Paul Alpert, CPA MS

Specialties

I provide tax preparation for individuals and business entities, bookkeeping, financial statements and payroll services. I like to help businesses whose accounting is in bad shape (e.g., incomplete records). I can often short-​cut the write-​up process and save time and money.

I am a sole practitioner without employees. I do all the work myself. I love being independent.

I am a member of the California Society of CPAs and have participated in their education program for many years. This is something which I feel is critical to look for when hiring an accountant. In addition, I have a Masters degree in Taxation. This degree does not go obsolete whenever the tax law changes. It deals with issues which tend not to change such as, how is a partnership/​corporation/​trust taxed.

Every year I invest in quality reference materials so that I can quickly get the correct answer to tax issues.

I specialize in tax-​saving strategies for sole owner businesses-​especially those without full-​time employees. These businesses can take advantage of certain provisions of the tax code, such as retirement plans, which typically have non-​discrimination provisions requiring all full-​time employees to be included.

Also, I do incorporations for $ 500. By incorporating a business, you can improve cash flow, save taxes, and lower your risk of an IRS audit.

History

Established in 1989.

Over the past 20+ years I have worked with a wide variety of business people on tax preparation, tax-​saving strategies, bookkeeping, accounting and miscellaneous matters.

Meet the Business Owner

Paul A.

Business Owner

CPA

Masters degree in Taxation from Golden Gate University

Member of the California Society of CPAs