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Tax

We’re a CPA firm: your taxes are our bread-and-butter! We’re here to make sure you’re maximizing the full tax benefits offered at the federal, state, and local level.

Tax Planning & Preparation in Claremont, CA

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can rely on our experience and tax expertise to assist you in minimizing your tax liability.

We provide comprehensive income tax planning and compliance services for individuals, corportations, partnership, LLCs, trust and estates.

  • Income Tax
  • Estate & Trust
  • Multi-State Filings
  • US Persons living Abroad (Expats)
  • Foreign Account Compliance (FATCA)
  • Property Tax
  • Sales & Use
  • Tax Credits & Incentives

Audit and Defense Representation

Our experienced tax professionals work with you to respond to any IRS, state and local letters and notices. In the event of an audit we will handle the entire process from beginning to end and do it in such a way that any interruption to your business or regular life is kept to a minimum.

It also helps that we have former IRS agent on our staff! Contact Claudia Topete today.

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© Claudia Topete, CPA 2021