Business Details
28 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Corona, CA
Alma's Accounting & Tax Services began as a home-based business and has steadily grown over the past 25 years. Our success is rooted in the trust and confidence of our clients, who have consistently referred us through word of mouth. We prioritize building long-term relationships while leveraging extensive expertise in accounting and tax regulations to deliver optimal results. Our commitment to maximizing refunds, combined with free E-Filing services, ensures clients receive timely and efficient support. As a California-based business, we serve clients nationwide, offering personalized service tailored to individual needs.Our team maintains annual compliance with IRS and CTEC standards through 20 hours of continuing education, ensuring up-to-date knowledge of regulatory changes. Bilingual support in English and Spanish enhances accessibility for diverse clients. We pride ourselves on transparency, professionalism, and a client-centric approach that prioritizes satisfaction. With decades of combined experience, we provide reliable solutions for personal and business tax needs. Our dedication to excellence has established us as a trusted partner for tax preparation, financial planning, and related services across multiple states.
Services
Tax Preparation
Payroll & Bookkeeping
Audit Review
Business Consultations
Estate Planning
Notary Services
Life Insurance
Financial Planning
Investment Planning
Details
- Year established: 1998
Highlights and features
- We have 25 years of experience in tax and accounting services.
- Our team maintains annual IRS and CTEC compliance through continuing education.
- We offer free E-Filing for faster tax refund processing.
- Our personalized service ensures tailored solutions for every client.
- Bilingual support available in English and Spanish.
Associations and certifications
- IRS
- CTEC
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, ensuring compliance with federal and state regulations. Our experts maximize refunds through meticulous analysis of deductions and credits. Services include personal tax returns, business tax filings, and multi-state returns for clients nationwide.
Payroll & Bookkeeping
Accurate payroll processing and bookkeeping solutions for small businesses. We manage tax withholdings, wage calculations, and financial record-keeping to maintain compliance. Our services streamline financial operations, reduce errors, and provide clear reporting for informed business decisions.
Audit Review
Specialized audit review services to address IRS or state tax agency inquiries. We prepare documentation, represent clients during audits, and ensure accurate resolution of discrepancies. Our proactive approach minimizes liabilities and clarifies complex tax issues for individuals and businesses.
Estate Planning
Estate planning services including trusts, wills, and probate guidance. We help clients structure assets for efficient transfer to beneficiaries while minimizing tax implications. Our solutions ensure legal compliance and long-term financial security for families and business owners.
Financial Planning
Holistic financial planning for retirement, investments, and wealth management. We analyze current financial status, set achievable goals, and recommend IRA, 401(k), and investment strategies tailored to individual needs. Our guidance supports sustainable financial growth and security.
Questions
What tax services do you offer?
We provide personal and business tax preparation, audit review, multi-state returns, and E-Filing services. Our team ensures compliance while maximizing refunds through detailed analysis of deductions and credits.
Do you offer remote tax filing options?
Yes, our Taxes To Go app allows secure document upload and telephone appointments for remote tax filing. Clients can complete returns digitally from anywhere without visiting our office.
Are your tax preparers certified?
All our tax preparers are registered with the IRS and CTEC, completing 20 annual hours of continuing education to maintain compliance with current tax regulations and best practices.
What areas do you serve?
While based in Corona and Moreno Valley, California, we serve clients nationwide through remote services. Our bilingual support accommodates English and Spanish-speaking clients across the U.S.
How can I schedule an appointment?
Call us at (951)356-5255 to schedule an in-person or telephone appointment. For notary services, contact our office directly to book a time that works for your schedule.
