John Trapani, CPA

Putting The Pieces Together For You

(805) 497-4411

2975 E. HILLCREST DRIVE

THOUSAND OAKS, CA 91362

Accounting Services: Business

Business Accounting Services

John Trapani, CPA serves business owners by bringing over 40 years of diverse business experience to the process of preparing, planning and implementing a business tax and financial plan.

Our firm offers a wide range of services to business clients, who benefit from our personalized, quality service.

Our services are listed below. Please contact us about any service that you require. We look forward to assisting you in fulfilling your needs.

General Services

• Tax Planning & Preparation

• IRS Representation

Accounting Services

• Compilations

• Financial Statements

• Financial Forecasts & Projections

• Cash Flow & Budgeting Analysis

• Bookkeeping/Write-Up

Consulting Services

• Business Consulting

• Buying & Selling a Business

• Estate Planning

• Debt & Financing Services

• Business Entity Selection

Other Services

• Expert Witness Services

 

General Services

• Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are a sole proprietorship or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of ever-changing and evolving tax laws and legislation.

• IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

 

Accounting Services

• Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

• Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be useful tools for management for making financial decisions.

• Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

• Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

• Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

 

Consulting Services

• Business Consulting

We gauge our worth by the personal and business success of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

• Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our staff has experience to guide you through the acquisition/disposition process by addressing a broad range of issues, including cash flow analysis and tax considerations.

• Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. Please note that we work closely with attorneys to help them understand their clients’ tax, financial and personal situation as it applies to the development of legal trusts and wills.

• Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

• Business Entity Selection

Choosing the form of entity of your business (e.g. “S” corporation, sole proprietorship, limited liability company, etc.) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

 

Other Services

• Expert Witness Services

Pending or existing litigation can result in the need for a qualified professional to present his/her opinion to support or oppose evidence submitted to the court. Our level of competence allows us the opportunity to function as expert witnesses in such cases.