Business Details
37 Years
experience
Expert Accounting Services in Mission Viejo, CA
Robert J Coscia, CPA & Co. has been delivering comprehensive accounting solutions since 1989, combining decades of hands-on experience with a client-first philosophy. Our practice was founded on the principle that businesses and individuals deserve personalized financial guidance tailored to their unique circumstances. Over 30 years, we've built expertise in tax planning, audit services, and financial advisory, with particular specialization in audits for homeowner associations and nonprofit organizations. Our approach emphasizes proactive communication, offering year-round support without charging for client consultations. We maintain deep familiarity with real estate finance through our founder's background at Coldwell Banker and national CPA firms.Clients benefit from our commitment to staying current with evolving tax legislation while maintaining strict confidentiality and ethical standards. Our secure digital tools streamline document exchange and tax preparation, eliminating the need for in-person meetings. We differentiate ourselves by refusing to outsource client work, ensuring every engagement receives direct, expert attention. Our track record includes representing clients before taxing agencies and developing customized solutions for complex financial situations. This combination of technical proficiency, industry specialization, and service orientation has sustained long-term relationships with individuals and small businesses across Southern California.
Services
Tax Preparation
Audit Services
Financial Advisory
Tax Planning
Client Representation
Agreed-Upon Procedures
Details
- Year established: 1989
Highlights and features
- We offer 30+ years of specialized experience in tax and audit services
- Our team provides free client consultations without time charges
- We specialize in audits for homeowner associations and nonprofit organizations
- All work completed directly by our CPA team without outsourcing
- Our founder maintains deep real estate industry expertise through prior executive roles
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofit organizations. Our process combines 30+ years of experience with secure digital tools for efficient document exchange and electronic filing. Clients receive year-round tax planning support through newsletters tracking legislative changes affecting their financial situation.
Audit Services
Specializing in audits for homeowner associations and nonprofit organizations, we provide comprehensive financial examinations with detailed reporting. Our services include full audits, reviews, and compilation engagements that meet regulatory requirements while delivering actionable business insights to support strategic decision-making.
Agreed-Upon Procedures
We conduct tailored assurance engagements where we perform specific procedures agreed upon with clients. Common applications include due diligence for business purchases, asset confirmations, regulatory compliance checks, and financing verifications. Our reports provide detailed findings without expressing formal opinions, offering cost-effective validation solutions.
Tax Planning
Our proactive tax planning helps clients understand how financial decisions impact current and future tax liabilities. We provide ongoing guidance through periodic newsletters and direct consultations, helping individuals and businesses optimize their tax positions while maintaining compliance with evolving regulations.
Client Representation
We represent clients in interactions with taxing agencies, including audit responses and liability settlements. Our expertise covers negotiating offers in compromise and providing consultation on tax dispute resolution, leveraging decades of experience working with federal and state tax authorities.
People
Robert J Coscia, CPA
CPA
Robert J Coscia, CPA founded his accounting practice in 1989 after gaining experience at a national CPA firm and Coldwell Banker. He specializes in audits for homeowner associations and nonprofits, combining 30+ years of practice with a client-focused approach to tax and financial services.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, audit services for nonprofit organizations and homeowner associations, agreed-upon procedures engagements, and year-round tax planning for individuals and small businesses.
Do you handle both individual and business tax returns?
Yes, we prepare tax returns for individuals, corporations, partnerships, trusts, estates, and nonprofit organizations with customized solutions for each client's specific needs.
How do you handle client communications?
We provide free consultations and unlimited client support without charging for phone calls, maintaining direct communication with clients throughout the year rather than just during tax season.
What areas do you serve?
While based in Mission Viejo, CA, we serve clients throughout Southern California with digital document exchange capabilities eliminating the need for in-person meetings.
Do you outsource any accounting work?
No, we maintain complete control over all client work and never outsource tax preparation or audit services to third parties.
How do you stay current with tax laws?
We provide regular client newsletters tracking tax legislation changes and maintain continuous education in evolving accounting standards through professional development programs.
