Candice Gerlach, a Carlsbad CPA and the founder and CEO of Candice Gerlach, CPA, Inc. in Carlsbad, California, has announced that they are offering accounting, bookkeeping aid, and tax preparation services. They want to point out that they are devoted to their clients and do their best to understand their clients’ needs. They use a proactive approach to tax planning and remain in touch with the customer during the year. They are well informed on emerging issues and ensure they are up-to-date regarding tax legislation to ensure they are always prepared for the toughest conditions.
Candice Gerlach herself says,”We developed plans for both business and individual clients. And we work hard and long hours when they want us – even after tax year. So let’s handle your most pressing fiscal problems, and be certain to know what your financials are telling you about the health of your business.”
Candice Gerlach, CPA, CFE, has almost twenty years of experience in public accounting. She has a Master of Business Administration (MBA) degree and a BS in Accountancy level. She is an active member of the Association of Certified Fraud Examiners and the American Institute of Certified Public Accountants.
Throughout her career, she has focused on financial statement preparation, white collar crime, and audits and tax compliance. She had served gets the direct forensic accountant is many enormous national financial crimes, such as a Ponzi scheme worth $100 million. She’s also been engaged in recovering funds for the Federal Receiver to return to sufferers, tracing laundered cash in a variety of parts of the world, and supplying supporting documentation for many lawyers and law enforcement agencies.
At the current time, she’s focused on taxation compliance issues in a wide range of areas, including individuals, partnerships, estates and trust, such as closely held C and S corporations. She has a wide array of clients, which range from young entrepreneurs to high net-worth individuals. She’s also helped with not for profit tax compliance and government. She has also worked in the diamond industry in which she became a Certified Diamontologist throughout the Diamond Council of America.
The CPA firm can help clients with different accounting and financial tasks. These include income tax preparation, estate planning, investment plans, charitable giving, retirement planning, cash flow preparation, risk management, education financing, and elder preparation.
They could help with tax reduction strategies that maximize the client’s retirement plan gifts, making charitable gifts, and tax loss harvesting in portfolios. In estate planning, it may help to take a look at a flowchart of their customer’s current estate plan to imagine what’s going to happen to each of the client’s assets and how the estate tax law will affect them. It’s crucial to make certain that all estate planning documents are up to date, not just the will, but also the healthcare documents, power of attorney, and any hope agreements. It’s likewise to make sure that the beneficiary designations are up to date when there has been a significant life event, such as marriage, divorce, or death of partner.
The CPA firm may also assist with the client’s investment plans, particularly when there is increased market volatility. Normal portfolio rebalancing will allow customers the maintain the correct quantity of risk in their portfolio. And for people who are retired and living off their portfolio, then they need to keep a certain amount of cash reserve to pay for their living costs for a certain length of time so that they won’t be forced to sell stocks at a downward market.
They are also able to help customers achieve tax efficiency when making charitable gifts. For instance, people can donate appreciated stock to have the ability to avoid paying for capital gains taxes. It might also be a good idea to bunch charitable deductions.
People who want to find help with their tax preparation or accounting jobs might want to check out the Candice Gerlach, CPA, Inc. site, or contact them on the telephone, or through email.