Business Details
Expert Accounting & Tax Services in Long Beach
At Sawin & Kotani, we specialize in navigating the complexities of tax laws and accounting regulations to help individuals and businesses minimize financial liabilities. Our team of Certified Public Accountants brings decades of combined experience, offering expertise in tax preparation, estate planning, and strategic financial consulting. We prioritize personalized service, tailoring solutions to each client's unique needs while maintaining a deep understanding of Southern California's specific accounting challenges.Our commitment to staying current with evolving tax codes ensures accurate filings and maximum savings for our clients. With a focus on long-term financial planning, we guide clients through retirement strategies, business transactions, and wealth preservation techniques that extend beyond annual tax compliance.
Services
Tax Preparation
Estate Planning
Bookkeeping
Corporate Tax Services
Financial Consulting
Audit Support
Loan Negotiation
Retirement Planning
Highlights and features
- Our team consists of Certified Public Accountants with decades of combined experience.
- We provide personalized service tailored to each client's unique financial situation.
- Specialized expertise in Southern California tax regulations and local business needs.
- Offer comprehensive financial planning beyond basic tax preparation services.
- Proactive year-round tax planning to maximize savings opportunities.
Associations and certifications
- Certified Public Accountants (CPAs)
What people say
Easiest tax filing experience
Consistently beat tax expectations
Most knowledgeable tax professional
Invaluable retirement advice
Expertise in complex financial situations
Services
Tax Preparation
Our expert CPAs prepare accurate individual and business tax returns while identifying all eligible deductions and credits. We handle complex tax situations and ensure compliance with evolving regulations. Clients benefit from our proactive approach to minimizing tax liabilities through strategic planning.
Estate Planning
We develop comprehensive estate plans using trusts, wills, and tax strategies to preserve wealth for heirs. Our approach considers each client's unique assets and family situation. We help implement plans that minimize estate taxes and ensure smooth asset transfer.
Bookkeeping
We maintain accurate accounting records for businesses of all sizes, ensuring proper categorization and compliance. Our services include financial statement preparation and GAAP compliance support. Business owners gain confidence knowing their records are managed by licensed professionals.
Corporate Tax Services
We handle complex corporate tax requirements including multi-jurisdictional filings and compliance strategies. Our services cover income tax planning, payroll tax management, and sales/use tax compliance. Businesses benefit from our expertise in minimizing tax burdens while maintaining regulatory compliance.
Financial Consulting
We provide personalized financial advice covering retirement planning, investment strategies, and major life transitions. Our consulting services integrate tax considerations with long-term financial goals. Clients receive tailored guidance to build and preserve wealth effectively.
People
Craig Kotani
CPA Partner
With over 35 years in accounting, Craig specializes in tax strategy and business consulting. He graduated from USC in 1986 and has focused on Southern California clients since joining Sawin & Kotani. His expertise includes real estate consulting and small business accounting.
Questions
What tax services do you offer?
We provide comprehensive tax preparation for individuals and businesses, including complex returns, tax liability reduction strategies, and year-round tax planning to maximize savings opportunities.
Do you handle estate and trust planning?
Yes, we specialize in estate planning strategies including credit shelter trusts, grantor-retained annuity trusts, and gift tax exclusions to preserve wealth for future generations.
What accounting services are available?
We offer bookkeeping, financial statement preparation, audit support, and GAAP compliance services for businesses of all sizes, managed by licensed CPAs.
Can you help with business financial planning?
Our services include corporate tax planning, loan negotiation assistance, buy/sell agreement guidance, and strategic financial consulting for business owners.
Are you available for consultations?
We offer personalized consultations to review your financial situation and develop customized strategies for tax savings and long-term financial success.
