Business Details
Your Trusted CPA Firm for Accounting Solutions in Calabasas
Allan Rosenthal & Associates has built a reputation for delivering comprehensive accounting and financial services tailored to the unique needs of small businesses, individuals, and nonprofit organizations. With decades of combined experience, our team of certified professionals leverages advanced technology to streamline accounting processes while maintaining a personal touch that larger firms often lack. Our expertise spans tax planning, QuickBooks setup and training, financial consulting, and IRS audit representation, ensuring clients receive strategic solutions that enhance profitability and compliance.As a firm deeply rooted in the Calabasas and Los Angeles communities, we prioritize transparency, security, and cost-effectiveness, offering free initial consultations to demonstrate our commitment to client success. Our 14-layer secure client portal and flexible service models reflect our dedication to innovation and trustworthiness in every client interaction.
Services
Tax Planning
QuickBooks Setup
Financial Consulting
IRS Audit Representation
Bookkeeping Services
Highlights and features
- We offer competitive rates significantly lower than larger CPA firms
- Our team provides free initial consultations for all accounting services
- We utilize technology to reduce accounting costs while improving accuracy
- Our staff includes certified CPAs with specialized QuickBooks expertise
- We guarantee 14-layer data security through our client portal
Associations and certifications
- American Institute of Certified Public Accountants
- California Society of CPAs
Services
QuickBooks Setup
Our certified professionals configure QuickBooks to match your business needs, ensuring accurate financial tracking from day one. We handle chart of accounts creation, beginning balance imports, and payroll setup while training your team for optimal software use. This foundational service supports long-term financial management efficiency.
Tax Planning
We develop proactive tax strategies to minimize liabilities through year-round planning and transaction structuring. Our CPAs analyze business operations to identify deductions, credits, and deferral opportunities while ensuring compliance with evolving tax regulations for maximum savings.
Financial Consulting
We provide data-driven insights for business growth through cash flow analysis, budgeting, and profitability assessments. Our consultants help clients make informed decisions about expansions, loans, and operational improvements using customized financial modeling techniques.
IRS Audit Representation
Our team advocates for clients during IRS audits, handling communication and documentation requirements. We prepare responses to notices, negotiate settlements, and ensure proper tax code application to protect clients' interests throughout the audit process.
Bookkeeping Services
We maintain accurate financial records through monthly operating statements, bank reconciliations, and payroll processing. Our services ensure businesses have real-time financial visibility while freeing owners to focus on core operations without full-time accounting staff.
People
Allan Rosenthal
CPA
Allan Rosenthal brings decades of accounting expertise to the firm, specializing in tax strategy and business financial planning. He focuses on delivering personalized solutions that enhance client profitability and long-term success.
Christina Wu
CPA
Christina Wu provides expert accounting and tax services with a focus on small business needs. Her experience includes financial statement preparation, compliance reporting, and strategic tax planning for diverse industries.
Lisa Rosenthal
Accountant
Lisa Rosenthal supports clients with bookkeeping, payroll processing, and QuickBooks implementation. She ensures accurate financial records while providing hands-on training for clients' accounting teams.
Sherri Rosenthal
Accountant
Sherri Rosenthal specializes in tax preparation and compliance services for individuals and businesses. Her work focuses on maximizing deductions while maintaining strict adherence to tax regulations.
Kimi Rosenthal
Accounting Specialist
Kimi Rosenthal provides technical support for accounting software implementations and financial reporting. She assists clients with day-to-day accounting operations and system optimization.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial statements, payroll processing, and QuickBooks setup and support tailored to small business needs.
Do you offer QuickBooks training for new users?
Yes, we provide on-site QuickBooks training customized to your business processes, ensuring your team can effectively manage accounting tasks.
How can you help with tax planning and preparation?
Our CPAs develop year-round tax strategies to minimize liabilities while ensuring compliance. We handle all aspects of federal and state tax filings for businesses and individuals.
What are your fees for accounting services?
We offer competitive pricing with transparent billing. Contact us for a customized quote based on your specific accounting requirements.
How do you ensure client data security?
Our client portal uses 14 layers of security encryption to protect financial information while providing secure document sharing and communication channels.
Do you offer free initial consultations?
Yes, we provide complimentary consultations to assess your accounting needs and recommend tailored solutions before beginning any services.
