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Your Small Business Accountant in Santa Ana

We can potentially minimize your tax burden by $10k to as much as $1M, as well as, help you to grow your business profitably.

Serving the greater Santa Ana area’s 334,136 residents and 26,948 businesses spanning from Downtown Santa Ana to Floral Park, Meredith Parkwood, and beyond for all of your Santa Ana small business accountant needs.

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Trusted by Santa Ana Business Owners

 
Lauren Thompson | CEO

Rae Ost Accountants in Toronto
"Accountant Partners have been helping me file my taxes for the last several years, including my complex business taxes for a multi-state business. I'm extremely happy with their services and they have worked hard to find ways to save my money. I highly recommend them!"
 
Will Elroy | Business Owner

Jen Sietsma
"One of my business partners referred me to Accountant Partners a couple of years ago. They've been filing my business taxes as well as providing me with some financial growth and CFO services. They are a small team yet extremely knowledgeable on small business taxes. They were immediately able to identify ways for me to save money, via some deductions I hadn't been taking advantage of and some other general recommendations. I highly recommend them to any small business owner looking to take their business to the next level."
 
Georgine Correa | President

Jenna
"Doing my own business taxes was getting complicated, messy, and stressful. Mine became even more complicated during the pandemic and I was going crazy dealing with the IRS. Then I found Accountant Partners and they have been a tremendous help! Their CPAs are very personable and give high-quality service I haven't seen anywhere else. I highly recommend them for other struggling business owners!"

Here’s Why Most Tax Preparers FAIL

Most tax preparers and accountants fail to “plan”. They meet you 4 months AFTER the last year has ended to submit your taxes, but that’s TOO LATE.

Tax Preparing

The process of reviewing your year of financial results and preparing your tax returns for submission to the IRS.
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Tax Planning

The process of looking at your personal and business regulatory requirements to legally reduce taxes.
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“We’ll keep your hard-earned money from going to the taxman because small business tax minimization is what we do ALL DAY, EVERYDAY – even while we SLEEP!

Small Business Accountant Los Angeles Services

Your Financial Partners

With 27 years of experience, we specialize in best-in-class tax minimization strategies, personalized advisory, and technology-driven efficiency.

We formed Accountant Partners so business owners like yourself would receive partner-level value in accounting, reporting, and strategic advisory, providing real-time insights that help minimize your tax burden and maximize profitability.

Our holistic approach ensures quality-consistency, efficiency, and peace of mind communication, allowing you to focus on what you do best.

As your trusted partner, we aim to build a strong, long-lasting relationship to grow your business profitably and create a long lasting advantage towards continuous success.

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Allan Bayer | Accountant Partners
Partner

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4 Stages of Successful Tax Planning

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Perfect Planning

Your planning is the most important part of your engagement with us.

At this stage, we’ll perform a review of your tax position and make recommendations for how much money you can save with our proactive tax planning strategies.

Some of the $100K to $1M+ in tax savings will be from prior years, but most of the savings will be in the current year and next decade (that is, if you’re actively growing your business.)

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Flawless Execution

Once we complete your master tax plan, we will present to you with anywhere from 1 to 100 strategies to minimize your tax burden.

Some of your strategies require minimal implementation, while other strategies may be more sophisticated and involve 3rd parties, but rest assured we will take care of you every step of the way.

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Quarterly Strategizing

Most of our clients choose to work with us on a quarterly basis because at various stages of the year there are hundreds of changes to the U.S. tax code, and we must be in compliance, thus we implement strategies before year-end to ensure your tax savings are realized.

Thus, on a quarterly basis, we will continue to execute our planning strategies and review your financial results.

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Prepared to Perfection

Our preparation of your returns is the last stage of our process.

At this point, we can actually calculate what your final tax payment will be and compare it to what you would have paid without doing proactive tax planning.

You can rest assured you’re going to save a lot!

How Do We Save You $10K+ to $1M+ in Taxes?
Using Our “Tax Planning” Strategies

The Tax Plan For Current Year & Beyond
Deduction Review & Strategy Planning
Legal Entity Optimization Across LLC, S Corp, Partnership
Retirement Options To Save While Minimizing Taxes
Insurance Review To Protect Assets & Reduce Taxes
TCJA, FFCRA, CARES Review For Liability Minimization
IRS & Court Case References Support Positions
Core Strategy Implementation
Business Tax Preparation
Quarterly Estimated Payments
Quarterly Core Tax Planning & Implementation
Quarterly 1-On-1 Review Tax Position

Looking for More Advanced Strategies?

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Asset Protection

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Tax-Advantaged Wealth

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Exit & Capital Gains

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Niches Specific

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International

We Strive for World Class Service

Call/Email Response Within 24 Hrs

Call/Email Response Within 24 Hrs

Schedule of Service Delivery

Schedule of Service Delivery

Upfront Fixed Fee

Upfront Fixed Fee

Small Business Experts

Small Business Experts

Multiple Points of Firm Contact

Multiple Points of Firm Contact

Proactive CPAs

Proactive CPAs

Constantly Innovating!

Constantly Innovating!

Switching Accountants Is Easier Than You Think

Switching accountants only seems like a major pain in the butt…
But in reality, it’s a brief communication with your current accountant:

“It’s time for a new direction. Please send my books over to Accountant Partners. Thank you for your service.”

Your accountant is professionally mandated to provide your books to whomever you request they go to. It’s really that easy.

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We’ll Integrate with Your Cloud Accounting Software

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Book Your Free Consultation

If you’re looking to grow your business and willing to listen to new and better ideas, then we’re the trusted Small Business Accountant for you.

During our initial consultation, we’ll review your immediate needs and provide a course of action with a fixed-fee quote (no surprise bills here).

Fixed Price

The Only CPA Firm with a Pricing Guarantee

Our pricing guarantee is simple: If we don’t quote you upfront for the work, we don’t expect you to pay. Whether that’s in our first engagement with you, or it’s in 20 years from now.
You’ll never receive an unpleasant surprise in our invoicing.

Our guarantee makes it a no-brainer to work with Small Business Accountant Santa Ana

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FAQs

Is an accountant worth it for a small business in Santa Ana?

Yes, an accountant is worth it for a small business in Santa Ana. They ensure tax compliance, provide financial advice, manage bookkeeping, and help optimize financial performance, saving time and potentially reducing costs through strategic planning.

How much is an accountant for a small business USA?

The cost of an accountant for a small business in the USA typically ranges from $1,000 to $5,000 per year for basic services. Complex financial needs, such as tax planning and strategic advice, can increase the cost.

What should an accountant do for a small business?

An accountant should manage bookkeeping, prepare financial statements, ensure tax compliance, provide financial advice, assist with budgeting, and help with cash flow management. They also offer strategic planning to support business growth and financial health.

How many accountants should a small business in Santa Ana have?

A small business in Santa Ana usually needs one accountant or bookkeeper for daily financial tasks. As the business grows, additional accountants or specialized financial staff may be needed to handle increased complexity and workload.

What is the difference between a bookkeeper and an accountant?

A bookkeeper handles daily financial transactions, data entry, and maintaining financial records. An accountant provides higher-level services, including financial statement preparation, tax planning, compliance, and strategic financial advice.

At what point should a business get an accountant?

A business should get an accountant at startup to ensure proper financial setup, tax compliance, and strategic planning. As the business grows, an accountant helps manage increased financial complexity and optimize financial performance.

Can an accountant help you set up a business?

Yes, an accountant can help set up a business by advising on the best business structure, setting up accounting systems, ensuring tax compliance, and providing financial planning and budgeting support.

Do accountants help with business plans?

Yes, accountants help with business plans by providing financial projections, budgeting, and strategic advice. They ensure the financial aspects of the plan are realistic, comprehensive, and aligned with business goals.

Do I need accountant or a bookkeeper?

You need a bookkeeper for daily financial transactions and maintaining records. An accountant is necessary for complex financial tasks like tax planning, financial statement preparation, compliance, and strategic advice. Depending on your needs, you may require both.

Do I need QuickBooks if I have an accountant?

While having an accountant reduces the need for QuickBooks, it can still be useful for day-to-day bookkeeping, generating financial reports, and facilitating collaboration with your accountant by providing organized financial data.

Your Next Steps

Request a Consultation

Book a Free Consult

We’ll review your immediate needs and provide a course of action to help you save money on taxes and grow your business.

How We Helped a Business Grow & Exit for $1.7M

Read the Case Study

See how one business owner unlocked $1M in capital.

1 Fun & 1 Interesting Fact About Santa Ana

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Santa Ana, California, offers a vibrant mix of cultural heritage and modern attractions. A fun fact about Santa Ana is its famous Bowers Museum, which hosts fascinating exhibits ranging from world cultures to natural history, making it a must-visit for families and art enthusiasts alike. An interesting fact about the city is its role as a technological and economic hub within Orange County. Santa Ana is home to several major corporations and tech companies, contributing significantly to the region’s economic growth. The city’s thriving downtown area, with historic buildings and a lively arts scene, further underscores its dynamic and diverse character. Santa Ana’s combination of cultural landmarks and economic vitality makes it a compelling destination.

Santa Ana Small Business Accounting Resources

SCORE Orange County

1415 S. Main St., PO BOX 2446
Santa Ana, CA
92707

(714) 550-7369

Small Business Development Corporation of Orange County

271 N Sycamore St,
Santa Ana, CA
92701

(714) 571-1900

City of Santa Ana Small Business Support Program

20 Civic Center Plaza
Santa Ana, CA
92701

(714) 647-5385

Orange County Taxpayers Association (OCTax)

701 E Chapman Ave
Orange, CA
92866

(714) 289-1092

Association for Corporate Growth (ACG) Orange County Chapter

3333 Michelson Drive
Suite 300 Irvine, CA
92660

(714) 259-1224

What is the California Society of CPAs?

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The California Society of CPAs (CalCPA) is a professional organization representing over 45,000 certified public accountants in California. Established in 1909, CalCPA aims to enhance the integrity of the accounting profession by providing members with resources, education, and advocacy. The organization offers continuing professional education (CPE), networking opportunities, and technical support. CalCPA also engages in legislative efforts to influence policies affecting the accounting industry. It strives to maintain high ethical standards and promote the value of CPAs to the public and business community.

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What is the California Board of Accountancy (CBA)?

The California Board of Accountancy (CBA) is a state regulatory agency under the Department of Consumer Affairs. It oversees the licensing and regulation of Certified Public Accountants (CPAs) in California. Established to protect consumers, the CBA ensures that applicants meet rigorous educational and professional standards before granting CPA licenses. It enforces ethical conduct, investigates complaints, and takes disciplinary actions against violators. The CBA also sets continuing education requirements to maintain high professional standards, thereby safeguarding the integrity and competence of the accounting profession in the state.

Santa Ana, CA Local Resources

Santa Ana Chamber of Commerce

1631 W. Sunflower Ave, Suite C-35
Santa Ana, CA
92704

(714) 541-5353

Santa Ana Department of Finance

20 Civic Center Plaza
Santa Ana, CA
92701

(714) 647-5400

IRS Taxpayer Assistance Center

24000 Avila Rd.
Laguna Niguel, CA
92677

(844) 545-5640

Santa Ana Police Department

60 Civic Center Plaza
Santa Ana, CA
92701

(714) 245-8665

City of Santa Ana

20 Civic Center Plaza
Santa Ana, CA
92701

(714) 647-5400

Top Companies in Santa Ana

Allied Universal

1815 E. Wilshire Avenue
Santa Ana, CA
92705

(714) 923-3700

First American Corporate Office

1 First American Way
Santa Ana, CA
92707

(714) 250-3000

Johnson And Johnson

1700 E St Andrew Pl
Santa Ana, CA
92705

(714) 247-8200

Behr Paint

1801 E. St. Andrew Pl
Santa Ana CA
92705

(714) 545-7101

Wahoo’s Fish Taco Corporate Offices

1185 Warner Ave
Tustin, CA
92780

(949) 222-0670

SchoolsFirst Federal Credit Union – Santa Ana

2115 N Broadway
Santa Ana, CA
92706

(800) 462-8328

More About Small Business Accounting in Santa Ana, California

Santa Ana, the county seat of Orange County, California, is a vibrant city with a population of approximately 310,000 residents. Known for its rich cultural heritage and historical significance, Santa Ana is one of the most densely populated cities in the county. The city’s demographic composition is predominantly Hispanic, accounting for over 75% of the population, reflecting its deep-rooted Latino culture. Additionally, there are significant Asian, White, and African American communities, contributing to the city’s diverse and multicultural atmosphere. This diversity is celebrated through numerous cultural festivals, community events, and a variety of culinary offerings, making Santa Ana a dynamic and lively place to live.

Residents of Santa Ana enjoy a blend of urban and suburban living, with a range of amenities and services that cater to various lifestyles. The city boasts several historic neighborhoods, parks, and recreational facilities, providing ample opportunities for outdoor activities and family-friendly entertainment. Education is a priority in Santa Ana, with numerous public and private schools, as well as higher education institutions like Santa Ana College. The city’s strategic location within the greater Los Angeles metropolitan area provides residents with easy access to employment opportunities, cultural attractions, and transportation networks, enhancing the overall quality of life in Santa Ana.

Small business accounting in Santa Ana, California, is essential for the city’s vibrant and diverse entrepreneurial community. With a wide range of industries including retail, manufacturing, food services, and professional services, small businesses in Santa Ana depend on professional accounting services to manage their finances effectively. These services include bookkeeping, tax preparation, payroll management, and financial reporting, which ensure that businesses remain compliant with state and federal regulations. Local accounting firms and independent accountants provide tailored solutions to meet the specific needs of Santa Ana’s small businesses, enabling them to maintain accurate financial records and optimize their tax strategies.

Beyond traditional accounting tasks, small business accountants in Santa Ana offer strategic advisory services that are crucial for business growth and sustainability. They help business owners with budgeting, cash flow management, and financial planning, allowing them to make informed decisions and navigate financial challenges. Given Santa Ana’s competitive market and diverse economic landscape, effective accounting practices are vital for small businesses to thrive. Accountants also assist in identifying local economic opportunities, such as grants and incentives, which can be pivotal for business expansion. By leveraging the expertise of local accountants, small businesses in Santa Ana can achieve financial stability, drive growth, and contribute to the city’s economic prosperity.

Accountant Partners works with small businesses to minimize their tax burden and grow their profits. Offering tax planning and accounting services in the greater Santa Ana area, we work proactively for you. Our clients love our quick response time, fixed fees, and our innovative solutions.

Small Business Accountant Santa Ana Also Serves Cities Around Santa Ana, California

Tustin, CA
Garden Grove, CA
Orange, CA
Costa Mesa, CA
Fountain Valley, CA
Irvine, CA
Anaheim, CA
Westminster, CA
Huntington Beach, CA
Newport Beach, CA

Stanton, CA
Villa Park, CA
Aliso Viejo, CA
Lake Forest, CA
Seal Beach, CA
Los Alamitos, CA
Buena Park, CA
La Palma, CA
Brea, CA
Fullerton, CA

La Habra, CA
Placentia, CA
Laguna Beach, CA
Laguna Hills, CA
Laguna Woods, CA
Yorba Linda, CA
Cypress, CA
Mission Viejo, CA
Lakewood, CA
Long Beach, CA

Accountant Partners in Santa Ana is near Bowers Museum which is close to Downtown Santa Ana, Floral Park, and Meredith Parkwood. MainPlace Mall, Discovery Cube, and Santa Ana Zoo are also nearby.

Other locations we serve:

Santa Ana California, USA

What Are Your Accounting Needs? Tap to Choose a Service

Consult with a Small Business Accountant in Santa Ana Today.

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