Linda Catalina, CPA
(858) 484-6997 Direct (888) 563-0939 Fax
|San Diego Office
8880 Rio San Diego Drive, Suite 800
San Diego, CA 92108
|San Marcos Office
100 E. San Marcos Blvd, Top Floor
San Marcos, CA 92069
SMALL BUSINESS ASSISTANCE
I will instruct you on the best entity (sole proprietorship, partnership, LLC or corporation) for your circumstances. Each has its own positives and negatives, making the decision complicated.
I will assist you with the purchase or sale of your business. Implicit in this process is the valuation of the entity in question. I have performed informal business valuations and can provide guidance in the most favorable allocation of purchase/selling price to the assets being bought and sold.
I will help you with your bookkeeping problems in the way you want to be helped.
I will meet with you on a quarterly basis (or some other interval of your choice) to discuss matters of importance to you. I will help you budget, advise you of revenue enhancement and cost reduction strategies, suggest tax saving ideas and help you set up the appropriate retirement plan.
TAX PLANNING, PREPARATION AND REPRESENTATION
I will keep you informed of changes in the tax laws via newsletters and notices. I will automatically do whatever is necessary to keep you from incurring late filing penalties and I always search out the least taxing way to comply with our very complex tax laws. I do my best to encourage planning meetings after the end of tax season.
In the event of an audit, I represent you before governmental authorities. However, our tax preparation methodology attempts to avoid this outcome by questioning apparent anomalies on the face of the return. My goal is to be prepared, in advance, for any eventuality.
I will prepare your compilation and financial statements. These might be required by outside parties, such as banks, lessors and insurers. The statements are normally prepared on the accrual basis of accounting, which gives the most accurate depiction of how your business is doing.
I will assist you with budgeting, savings and debt management. I can assess your estate planning needs and have attorneys who will draft documents appropriate to your situation. I push retirement planning very hard. Everyone must provide for his or her own retirement and I will give you the information you need to decide what vehicle to use, e.g., Traditional or Roth IRA, SEP IRA, SIMPLE IRA, etc. I believe in getting rich slowly and assist others in doing the same.