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I would highly recom­men­ded and very reas­on­able rates! I com­pleted my return with Sean and highly recom­mend him. He know tax laws very well and com­pleted my return and found errors from a return I pre­pared via Turbo Tax. We’re here to answer and give you the sup­port you need dur­ing tax sea­son and through­out the year. Read more for our tax prep check­list and inform­a­tion on where to find your refund. Click on any of the report cat­egor­ies lis­ted below to find prac­tic­al, unbiased inform­a­tion to help you reach your fin­an­cial goals.

Candice Gerlach, Certified Public Accountant, CFE

It’s about mak­ing your life easi­er so you can focus on the things that mat­ter most. All the while, we’ll make sure you know exactly what’s fixed assets going on. At Can­dice Ger­lach, CPA that’s what pro­fes­sion­al­ism means to us.

Providing high quality tax and accounting services as one of Southern California’s leading public accounting firms,

It does­n’t mat­ter if you’re just need­ing help with your own per­son­al taxes, fil­ing tax returns for your whole fam­ily, or fil­ing for your Airb­nb Account­ing and Book­keep­ing busi­ness. Con­veni­ently loc­ated in beau­ti­ful Carls­bad CA 92010, we’re here to help reg­u­lar folks and busi­ness own­ers alike. If you are look­ing for a blend of per­son­al ser­vice and expert­ise, you have come to the right place! We offer a broad range of ser­vices for busi­ness own­ers, exec­ut­ives and inde­pend­ent pro­fes­sion­als. Please call us for a free ini­tial con­sulta­tion. Sean Cur­rey has been provid­ing high-qual­ity indi­vidu­al and busi­ness tax return pre­par­a­tion and value-added book­keep­ing ser­vices to Carls­bad and nearby cit­ies for over 12 years.

Tax Preparation – Tax Planning – Bookkeeping

We have built a tax pre­par­a­tion busi­ness on tak­ing care of our cli­ents and will be happy to walk you through the some­times com­plic­ated world of tax pre­par­a­tion. Our com­pany has been provid­ing qual­ity, per­son­al­ized fin­an­cial guid­ance to loc­al indi­vidu­als and busi­nesses. Our expert­ise ranges from family/personal CFO ser­vice, tax man­age­ment and account­ing ser­vices to more in-depth ser­vices such as estate plan­ning and fin­an­cial plan­ning. Alexx Ches­ney, EA is a well-reviewed Enrolled Agent in Carls­bad, Cali­for­nia who is proud to offer tax pre­par­a­tion and book­keep­ing ser­vices to the res­id­ents of the sur­round­ing communities.

• We take a pro­act­ive approach to this pro­cess and will stay in con­tact with you through­out the year.
• You also get the latest break­ing tax sav­ing strategies in our monthly newsletter.
• We have exper­i­ence work­ing with busi­nesses of all shapes and sizes and will work with you to ensure that you can be as hands-off or hands-on as you want with your busi­ness accounting.
• As your account­ing team, we make sure someone is here to help you and answer your ques­tions dur­ing nor­mal busi­ness hours, year-round.

Every cli­ent receives per­son­al atten­tion and pro­fes­sion­al guid­ance struc­tured to sup­port their par­tic­u­lar needs and goals. Speak­ing of taxes, the third, and most pop­u­lar reas­on to hire an account­ant is, of course, to sim­pli­fy the tax return pro­cess. We take a pro­act­ive approach to this pro­cess and will stay in con­tact with you through­out the year. This keeps things from feel­ing over­whelm­ing or stress­ful, by keep­ing records up to date. You’ll also save time by hand­ling things as they come, rather than wait­ing until the last minute and frantic­ally look­ing for that doc­u­ment you need.

Tax Services

Alexx is an author­ized e‑file pro­vider and can help cli­ents file their taxes online quickly and pain­lessly. Alexx has more than 17 years of exper­i­ence in the tax industry, and she is happy to help indi­vidu­als and busi­nesses alike. She enjoys see­ing cli­ents pleased when she resolves their issues with the cur­rent year’s taxes, files unfiled taxes from years past, and resolves more com­plex issues they simply did­n’t under­stand. Alexx prides her­self on sav­ing cli­ents time and money while remov­ing stress and fear. As part of our tax pre­par­a­tion ser­vice, we are qual­i­fied to cal­cu­late, file and sign income tax returns on behalf of indi­vidu­als and businesses.

Services for Individuals

Choose a CPA team that cares about your fin­an­cial suc­cess, so you can spend less time wor­ry­ing about the big pic­ture and more time smil­ing for the cam­era. We are here to help you meet and under­stand your fin­an­cial goals so that you can Book­keep­ing Ser­vices in Carls­bad feel secure with your fin­an­cial plan. Have a ques­tion regard­ing our book­keep­ing ser­vices? Send us a mes­sage and we’ll get in touch shortly, or phone between 9 am and 6 pm Monday to Friday.

People

We find the strategy that will best suit our cli­ent’s situ­ation. KB Tax is the home of Kev­in Bish­op, a Cer­ti­fied Pub­lic Account­ant and former IRS agent. Because of Kev­in’s exper­i­ence in the IRS headed the med­ic­al pro­fes­sion industry audit, he believes he is spe­cially qual­i­fied to offer cli­ents the most effi­cient tax services.

Serving Customers Throughout San Diego CountyGet in touch with us today!

JL Wennes CPAs will guide you through the maze of forms that are required to be filed for you to main­tain your tax exempt status. We will pre­pare your annu­al fil­ing with the Intern­al Rev­en­ue Ser­vice and sub­mit the prop­er doc­u­ments to the State.

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