Candice Gerlach, a Carlsbad CPA and the founder and CEO of Candice Gerlach, CPA, Inc. in Carlsbad, California, has announced they are offering accounting, bookkeeping support, and tax prep services. They would like to point out that they are devoted to their customers and do their very best to understand their customers’ needs. They make use of a proactive approach to tax planning and remain in touch with the client throughout the year. They’re well informed on emerging issues and be sure that they are up-to-date regarding tax laws to make sure they are always prepared for the roughest conditions.
Candice Gerlach herself says,”We developed plans for both business and individual customers. And we work hard and long hours when they need us – even after tax year. So let’s tackle your most pressing financial issues, and make certain to know what your financials are telling you about the health of your company.”
Candice Gerlach, CPA, CFE, has nearly 20 decades of experience in public accounting. She has obtained certification as Certified Fraud Examiner and Certified Public Accountant in Carlsbad, California.
During her career, she’s focused on financial statement prep, white collar crime, and audits and tax compliance. She had served has the direct forensic accountant is many huge national financial crimes, such as a Ponzi scheme worth $100 million. She’s also been engaged in recovering funds for its Federal Receiver to come back to victims, tracing laundered cash in a variety of areas of the world, and offering supporting documentation for several lawyers and law enforcement agencies.
At the current time, she’s focused on taxation compliance problems in a broad range of areas, including individuals, partnerships, estates and trust, such as closely held C and S corporations. She has a wide array of clients, ranging from young entrepreneurs to high net-worth individuals. She’s also been employed in the diamond industry, in which she became a Certified Diamontologist throughout the Diamond Council of America.
The CPA firm can help customers with different accounting and financial activities. These include income tax preparation, estate planning, investment strategies, charitable giving, retirement planning, cash flow preparation, risk management, education funding, and elder preparation.
They could help with tax reduction plans that optimize the client’s retirement plan gifts, making charitable contributions, and tax-loss harvesting in portfolios. In estate planning, it may help to look at some flowchart of the customer’s current estate plan to imagine what’s going to happen to every one of the customer’s assets and how the estate tax legislation will affect them. It’s important to make certain that all estate planning documents are current, not just the will, but also the healthcare records, power of attorney, and any hope arrangements. It is also make certain the beneficiary designations are up to date if there has been a significant life event, such as marriage, divorce, or death of partner.
The CPA firm can also assist with the customer’s investment plans, especially when there is increased market volatility. Normal portfolio rebalancing will allow customers the maintain the correct amount of risk in their portfolio. And for people who are retired and living off their portfolio, they will need to keep a specific amount of cash reserve to pay for their living costs for a definite length of time so that they will not be forced to sell stocks at a downward market.
They can also help clients attain tax efficiency when making charitable gifts. For instance, folks can donate appreciated stock to have the ability to avoid paying for capital gains taxes. It may also be a good idea to bunch charitable deductions.
People who are looking for assistance with their tax preparation or accounting jobs might want to take a look at the Candice Gerlach, CPA, Inc. website, or contact them on the phone, or through email.