Business Details
Your Trusted Partner for Accounting and Tax Services in Stevenson Ranch
Say Andrew CPA has been delivering personalized financial guidance to individuals and businesses in Stevenson Ranch, CA, for years. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. We prioritize open communication to understand client needs through thorough research and analysis. Our mission focuses on maintaining clients' financial viability today while proactively addressing future goals with high standards of excellence. We adhere to three core principles: professionalism, responsiveness, and quality in all client interactions. Our team of certified professionals, including Mary Ann Yao, CPA, provides tailored solutions for tax preparation, bookkeeping, payroll services, and business entity selection.We specialize in navigating complex tax laws to minimize liabilities, maximize cash flow, and ensure compliance. Our QuickBooks specialists help businesses implement and optimize accounting software for efficient financial management. We offer IRS representation, litigation support, and financial forecasting to help clients make informed decisions. With a commitment to continuous education, we stay current on evolving tax regulations to provide accurate, forward-thinking advice.
Services
Tax Preparation
Bookkeeping Services
QuickBooks Support
Payroll Processing
Financial Planning
Highlights and features
- We provide personalized financial guidance tailored to individual and business needs
- Our team maintains expertise in evolving tax laws and accounting regulations
- We offer accurate bookkeeping and financial reporting services for business clarity
- QuickBooks specialists help optimize accounting software efficiency
- Proactive approach to tax planning and financial strategy development
Associations and certifications
- CPA (Certified Public Accountant)
Services
Tax Preparation
Our tax preparation services ensure accurate individual and business filings while implementing strategies to minimize tax liabilities. We stay current with changing regulations to maximize refunds and reduce obligations. Clients receive personalized guidance through complex tax situations and documentation requirements.
Bookkeeping Services
We maintain precise financial records through comprehensive bookkeeping solutions, including ledger management and financial reporting. Our system ensures accurate tracking of income, expenses, and account balances. This foundational service supports informed business decision-making and audit readiness.
QuickBooks Support
Our QuickBooks specialists provide installation, customization, and training for optimal software utilization. We help businesses implement effective accounting systems and resolve technical issues. Ongoing support ensures accurate financial tracking and reporting capabilities.
Payroll Processing
We handle payroll calculations, tax withholdings, and payment distribution while maintaining compliance with labor regulations. Our system streamlines wage management and simplifies year-end tax reporting requirements for employers.
Financial Planning
Our financial planning services focus on cash flow optimization and long-term business growth strategies. We analyze current financial positions to develop actionable plans for achieving specific business objectives and investment goals.
People
Andrew L. Say
CPA
Certified Public Accountant with extensive experience in tax strategy and financial planning for businesses and individuals in Stevenson Ranch.
Mary Ann Yao
CPA
Experienced Certified Public Accountant specializing in accounting services and tax compliance solutions for local businesses and professionals.
Karen Gonzales
Key team member providing accounting and tax preparation services with a focus on client satisfaction and accurate financial reporting.
Connie Senarillos
Support professional contributing to the firm's accounting and client service operations with attention to detail and accuracy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, tax planning, and QuickBooks implementation tailored to small business needs.
How do you help with tax preparation and filing?
Our team handles individual and business tax preparation, including strategy sessions to minimize liabilities and ensure compliance with current tax codes.
Do you offer QuickBooks support for business owners?
Yes, we provide QuickBooks installation, setup, training, and ongoing support to help businesses maximize accounting software effectiveness.
What payroll services are available?
We offer comprehensive payroll processing solutions including tax calculations, payment distribution, and regulatory compliance reporting.
Can you assist with financial planning and projections?
Our financial planning services include cash flow forecasting, investment strategy analysis, and long-term financial goal setting for businesses.
