San Carlos CPA

San CArlos CPA Services:

Tax Preparation

Tax Planning

Financial Planning

Accounting

Bookkeeping

Consulting

Financial Analysis

We offer a wide variety of tax, accounting & business advisory services to meet your needs.

Jason M. Smith

CPA, CFP, MBA, MS


	Tax Return Preparation
	Reliable, Fast Turn Around, & Accurate Best Rates in the Area v Individual Income Tax Return (1040) v Partnership Income Tax Return (1065) v Corporation Income Tax Return (1120 & 1120S) v Trust & Estate Income Tax Return (1041 & 706) v State tax returns (all 50 states) v Franchise Tax Return Service Guarantee: “If you are not *satisfied with our service, you may* *choose to not pay or pay only what* *you believe to be fair.”* Call Us Today *for a Free* No Obligation Initial Consultation**


	Other advisory and planning Services
	Personal Property Tax Return Services Property Tax Abatement Applications Tax Issue Research and Advisory Services Budgeting Services Business Entity Selection and Planning Business Liquidation Planning Business Management Advisory Services Business Startup Consulting Business Succession Planning Financing Advisory Services Lease vs. Purchase Analysis

FINANCIAL PLANNING

Certified Financial Planner

v Business Continuation Planning

v Executive Fringe Benefits

v Employee Benefit Program

v Retirement Planning

v Tuition Funding Programs

v Estate Planning

Free Tax Planning Included With Every Tax Preparation

Fierce Asset Protection


	accounting & bookkeeping
	v Initial Efficiency Setup v Data Entry v A/R A/P review v Bank Reconciliation Preparation v Month End Procedures v Financial Statements Preparation v QuickBooks Support v Bookkeeping Support

CPA San Carlos Certified Public Accountant