Small Business Accountant Sacramento

Tax planning is the whole pitch here, set against the argument that most preparers turn up four months after the year has closed, when a return can only record what already happened. The work is built around a custom action plan and quarterly strategy sessions rather than one annual filing. Bookkeeping and controller-level reporting round it out, and the practice will work inside whatever cloud accounting software a client already runs. Fees are quoted upfront, under a guarantee that anything not quoted in advance goes unbilled. The named team is practice principal Allen Ming, tax manager David Puotinen, senior associate Belford E. Voegelin and senior accountant Jivanne Foster, covering the greater Sacramento area from Davis through Folsom and Gold River. It trades as Accountant Partners, which lists offices across the US and Canada, and puts its experience at 27 years.