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Your Trusted Claremont CPA for Expert Accounting & Tax Services
Claudia Topete, CPA, CPA, brings over two decades of expertise in federal, state, local, and international tax matters to Claremont businesses. With a career spanning roles at RSM, Zappos.com, Caesars Entertainment, and the IRS, Claudia combines corporate, public accounting, and government insights to deliver tailored financial solutions. Our firm prioritizes personalized service, strategic tax planning, and proactive advisory support to help businesses optimize performance and compliance.We specialize in resolving complex tax issues, streamlining accounting systems, and providing retirement and estate planning guidance. Our approach emphasizes transparency, attention to detail, and a commitment to understanding each client's unique needs. With a focus on innovation and client education, we empower business owners to make informed financial decisions while maintaining compliance with evolving regulations.
Services
Accounting
Tax Planning
Advisory Services
Retirement Planning
Payroll Solutions
Estate Planning
IRS Audit Defense
Business Succession Planning
Highlights and features
- We offer 20+ years of experience in federal, state, and international tax matters.
- Our team includes a former IRS agent with specialized audit defense expertise.
- We provide tailored financial strategies aligned with your business's unique needs.
- Our proactive approach minimizes tax liabilities and maximizes compliance opportunities.
- We prioritize transparent communication and client education for informed decisions.
What people say
Knowledgeable and communicative
Thorough and reliable
Proactive tax strategies
Exceptional client support
IRS audit expertise
Services
Accounting Services
Our accounting services streamline financial management for Claremont businesses. We handle bookkeeping, financial statement preparation, and QuickBooks setup to ensure accurate records and clear financial insights. By maintaining your ledger with expert precision, we free you to focus on growth while providing real-time visibility into cash flow and performance metrics.
Tax Planning
We specialize in year-round tax planning to minimize liabilities and maximize savings. Our strategies address federal, state, and international tax requirements while aligning with business goals. From compliance to complex structuring, we help clients leverage deductions, avoid penalties, and prepare for audits through proactive, customized approaches.
Advisory Services
Our advisory services focus on optimizing business performance through strategic planning. We analyze financial data, recommend process improvements, and develop growth strategies tailored to your industry. Whether addressing operational inefficiencies or planning for succession, we provide actionable insights to enhance profitability and long-term sustainability.
IRS Audit Defense
We represent clients in IRS audits and tax disputes, leveraging deep regulatory knowledge to achieve favorable outcomes. Our team navigates complex tax codes, negotiates settlements, and implements corrective measures to resolve back taxes, liens, and compliance issues while minimizing financial impact.
Retirement Planning
Our retirement planning services create personalized strategies for long-term financial security. We assess risk tolerance, investment goals, and tax implications to design plans that ensure stability during retirement. By combining tax-efficient strategies with ongoing portfolio management, we help clients build and preserve wealth across generations.
People
Claudia Topete, CPA
Certified Public Accountant
Claudia Topete, CPA, CPA, brings 20+ years of experience in public accounting, corporate finance, and IRS operations. She specializes in tax strategy, business advisory, and audit defense for Claremont businesses. Her expertise spans multiple industries, including technology, e-commerce, and real estate.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, QuickBooks setup, and customized accounting systems to streamline financial management for small businesses.
How can you help with IRS tax problems?
Our team, including a former IRS agent, offers audit defense, back tax resolution, and penalty negotiation to resolve IRS disputes efficiently and minimize liabilities.
Do you provide tax planning for individuals?
Yes, we offer personalized tax planning strategies for individuals to maximize deductions, ensure compliance, and optimize long-term financial outcomes.
What is business succession planning?
Succession planning ensures your business transitions smoothly to new leadership. We develop strategies to preserve value, address tax implications, and maintain operational continuity.
How do you handle estate tax planning?
We create comprehensive estate plans to minimize tax burdens, protect assets, and ensure your wishes are executed through trusts, wills, and strategic documentation.
