Business Details
20 Years
experience
Your Trusted CPA Firm in Arcadia, CA
Elite Tax & Accounting has been dedicated to empowering clients with expert accounting services in Arcadia, CA since 2006. Our team of certified public accountants combines decades of experience in public and private sectors to deliver personalized financial solutions for businesses, individuals, and non-profits. Accredited by the AICPA for non-profit audits, we specialize in strategic tax planning, payroll management, and business advisory services while maintaining a client-focused approach that prioritizes transparency and accuracy.With a proven track record of helping organizations navigate complex financial landscapes, we offer complimentary consultations and maintain deep expertise in QuickBooks systems, IRS representation, and compliance reporting. Our commitment to community service extends to specialized support for non-profit organizations, ensuring their financial operations remain efficient and regulation-compliant.
Services
Small Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
IRS Audit Representation
Non-Profit Audits
QuickBooks Setup
Business Valuation
Tax Planning
Financial Statements
Details
- Year established: 2006
Highlights and features
- We have over a decade of specialized experience with non-profit organizations
- Our team holds AICPA accreditation for audit services
- We offer complimentary 30-minute consultations for new clients
- Our CPAs provide IRS audit representation and tax resolution services
- We maintain QuickBooks ProAdvisor certification for accounting software support
Associations and certifications
- AICPA
Services
Small Business Accounting
Our small business accounting service handles monthly or quarterly bookkeeping tasks including bank reconciliations, income statements, and balance sheet preparation. We maintain clean general ledgers while providing unlimited consultations to help business owners understand their financial position. Clients receive customized reporting packages that can include payroll integration and tax planning support, ensuring accurate financial records that facilitate informed decision-making.
IRS Audit Representation
We provide professional IRS audit representation for individuals and businesses facing tax examinations. Our CPAs handle all communication with tax authorities, organize required documentation, and review audit findings for accuracy. Services include preparation for audit interviews, analysis of proposed adjustments, and negotiation of resolution options like payment plans or offers in compromise, ensuring clients receive fair treatment during the audit process.
Non-Profit Audits
Specialized audit and compliance services for non-profit organizations include Form 990 preparation, functional expense reporting, and tax-exempt status maintenance. Our AICPA-accredited team ensures proper revenue and expense classifications while providing training for board members on financial statement interpretation. We assist with initial 501(c)(3) applications and ongoing compliance requirements to protect organizations' tax-exempt status.
Payroll Processing
Our comprehensive payroll solutions handle check preparation, tax filings, and regulatory reporting for businesses of all sizes. We offer three service options: full-service payroll, after-the-fact processing, and online payroll management. Services include direct deposit, W-2/1099 preparation, new hire reporting, and specialized reports for workers' compensation audits and child support compliance.
QuickBooks Services
We provide QuickBooks setup, training, and ongoing support for businesses needing efficient accounting systems. Our ProAdvisor-certified professionals help clients implement customized chart of accounts, train staff on software features, and perform regular system tune-ups. We ensure accurate financial tracking and reporting while helping businesses maximize the capabilities of QuickBooks for their specific industry needs.
People
Bill Harris
Founder & Principal CPA
Bill Harris founded Elite Tax & Accounting in 2006 after 15+ years as CFO and experience with Big Eight firm Peat Marwick. He specializes in tax strategy, business advisory services, and non-profit audits while maintaining active involvement in local CPA groups and community organizations.
Emma Xu
Audit Manager
Emma Xu brings expertise in financial statement audits and compliance procedures for entertainment, real estate, and non-profit industries. A former Big 4 accountant with Master of Accounting from USC, she specializes in helping clients understand complex financial requirements while maintaining accurate reporting.
Bryan Rios
Audit Manager
Bryan Rios has 7+ years of experience in tax consulting and audit services across real estate, manufacturing, and professional services sectors. He provides strategic accounting solutions for corporations and high-net-worth individuals while maintaining a focus on timely, accurate service delivery.
Jane Taing
Senior Accountant
Jane Taing holds CPA exam certification and specializes in QuickBooks systems, payroll processing, and tax preparation. Fluent in English, Mandarin, and Cambodian, she focuses on accurate financial reporting while providing multilingual support to diverse client needs.
Sherif Tawfeek
Senior Accountant
Sherif Tawfeek offers 8+ years of experience in financial analysis and tax preparation for various industries. Specializing in S-corp, C-corp, and fiduciary tax services, he emphasizes transparent communication and timely delivery while working toward CPA certification.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliations, income statements, balance sheets, general ledger maintenance, and customized reporting packages with optional payroll and tax planning integration.
How can a CPA help with tax preparation?
Our CPAs help identify tax deductions, ensure compliance with changing regulations, prevent errors that could trigger audits, and develop year-round tax planning strategies to minimize liabilities for individuals and businesses.
Do you offer payroll processing solutions?
Yes, we offer three payroll service options: comprehensive processing, after-the-fact reporting, and online management with direct deposit, tax filings, and compliance reporting included in all packages.
What audit services do you provide for non-profits?
We offer AICPA-accredited audits, Form 990 preparation, financial statement reviews, and compliance consulting to help non-profits maintain tax-exempt status while providing training for board members and staff.
Can you help with IRS audit representation?
Our CPAs provide complete IRS audit support including document organization, communication with tax authorities, analysis of audit findings, and negotiation of resolution options like payment plans or offers in compromise.
