I prepared via Turbo Tax. We’re here to answer and give you the support you need during tax season and throughout the year. Read more for our tax prep checklist and information on where to find your refund.

CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

Access the powerful resources of a large firm with a local, personal touch. “Very easy and right every time. It’s not very https://www.bookstime.com/blog/cares-act-step-by-step-guide-for-small-businesses often you get to say you like going to do taxes, but given you have to, you might as well go to the best people equipped to handle everything.” Our CPAs have decades of experience working with and for companies from small startups to companies with billion dollar revenues. They have also worked in several different industries and in several different financial environments, including companies operating on limited budgets.