Business Details
Your Trusted Accounting Partner in Scotts Valley
Timothy Imbrie CPA MBA is a dedicated accounting firm serving small businesses and individuals with a commitment to personalized service and professional excellence. With over two decades of experience in tax and accounting, our team specializes in delivering tailored solutions for diverse clients ranging from auto repair shops to medical professionals. Our core services include tax preparation, financial planning, bookkeeping, and business consulting, all supported by a deep understanding of evolving tax regulations. We prioritize building long-term relationships through accurate, reliable advice that helps clients navigate complex financial landscapes. Our firm combines the efficiency of modern technology with the personal touch of a small practice to ensure every client receives focused attention.Located in Scotts Valley, California, we extend our services to Santa Cruz, San Jose, and the broader Bay Area. Our proven track record includes successful IRS representation, strategic tax planning, and comprehensive payroll solutions designed to meet unique business needs. By staying current with industry standards and legislative changes, we empower clients to minimize liabilities and maximize profitability. Our clients consistently praise our responsiveness, expertise, and dedication to their financial success. Whether you require individual tax assistance or full-scale business financial management, our firm provides the expertise and care essential for informed decision-making.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
Business Consulting
Tax Planning
IRS Representation
Estate Tax Preparation
Payroll Solutions
Small Business Consulting
Highlights and features
- Over 20 years of tax and accounting experience with diverse small businesses
- Personalized service tailored to individual business and personal financial needs
- Proven expertise in IRS and state tax authority representation
- Comprehensive payroll solutions accessible 24/7 with customized support
- Deep local knowledge serving Santa Cruz, Scotts Valley, and Bay Area clients
Associations and certifications
- Certified Public Accountant (CPA)
What people say
Excellent accountant
Knowledgeable and helpful
Highly recommended
Reliable and prompt
Amazing professionalism
Services
Tax Preparation
Our tax preparation service offers professional filing of federal, state, and local tax returns at competitive rates. We ensure compliance with current regulations while maximizing deductions for individuals and businesses. Our expertise covers complex scenarios including real estate transactions, business entities, and special needs dependents.
Payroll Processing
Customized payroll solutions handle all aspects of employee compensation, including tax filings, direct deposits, and year-end reporting. Our 24/7 accessible system automates calculations while maintaining compliance with federal, state, and local regulations across all 50 states.
Financial Planning
Comprehensive financial planning services analyze income, expenses, and investment strategies to prepare for retirement and long-term goals. We create tailored projections and tax-efficient strategies to help clients maintain their desired lifestyle.
IRS Representation
Professional IRS representation services include audit support and negotiation of offers in compromise. Our deep understanding of tax law helps clients resolve disputes while minimizing financial impact and ensuring compliance with filing requirements.
Bookkeeping Services
Full-charge bookkeeping maintains accurate financial records including receivables, payables, and payroll. We prepare GAAP-compliant financial statements and provide cash flow analysis to help businesses optimize financial operations and decision-making.
People
Timothy Imbrie
CPA, MBA
With over 20 years of experience, Timothy Imbrie holds a BA in Economics from UC Santa Cruz and an MBA from Rutgers University. He previously worked at KPMG and Citrin Cooperman, serving diverse small businesses while maintaining personalized service.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including receivables/payables management, payroll, GAAP financial statements, custom reporting, and cash flow analysis tailored to small business needs.
How does your payroll solution work?
Our 24/7 accessible payroll system automates processing with tax compliance across all 50 states, direct deposit, W-2/1099 preparation, and customized support for multi-location businesses.
Do you handle complex tax situations?
Yes, we specialize in complex scenarios including real estate transactions, special needs dependents, business succession planning, and multi-state tax compliance for individuals and corporations.
What areas do you serve?
While based in Scotts Valley, California, we serve clients throughout Santa Cruz County, San Jose, and the broader Bay Area with both in-person and remote support.
Can you help with IRS audit representation?
Our firm provides complete IRS representation including audit support and negotiation of offers in compromise, leveraging extensive experience with tax law and compliance procedures.
What sets your firm apart from other accountants?
We combine 20+ years of experience with personalized service, offering both technical expertise and dedicated support tailored to each client's unique business and financial situation.
