Business Details
Trusted Accounting and Tax Services in Irvine, CA
Folkers & Associates is a dedicated accounting firm serving small businesses and individuals with comprehensive financial solutions. We prioritize personalized service, offering tailored accounting packages, tax planning strategies, and business advisory services designed to enhance profitability and long-term success. Our expertise extends to QuickBooks setup, outsourced CFO services, business incorporation, and estate planning, ensuring clients receive holistic support for their financial needs.With a commitment to combining the professionalism of a large firm with the responsiveness of a local practice, we empower clients through accurate financial reporting, proactive tax management, and strategic guidance. Our team's deep industry knowledge and focus on client relationships have made us a trusted partner for businesses in construction, law, manufacturing, real estate, and technology sectors.
Services
Small Business Accounting
QuickBooks Services
Incorporation Services
Estate and Trust Planning
Tax Services
Tax Planning
1031 Exchanges
Business Consulting
Part-Time CFO Services
Trust and Estate Planning
Highlights and features
- We offer personalized accounting solutions tailored to small business needs.
- Our team provides proactive tax planning to minimize liabilities.
- Certified QuickBooks ProAdvisors ensure seamless software integration.
- We combine expertise with a client-focused approach for reliable support.
- Decades of experience serving diverse industries including real estate and technology.
Associations and certifications
- QuickBooks ProAdvisor
What people say
Fantastic job
Thorough
Knowledgeable
Top notch
Saved me money
Services
Small Business Accounting
Our small business accounting services provide accurate financial reporting, cash flow management, and cost control solutions. We help businesses track expenses, identify financial trends, and maintain compliance while freeing up time for strategic growth activities. Our proactive approach ensures year-round financial clarity.
QuickBooks Setup
As Certified QuickBooks ProAdvisors, we handle software setup, chart of accounts creation, and invoice template design. Our ongoing support ensures seamless data organization for tax filings and financial reporting. We optimize QuickBooks to streamline accounting processes for small businesses.
Outsourced CFO Services
Our outsourced CFO services offer strategic financial guidance for growing businesses. We provide cash flow management, risk assessment, and tax planning solutions at a fraction of the cost of a full-time executive. This service helps businesses avoid financial pitfalls and improve profitability.
Business Incorporation
We guide new business owners through entity selection (LLC, S Corp, C Corp) and tax planning. Our incorporation services include business plan development and QuickBooks setup to establish a strong financial foundation for long-term success.
Estate Planning
Our estate planning services focus on minimizing tax liabilities and ensuring organized asset transfer. We create customized plans for individuals and business owners, incorporating trusts, charitable gifting strategies, and business succession planning to protect wealth for future generations.
People
Tim Folkers
CPA
Tim Folkers has provided expert tax and accounting services for over 15 years. He specializes in small business financial strategy and estate planning, combining technical expertise with personalized client support to deliver actionable solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, cash flow management, and tax planning services tailored for small businesses.
How can you help with QuickBooks setup?
As Certified QuickBooks ProAdvisors, we handle software setup, chart of accounts creation, and ongoing support for seamless financial tracking.
Do you offer tax planning for individuals?
Yes, we provide comprehensive tax planning and estate planning services for individuals to minimize liabilities and preserve wealth.
What is your experience with business incorporation?
We guide clients through entity selection (LLC, S Corp, C Corp) and develop coordinated tax strategies for new businesses.
Are your services available outside Irvine, CA?
While based in Irvine, we serve clients nationwide through virtual consultations and remote accounting support.
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