Tax Services Near Me
When looking for tax services near me, choose a CPA that’s qualified to provide strategic planning. Candice Gerlach CPA is unique amongst other tax services nearby; with her in-depth knowledge of the tax code and background as a Certified Fraud Examiner, she brings proactive, strategic, and sophisticated tax services to you or your business. Candice Gerlach and her team specialize in making the tax code work in your favor. Get started by booking a 30-minute consultation with Candice today.
Comprehensive & Customized Tax Services
Candice Gerlach is a Certified Public Accountant and Certified Fraud Examiner in San Diego County. She works with individuals, estates, trusts, partnerships, and corporations. Candice and her team bring in-depth knowledge of tax law and will help you take advantage of the 74,000+ pages of the tax code. Our San Diego-based team provides tax services, including:
- Strategic tax planning for individuals
- Tax strategy for businesses and business-owners
- Estate and retirement tax planning
- Tax-deduction strategies for independent contractors, business owners, and retirees
- Audit & review compilation
- Tax consulting
- Forensic accounting
- Expert testimony & depositions
Learn more about our services or book a complimentary consultation to plan your tax services for the upcoming season. With more than 20 years of experience in all areas of public accounting, financial statement preparation, audits, and compliance, there’s no one better to provide you with strategic tax services you can trust.
Tax Preparation and Bookkeeping Services - Who We Serve
Carlsbad and Greater San Diego Tax Service for Businesses and Individuals
Whether you need tax services as an individual, business, non-profit, or independent contractor, our customizable offerings can bring you the critical guidance you need to accurately and efficiently complete your taxes. We work with clients across San Diego County and beyond. Our comprehensive and customizable tax service offerings include:
Annual or Quarterly Tax Preparation
Your tax strategy can vary greatly from year to year. From reporting earnings to structuring acquisitions, business tax codes can create a complex landscape of opportunities and challenges. As an individual, you may have gained significant assets or have had changes to your family life that will also influence the nature of your required tax services. As a Certified Public Accountant, Candice Gerlach offers in-depth knowledge on things like PPP Loans, gains attributable to depreciation, and tax deductible IRAs. Ready to learn more? Book a consultation today.
Gift, Estate & Trust Accounting and Taxes for IRS compliance and tax savings
Whether you are acting as an executor, personal representative, or administrator of an estate, tax planning for inheritance is a complex and confusing process. As Certified Public Accountants, our team can draft and execute wills, apply for a federal Taxpayer Identification Number, organize taxes, and cancel contracts. In addition, we can manage probate, determine beneficiaries, work with attorneys, CPS, and enrolled agents. Let us help you coordinate the appropriate tax services you’ll need throughout the gift, estate, and trust planning and execution process.
About Candice Gerlach - Bookkeeping and Tax Services for Business and Individual Needs
Candice Gerlach is an experienced Certified Public Accountant (CPA) based in Carlsbad, California. She is a Certified Fraud Examiner and an active member of the American Institute of Certified Public Accountants. She holds a Master of Business Administration degree, and a Bachelor of Science degree in Accountancy.
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