Business Details
Your Trusted Partner for Accounting & Tax Solutions
Your goals are our goals. At BPTG Certified Public Accountants, we serve a diverse client base of entrepreneurs, closely held businesses, and individuals. Our expertise spans preparation of individual, business, estate, and trust tax returns, income tax planning, tax compliance, and accounting oversight. We understand the dedication required to build a successful business and support families, and we aim to help clients maximize the financial rewards of their labor. Our team delivers value through personalized attention, practical guidance, and a commitment to excellence.We act as trusted business partners, adapting to evolving client needs over time. Client testimonials highlight our ability to correct past tax errors, resolve audits efficiently, and provide timely financial insights. Our professionals bring decades of combined experience in tax and accounting services, ensuring clients receive accurate, compliant, and strategic financial advice.
Services
Tax Preparation
Tax Planning
Audit Representation
Bookkeeping Oversight
Estate Tax Returns
Business Tax Compliance
Income Tax Analysis
Financial Record Review
Entity Structure Advice
Tax Document Review
Highlights and features
- We correct past tax errors to maximize client refunds.
- Our team resolves IRS audits efficiently and professionally.
- We provide personalized tax planning tailored to client needs.
- Our professionals offer decades of combined accounting expertise.
- We deliver timely financial insights for informed decision-making.
What people say
Maximized refunds
Efficient audit resolution
Personalized attention
Timely financial insights
Accurate tax planning
Services
Tax Preparation
We prepare individual, business, estate, and trust tax returns with meticulous attention to detail. Our service ensures compliance with federal, state, and local regulations while optimizing deductions and credits. Clients receive clear explanations of their tax positions and potential liabilities.
Tax Planning
Our tax planning identifies opportunities to minimize liabilities through strategic deductions, credits, and entity structuring. We analyze client financials to develop customized plans aligned with long-term business and personal goals, adapting to changing tax laws.
Audit Representation
We represent clients during IRS and state tax audits, ensuring accurate documentation and compliance. Our team communicates directly with tax authorities, resolves discrepancies, and negotiates settlements to protect client interests and reduce penalties.
Bookkeeping Oversight
We provide bookkeeping oversight to maintain accurate financial records, including bank reconciliations and transaction analysis. This service ensures businesses have reliable data for decision-making and compliance with reporting requirements.
Estate Tax Returns
Our estate tax services include preparation of federal and state estate tax returns, valuation of assets, and compliance with filing deadlines. We guide executors through complex tax obligations to minimize liabilities and ensure smooth estate administration.
People
Joseph A. Simantob
Partner
Joseph leads tax strategy and audit resolution with over 20 years of experience. He specializes in correcting past tax errors and optimizing client financial outcomes through strategic planning.
David Ischayek
Partner
David focuses on business tax compliance and entity structuring. He advises entrepreneurs on tax-efficient operations and represents clients during complex audits.
Hiroko Arai
Tax Manager
Hiroko manages tax planning and compliance for high-net-worth individuals. Her expertise includes estate tax strategies and cross-border financial reporting.
Shelly Nahass
Tax Manager
Shelly oversees corporate tax services and audit representation. She ensures businesses maintain compliance while minimizing liabilities through proactive planning.
Suzette Hernandez
Tax Supervisor
Suzette specializes in individual tax compliance and financial record analysis. She provides personalized guidance to ensure clients meet reporting requirements accurately.
Questions
What tax services do you offer?
We prepare individual, business, estate, and trust tax returns, provide tax planning, compliance, and audit representation services.
How do you handle IRS audits?
Our team represents clients during audits, ensuring accurate documentation, resolving discrepancies, and negotiating settlements to minimize penalties.
Can you help with past tax errors?
Yes, we review prior returns, identify errors, and amend filings to recover overpaid taxes before statute deadlines expire.
Do you serve businesses or individuals?
We serve both entrepreneurs and individuals, offering tailored tax and accounting solutions for diverse financial needs.
How do I securely send documents?
Use our SafeSend portal to upload sensitive documents securely, with file encryption and access controls for confidentiality.
