Business Details
39 Years
experience
Expert CPA Services in Bend, Oregon
Pozzi Giancarlo CPA, CPA is a professional accounting firm dedicated to delivering exceptional service through three core principles: professionalism, responsiveness, and quality. With over three decades of experience in tax planning, compliance, and financial advisory, the firm serves individuals and businesses across the United States and internationally. Our team combines deep expertise in tax law, accounting software integration, and strategic financial planning to provide tailored solutions that address complex client needs.We prioritize client collaboration through secure digital platforms, ensuring seamless communication and transparent processes. Our commitment to continuous learning and global perspective enables us to navigate intricate tax landscapes while maintaining a personalized approach for every client.
Services
Tax Planning
IRS Representation
Accounting
Bookkeeping
Payroll Services
Business Valuation
Financial Projections
Entity Restructuring
International Tax Services
Cash Flow Analysis
Details
- Year established: 1987
Highlights and features
- Experienced CPA with 35+ years in tax compliance and international advisory
- Personalized service with direct access to senior professionals
- Secure digital collaboration tools for seamless client integration
- Specialized in IRS representation and complex tax problem resolution
- Strategic financial planning tailored to individual and business needs
What people say
Leading firm in the area
Personal and professional attention
Known for quality service
Services
Tax Planning
Our tax planning services focus on minimizing liabilities through proactive strategies tailored to individual and business needs. We analyze financial situations to identify deductions, credits, and compliance opportunities while ensuring alignment with long-term goals. Clients benefit from our expertise in evolving tax regulations and international tax frameworks.
IRS Representation
Professional IRS representation provides critical support during audits or tax disputes. Our team handles communications with tax authorities, leveraging deep knowledge of compliance requirements to protect client interests. We ensure accurate documentation and strategic responses to resolve issues efficiently and minimize financial impact.
Accounting
Comprehensive accounting services include financial statement preparation, general ledger management, and system implementation. We support major accounting platforms and provide real-time financial insights through secure client portals. Our approach emphasizes accuracy, regulatory compliance, and actionable financial intelligence for business decision-making.
Business Valuation
Business valuation services assess company worth for mergers, acquisitions, or succession planning. We analyze financial performance, market position, and growth potential using industry-standard methodologies. Clients receive detailed reports that support strategic decisions regarding ownership transitions, partnerships, or capital investments.
International Tax Services
Specialized international tax services address cross-border compliance and planning needs. We assist foreign individuals and businesses with US tax obligations while coordinating with global CPA networks. Our expertise covers expatriate taxation, foreign entity structuring, and multinational compliance requirements to ensure regulatory adherence across jurisdictions.
People
Pozzi Giancarlo CPA
CPA
Licensed CPA with over 35 years of experience in tax services, international accounting, and financial strategy. Graduated cum laude from United States International University with a focus on Marketing. Former auditor at Ernst and Whinney, now serving clients globally from offices in Oregon and Washington.
Questions
What tax services do you specialize in?
We specialize in individual and business tax planning, IRS representation, international tax compliance, and strategic financial advisory services for clients across the US and abroad.
How do you handle IRS audits?
Our firm provides professional IRS representation, managing all communications and documentation to resolve audits efficiently while minimizing client liability through proven compliance strategies.
Do you work with international clients?
Yes, we offer specialized tax services for foreign individuals and businesses with US operations, supported by a network of CPA offices in Europe and the United States.
What accounting software do you support?
We support major platforms including QuickBooks, Sage, Xero, and Client Access CS, providing implementation, training, and ongoing technical support for seamless financial management.
How can I access my financial documents securely?
Clients use our secure NetClient portal for document sharing, real-time database access, and encrypted communications to ensure safe and efficient collaboration.
