Business Details
Your Trusted Partner for Accounting Services
Timothy Imbrie CPA MBA CPA MBA is a full-service accounting firm dedicated to providing comprehensive financial solutions for small businesses and individuals. With over two decades of experience, our team combines technical expertise with personalized service to address unique client needs. We specialize in tax preparation, bookkeeping, payroll services, business consulting, and financial planning, ensuring compliance and strategic growth. Our commitment to small business empowerment drives our approach to fostering economic opportunity through tailored financial strategies.Located in Scotts Valley, California, we serve clients across Santa Cruz County and the broader Bay Area, offering accessible expertise that prioritizes client relationships over transactional interactions. Our firm maintains rigorous professional standards while delivering the human-scale attention that only a boutique practice can provide.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Business Consulting
Financial Planning
Tax Planning
IRS Representation
Estate Tax Preparation
Payroll Services
Corporate Tax Filing
Highlights and features
- We offer over 20 years of specialized tax and accounting experience
- Our firm provides personalized service tailored to individual business needs
- We serve small businesses with the attention only a boutique firm can offer
- Our team maintains rigorous compliance with GAAP accounting standards
- We combine technical expertise with deep understanding of local market dynamics
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Excellent accountant
Knowledgeable and helpful
Reliable and prompt
Extensive real estate experience
Highly professional
Services
Tax Preparation
Our professional tax preparation service handles all federal, state, and local tax returns for individuals and businesses. We ensure compliance with current tax laws while maximizing deductions. Our expertise covers complex tax situations including real estate transactions, business entities, and international reporting requirements.
Bookkeeping Services
We provide comprehensive bookkeeping services maintaining accurate financial records through journal entries, bank reconciliations, and accounts management. Our GAAP-compliant systems support informed business decisions and smooth tax season preparation for small businesses.
Payroll Processing
Our customizable payroll solution automates tax calculations and filings while maintaining personal oversight. Services include direct deposit, time tracking, multi-state compliance, and year-end W-2/1099 processing accessible through a secure 24/7 online platform.
Business Consulting
We offer strategic business consulting covering entity selection, financial system setup, and profitability analysis. Our guidance helps small businesses optimize operations, manage costs, and implement effective financial controls tailored to their specific needs.
Tax Planning
Our proactive tax planning identifies year-round strategies to minimize liabilities while maintaining compliance. We monitor legislative changes and implement customized systems to prevent penalties through tailored tax compliance monitoring solutions.
People
Timothy Imbrie CPA MBA
CPA, MBA
Certified Public Accountant with over 20 years of experience serving small businesses. Holds MBA from Rutgers and BA in economics from UC Santa Cruz. Specializes in tax strategy and business financial planning.
Questions
What accounting services do you offer?
We provide full accounting services including receivables/payables management, financial statement preparation, GAAP-compliant reporting, and custom financial analysis for business decision-making.
Do you handle business tax filings?
Yes, we prepare and file all federal, state, and local tax returns for corporations, partnerships, and sole proprietorships while implementing year-round tax planning strategies.
What payroll solutions are available?
Our customizable payroll service includes tax calculations, direct deposit, W-2/1099 processing, time tracking, and electronic filing accessible 24/7 through our secure platform.
Do you assist with retirement planning?
We offer retirement planning analysis that evaluates your current financial situation and develops investment strategies to maintain your desired lifestyle in retirement.
How do you handle IRS representation?
Our firm provides complete representation before the IRS and state tax authorities, including audit defense and negotiation of Offers in Compromise when appropriate.
What areas do you serve?
While based in Scotts Valley, we serve clients throughout Santa Cruz County, the Bay Area, and beyond with both in-person and virtual services.
