Business Details
10 Years
experience
Trusted Accounting & Financial Services in Mission Viejo
OCB Accountants is a trusted financial partner dedicated to cultivating long-term success for businesses through exceptional accounting services. With a combined 70 years of experience, our team delivers precise financial statements and tailored solutions that enable clients to focus on growth with peace of mind. We specialize in bookkeeping, payroll management, tax preparation, and financial consulting for manufacturers, wholesalers, and IT firms. Our expertise in accrual accounting and industry-specific practices ensures accurate financial reporting that supports strategic decision-making.We differentiate ourselves through personalized service, QuickBooks ProAdvisor certification, and a proven five-step collaborative approach that has successfully transformed financial operations for numerous businesses. Our commitment to transparency and continuous improvement makes us a reliable partner for achieving financial clarity and long-term prosperity.
Services
Bookkeeping
Sales Tax
Payroll Accounting
Financial Statements
Tax Preparation
QuickBooks Support
Financial Consulting
Details
- Year established: 2016
Highlights and features
- We have 70+ combined years of accounting experience
- We provide industry-specific financial solutions for manufacturers and IT firms
- Our team includes QuickBooks Certified ProAdvisors
- We offer personalized service with unlimited expert support
- We implement proven 5-step collaborative financial improvement approach
Associations and certifications
- QuickBooks Certified ProAdvisor
- California Society of Certified Public Accountants (CalCPA)
What people say
Timely and accurate service
Highly organized and knowledgeable
Game-changing financial partner
Excellent bookkeeping and accounting expertise
Highly recommend services
Services
Bookkeeping
Our comprehensive bookkeeping services ensure accurate financial record-keeping for businesses of all sizes. We handle daily transaction recording, account reconciliation, and financial reporting while maintaining compliance with industry standards. Our team specializes in accrual accounting practices and QuickBooks integration, providing manufacturers and wholesalers with precise financial tracking that supports strategic decision-making and optimizes cash flow management.
Payroll Accounting
We deliver complete payroll solutions that simplify employee compensation management and tax compliance. Our services include payroll processing, tax withholding calculations, and regulatory reporting. By integrating payroll with accounting systems, we ensure accurate financial statements while helping businesses maintain compliance with federal, state, and local employment regulations through our expert tax management approach.
Sales Tax
Our sales tax expertise helps businesses navigate complex multi-jurisdictional requirements across various states and municipalities. We provide comprehensive tax filing solutions, including preparation of Form 1099 reports, sales tax return submissions, and nexus determination. Our team stays current with tax code changes to ensure compliance while identifying legitimate opportunities for tax optimization across different business models.
Financial Statements
We prepare detailed financial statements that provide clear insights into business performance. Our services include balance sheets, income statements, and cash flow analyses that meet both GAAP standards and practical business needs. Through consolidated and interim reporting, we help businesses understand their financial position while supporting strategic planning and informed decision-making processes.
Tax Preparation
Our tax preparation services cover all business structures including S corporations, partnerships, and C corporations. We handle Form 1120-S, Form 1065, and Schedule C filings with timely submission and proper documentation. Our year-round tax advisory ensures businesses maintain compliance while optimizing deductions and credits through our proactive tax planning approach.
People
Neda Rastegari
Founder
Certified QuickBooks ProAdvisor with over 20 years of accounting experience, specializing in financial statement preparation, process improvement, and small business financial management for manufacturers and IT firms.
Questions
What accounting services do you offer?
We provide comprehensive accounting services including bookkeeping, payroll processing, sales tax filing, financial statement preparation, and tax planning for manufacturers, wholesalers, and IT firms.
Do you work with small businesses?
Yes, we specialize in supporting small to medium-sized businesses with tailored financial solutions, including stress-free tax season preparation and year-round financial management.
Are you QuickBooks certified?
Yes, we are QuickBooks Certified ProAdvisors with extensive experience in financial statement preparation, bookkeeping, and system integration for optimal business financial management.
How do you handle multi-state tax requirements?
Our team specializes in multi-jurisdictional tax compliance with expertise in sales tax regulations across various states, ensuring accurate filings and proper tax optimization strategies.
Can you help with financial reporting?
We provide comprehensive financial reporting including balance sheets, income statements, cash flow analysis, and interim financial reports with clear insights for business decision-making.
What industries do you serve?
We specialize in serving manufacturers, wholesalers, IT support firms, and furniture dealers with industry-specific financial solutions tailored to their unique accounting requirements.
