Business Details
35 Years
experience
Expert Tax & Accounting Services in Covina
The Doug Sanchez CPA has been providing comprehensive tax and accounting services since 1991. With over 40 years of industry experience, our firm specializes in tax return preparation, strategic tax planning, and resolving IRS-related issues for individuals and businesses. We offer tailored bookkeeping solutions, monthly financial statement preparation, and payroll services to help clients streamline their financial operations.Our team maintains expertise through continuous professional education and leverages modern technology to deliver accurate, efficient services. Located in Covina, California, we prioritize client satisfaction by offering personalized attention and practical solutions to complex tax challenges.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
IRS Representation
Financial Statements
Details
- Year established: 1991
Highlights and features
- 40+ years of tax and accounting expertise
- Proven IRS audit representation experience
- Accurate monthly financial statement preparation
- Personalized service from Covina-based professionals
- Specialized solutions for business tax planning
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, businesses, estates, and trusts. Our services include late filings, amended returns, and specialized deductions. With expertise in evolving tax codes, we ensure accurate submissions for federal, state, and local jurisdictions while maximizing legitimate tax savings opportunities.
IRS Representation
Our firm specializes in resolving IRS issues including audits, notices, liens, and levies. We provide professional representation to negotiate installment agreements, tax settlements, and collection alternatives. With decades of experience handling complex tax disputes, we advocate for clients while maintaining compliance with tax regulations.
Bookkeeping Services
We offer complete bookkeeping solutions for small businesses, maintaining accurate financial records through computerized systems. Our services include transaction recording, account reconciliation, and monthly financial reporting. This enables business owners to focus on operations while ensuring reliable financial data for decision-making and tax preparation.
Tax Planning
Our proactive tax planning services develop long-term strategies to minimize tax liabilities. We provide annual and mid-year planning for individuals and businesses, analyzing income, investments, and business structures. This forward-looking approach helps clients optimize their tax positions while aligning with broader financial objectives.
Financial Statements
We prepare detailed monthly, quarterly, and annual financial statements for businesses. Our reports include balance sheets, income statements, and cash flow analyses. These professionally prepared documents support informed business decisions, loan applications, and compliance requirements while providing clear financial visibility to business owners.
People
Doug Sanchez
CPA
Certified Public Accountant with 40+ years experience serving Covina clients. USC graduate specializing in tax resolution and business accounting. Provides expert financial guidance through changing tax regulations while maintaining personalized client service since 1991.
Questions
What tax services do you offer for individuals?
We prepare federal and state tax returns for individuals, including specialized filings for estates, trusts, and gift taxes. Our services also include tax planning and resolution of IRS issues.
Can you help businesses with tax compliance?
Yes, we handle tax returns for all business structures including corporations, LLCs, partnerships, and sole proprietorships. We also provide financial statement preparation and payroll tax compliance services.
Do you assist with IRS audit representation?
Yes, we provide professional representation for IRS audits, tax notices, and collection matters. Our CPA has decades of experience resolving tax disputes and negotiating payment arrangements.
What accounting services do you provide for small businesses?
We offer bookkeeping, monthly financial statements, payroll processing, and new business start-up assistance. Our services help businesses maintain accurate financial records and meet compliance requirements.
How long have you served the Covina community?
Our office has been located in downtown Covina since 1991, providing continuous tax and accounting services to local businesses and residents for over 30 years.
What makes your firm different from online tax services?
We provide personalized CPA services with decades of local experience, unlike automated online platforms. Our firm offers customized tax planning, professional representation, and ongoing financial guidance tailored to your specific situation.
