Elder Accountancy

A good deal of the work sits on the client's side of an audit rather than the auditor's. Elder Accountancy gets a business ready for one: reconciling accounts, assembling audit schedules and checklists, researching and drafting technical memos, even helping match the company to an audit firm, then absorbing the back-and-forth once fieldwork begins. Financial statements prepared for that purpose rest on what the firm puts at more than thirty years in public accounting. It is a CPA firm licensed in California, working with business owners, executives and independent professionals.

QuickBooks runs alongside — initial setup, training for a client's own staff, periodic tune-ups before tax time, and phone or email answers for an in-house bookkeeper. Tax work spans preparation and planning plus a long roster of IRS trouble: unfiled returns, back taxes, liens, levies, wage garnishment, offers in compromise, innocent spouse relief. Payroll, new business formation and nonprofit accounting are also handled.