Business Details
28 Years
experience
Your Trusted Partner for Accounting Solutions in Newark, CA
Paul Lyon, CPA has provided quality, personalized financial guidance to individuals and businesses for over twenty-five years. Our expertise spans tax management, accounting services, financial statements, and strategic planning. We prioritize open communication to understand client needs, thorough research, and sound analysis to maintain financial viability. Our mission focuses on proactive financial strategies to achieve future goals while upholding professionalism, responsiveness, and quality.With offices in Alameda and Newark, California, we combine deep industry knowledge with a commitment to client success, ensuring compliance with evolving tax laws and delivering tailored solutions for both personal and business financial needs.
Services
Small Business Accounting
Bookkeeping Services
Part-Time CFO Services
Tax Preparation
Tax Planning
Cryptocurrency Accounting
Tax Relief
IRS Audit Representation
Estate Tax Services
Payroll Tax Solutions
Details
- Year established: 1998
Highlights and features
- We have over 25 years of experience in personalized accounting services.
- Our team provides strategic tax planning and compliance expertise.
- We offer tailored financial solutions for small businesses and individuals.
- Our part-time CFO services deliver executive-level financial guidance affordably.
- We prioritize proactive communication and client education for long-term success.
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses, including financial statement preparation, cash flow analysis, and strategic tax planning. Our services help business owners maintain accurate records, improve profitability, and make informed financial decisions. With customized reporting and proactive guidance, we ensure your business remains compliant while optimizing financial performance.
Bookkeeping Services
Our bookkeeping services include accounts payable/receivable management, bank reconciliations, payroll processing, and inventory tracking. We implement efficient systems for accurate financial reporting and streamlined operations. By maintaining organized records, we help businesses monitor cash flow, prepare for tax season, and ensure compliance with financial regulations while reducing administrative burdens.
Tax Preparation
We offer complete tax preparation for individuals and businesses, including federal, state, and local filings. Our team ensures compliance with current tax laws while maximizing deductions and credits. We handle complex scenarios like cryptocurrency reporting, trust returns, and business entity structuring to optimize tax outcomes for clients.
Tax Relief
Our tax relief services resolve IRS issues including audits, wage garnishments, and payment plans. We negotiate offers in compromise, establish installment agreements, and address back taxes owed. With discreet, efficient processes, we help clients achieve financial stability while resolving tax liabilities through proven strategies.
Part-Time CFO Services
We provide part-time CFO services offering strategic financial leadership for business growth. This includes financial forecasting, cash flow optimization, and tax compliance management. Our clients receive expert guidance on financial decisions, risk management, and long-term planning without the cost of a full-time executive.
People
Paul Lyon
CPA
Paul Lyon is a certified public accountant with over 25 years of experience providing personalized financial guidance to individuals and businesses. He specializes in tax strategy, accounting services, and financial planning while maintaining a commitment to client education and proactive financial management.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, bookkeeping, financial statements, payroll processing, and strategic tax planning tailored to business needs.
Do you handle both individual and business tax preparation?
Yes, we offer comprehensive tax preparation services for individuals, businesses, trusts, and estates with strategic planning to minimize liabilities.
Can you help with IRS tax problems?
We specialize in IRS audit representation, tax relief solutions, payment plans, and resolving back taxes owed through discreet, efficient processes.
What is part-time CFO service?
Our part-time CFO service provides executive financial guidance, cash flow management, and strategic planning at a fraction of full-time costs.
Do you offer cryptocurrency accounting services?
Yes, we handle complex cryptocurrency reporting, tax compliance, and transaction analysis to ensure proper IRS documentation and strategy.
