Claudia Topete, CPA

At Claudia Topete, CPA, we understand that running a business is a multifaceted endeavor. That's why we offer a comprehensive range of services designed to support your financial needs. From tax planning and preparation to accounting and advisory services, our team of experienced professionals is dedicated to helping you achieve your goals. Whether you're looking to establish a solid tax strategy, streamline your accounting processes, or simply need expert advice, we're here to help.

Our Services

We provide a variety of services tailored to meet the unique needs of your business. Our accounting services include bookkeeping, financial statement preparation, and tax planning. For tax preparation, we ensure that you're maximizing all available tax benefits. Our advisory services focus on strategic planning, helping you navigate complex tax environments and plan for retirement. With our expertise, you'll have everything you need to grow your business and achieve your financial objectives.

Tax Planning and Preparation

At Claudia Topete, CPA, we understand the importance of tax planning and preparation. We take the time to evaluate your current finances and historical performance to determine projected company growth. With this information, we devise a plan based on proven methods, customized to your company's needs and goals. Our team also recommends strategies you can use throughout the year that help you qualify for deductions and avoid costly fines.

Accounting Services

We believe that accounting should be straightforward and efficient. Our services include setting up an accounting system that works for you, maintaining your ledger, and even helping you set up QuickBooks. This allows you to have a high-level view of your financial performance, so you know where your money is coming from and going to.

Advisory Services

Our advisory services are designed to optimize opportunities for your business. We analyze your financial data to advise you on the best way to improve performance and increase efficiency. We'll help you develop record-keeping and organizational processes, so you know exactly where to find the information you need. By creating projections based on past performance, we can design strategies to maximize effectiveness and foster your company's growth.

Retirement Planning

Planning for retirement should be a lifelong process. Our retirement advisors will help you develop a strategy to plan and stay on track for retirement. With careful planning and investing, you can ensure a secure financial future.