Business Details
23 Years
experience
Hospitality Accounting Services Oakland CA
Navjeet Hospitality CPA Firm is a Bay Area accounting firm specializing in hospitality industry services since 2003. Our team of certified professionals delivers tailored financial solutions for restaurants, bars, and hotels, combining deep industry knowledge with technical expertise. We provide comprehensive accounting, tax planning, payroll processing, and financial reporting services designed to optimize profitability and ensure regulatory compliance. With decades of combined experience, including prior work at PricewaterhouseCoopers, we offer actionable insights through detailed financial analysis and customized reporting.Our commitment to client education empowers business owners to make informed financial decisions while maintaining transparent communication throughout our partnership. We distinguish ourselves through specialized hospitality accounting expertise, personalized service, and a proven track record of helping clients navigate complex tax regulations and operational challenges.
Services
Tax Preparation
Payroll Services
Financial Reporting
Accounts Payable
New Business Advisory
Tax Audit Representation
Sales Tax Filing
Wage Garnishments
Worker's Compensation Audits
Business Entity Selection
Details
- Year established: 2003
Highlights and features
- We specialize in hospitality accounting with 20+ years of industry-specific experience
- Our team includes former Big Four accounting firm professionals
- We provide customized financial reporting for labor, food, and beverage costs
- We handle multi-state tax compliance for hospitality businesses
- We offer tax audit representation with proven results
What people say
Exceptional professionalism
Timely responses
Effective financial solutions
Clear communication
Industry expertise
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing for hospitality businesses. We specialize in multi-state tax compliance, entity selection, and audit representation. Our team stays current with changing regulations to maximize deductions while maintaining compliance. Clients receive strategic tax planning to minimize liabilities and optimize financial outcomes.
Payroll Services
We handle complete payroll processing for restaurants, bars, and hotels. Our services include tip reporting, tax filings, and customized payment schedules. We ensure compliance with labor regulations while providing detailed accounting summaries. Our system accommodates weekly, bi-weekly, or monthly payroll cycles with direct deposit options.
Financial Reporting
Our financial reporting service provides actionable insights through customized statements. We track labor costs, food expenses, and inventory metrics to support data-driven decisions. Clients receive monthly or quarterly reports including general ledger analysis and sales tax documentation to maintain financial clarity and operational efficiency.
Accounts Payable
We manage accounts payable processes with invoice verification and timely payments. Our system includes credit card reconciliation, weekly aging reports, and 1099 processing. This service ensures accurate financial records while helping businesses maintain positive vendor relationships through consistent payment schedules.
Tax Audit Representation
Our audit representation service provides expert guidance during IRS or state tax audits. We prepare documentation, explain audit requirements, and represent clients throughout the process. With experience handling BOE, FTB, and IRS audits, we work to minimize penalties and achieve favorable outcomes for hospitality businesses.
People
Navjeet Chahal
Founder & CPA
Established the firm in 2003 after working at PricewaterhouseCoopers. Prepares 10,000+ tax returns and represents clients before IRS/FTB. UC Berkeley accounting graduate with extensive tax law training.
Pooja Aggarwal
General Manager
Senior accountant with 10+ years experience. Oversees sales tax and payroll operations. Chartered Accountant from India with expertise in Northern California accounting standards and client relationship management.
Paul Morrow
Client Services
Account management specialist with 10+ years experience. Focuses on client education and business development. Conducts on-site consultations for tax planning and accounting services across the Bay Area.
Pinkesh Gandhi
Staff Accountant
Bookkeeping department lead with business accounting degree. Completes annual bookkeeping cycles within one month. Known for enthusiasm and commitment to accurate financial record-keeping for hospitality clients.
Supreet Kaur
Customer Service
Customer service specialist with marketing degree. Implements firm's client-first philosophy through prompt responses and professional interactions. Ensures positive client experiences through courteous communication and administrative support.
Questions
What accounting services do you offer for restaurants?
We provide financial reporting, payroll processing, tax planning, and accounts payable services specifically tailored to restaurant operations and cost management needs.
Do you handle multi-state tax compliance?
Yes, we manage state and federal tax filings for hospitality businesses operating across multiple states with specialized compliance strategies.
How do you help with payroll for tipped employees?
Our payroll system includes accurate tip reporting, proper employee classification, and compliance with hospitality industry wage regulations.
What happens if I receive a tax audit notice?
We provide complete audit representation including document preparation, process explanation, and professional representation before tax authorities to achieve favorable outcomes.
Can you help new hospitality businesses get started?
Yes, we offer new business advisory services including entity selection, business plan development, and tax strategy implementation for startups.
How do you ensure accurate financial reporting?
We create customized reports tracking labor costs, food expenses, and inventory metrics with regular delivery schedules to maintain financial visibility.
