CPA Carlsbad CA

A Local CPA You Can Count On

A Wide Range of Tax Services for Business and Individual Needs

Candice Gerlach, Certified Public Accountant, CFE

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Candice is the founder and CEO of Candice Gerlach, CPA, Inc. She is a Certified Public Accountant and Certified Fraud Examiner in Carlsbad, California. She holds a Master of Business Administration degree, and a Bachelor of Science degree in Accountancy. She is an active member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.

Candice has nearly 20 years of experience in public accounting. Throughout her career her focus has been in a variety of areas such as, white collar crime, financial statement preparation, audits and tax compliance. She was the lead forensic accountant of many large national financial crimes, including a $100 million Ponzi scheme. Her work included tracing laundered money around the world, recovering assets for the Federal Receiver to return to victims, and providing supporting documentation for various law enforcement agencies and attorneys.

financial

Why a Use Certified Public Accountant Services?

There are all sorts of reasons to hire a Certified Public Accountant. After all, the majority of people tend to despise tax season. We've heard all sorts of horror stories from people trying to sort out their financial mess on their own. When it comes to businesses, whether big or small, things often get even more complicated and stressful. Luckily, Candice Gerlach, CPA is here to help. Why subject yourself to countless hours of stress and confusion, when you could take back your personal life and rest easy knowing your finances will be taken care of the right way.

It doesn't matter if you're just needing help with your own personal taxes, filing tax returns for your whole family, or filing for your business. Conveniently located in beautiful Carlsbad CA 92010, we're here to help regular folks and business owners alike. So, if you're located in the greater San Diego or Carlsbad area, and you've gone years filing yourself using a software program like QuickBooks, you may be wondering what the advantage is of hiring an accounting firm.

First,  even though we've mentioned tax services multiple times, we actually offer a range of other accounting services that may benefit you. For instance, we can help you or your business develop strategies for long term financial goals or assist you in solving your financial issues.  So what might this look like? Well, let's say you're opening a new business. You've already secured funding, and you're ready to get to work on running it. Do you have a financial plan laid out that will cover expenses, make room for hidden expenditures, and keep you going through early struggles? Often times, new businesses don't have a strong foundation, simply due to their nature of how new they are. It can also be difficult to keep track of all of your financial information you'll want to have later on when you're #1 priority is just staying afloat and bringing in clients or customers. By working with a financial professional, you can make sure you're starting out on the right foot. Even if your business is already off the ground, but you're worried about potential money troubles, we can work with you

candice taxes

This seems to be one of the most common reasons that people hold off and working with a CPA. There seems to be a belief that by hiring an accountant, the money you save will just disappear in the costs to pay them for their services. However, that’s simply not true. While we obviously do charge for our services, more often than not, we are able to save you more money than you’re spending. That’s because we’re the pros. We can find those deductions and make sure you’re not overpaying your taxes. That means you’ll not only be saving time and avoiding stress, but there’s a good chance you’ll see an increase in your tax refund than if you had filed yourself. So don’t wait, book your consultation today. Even though we've mentioned tax services multiple times, we actually offer a range of other accounting services that may benefit you. For instance, we can help you or your business develop strategies for long term financial goals or assist you in solving your financial issues.  So what might this look like? Well, let's say you're opening a new business. You've already secured funding, and you're ready to get to work on running it. Do you have a financial plan laid out that will cover expenses, make room for hidden expenditures, and keep you going through early struggles? Often times, new businesses don't have a strong foundation, simply due to their nature of how new they are. It can also be difficult to keep track of all of your financial information you'll want to have later on when you're #1 priority is just staying afloat and bringing in clients or customers. By working with a financial professional, you can make sure you're starting out on the right foot. Even if your business is already off the ground, but you're worried about potential money troubles, we can work with you.

Second, we can take care of your accounting and bookkeeping. Say sayonara to the back office because we've got it covered. Instead of subjecting one of the individuals you employ to handling all the finances, you can hire a CPA who has nearly 20 years of experience and expert knowledge. Instead of getting bogged down with questions and feeling constantly unsure about whether or not you're doing things right, you'll have a resource that works for you. That's the beauty of CPAs. They let you focus on running your business the right way, and they take care of the accounting and the tax needs.

Speaking of taxes, the third, and most popular reason to hire an accountant is, of course, to simplify the tax return process. We take a proactive approach to this process and will stay in contact with you throughout the year. This keeps things from feeling overwhelming or stressful, by keeping records up to date. You'll also save time by handling things as they come, rather than waiting until the last minute and frantically looking for that document you need. It's about making your life easier so you can focus on the things that matter most. All the while, we'll make sure you know exactly what's going on. We believe in being completely transparent. At Candice Gerlach, CPA that's what professionalism means to us.

So if you're reading to get ahead of your finances and start planning for the future you want, then pick up the phone and give us a call at (760) 444-1140.

Tax preparation

We’re dedicated to our clients and dig deep to understand our client's needs. We believe in a proactive approach to tax planning and tax preparation and stay in contact throughout the year. We enjoy learning about emerging issues, which keeps us current on tax law so we’re always ready for the toughest situations.  From the simplest of tax returns to complicated corporate returns, we have experience preparing all levels of returns and working with all levels of tax experience.  If you are looking for a tax professional that will spend time with you and your return and address the questions that you have regarding tax law and tax preparation look no further than our firm.  We have built a tax preparation business on taking care of our clients and will be happy to walk you through the sometimes complicated world of tax preparation.

Accountant

As your dedicated accountant, we can replace your back office with accounting, bookkeeping support, and tax preparation. We have experience working with businesses of all shapes and sizes and will work with you to ensure that you can be as hands-off or hands-on as you want with your business accounting.  Keeping your bookkeeping clean can be a daunting task, especially for larger businesses and our expertise in tax preparation and accounting will make your life much more predictable come tax season, knowing that every item in your books has been accounted for and recorded properly.

Accounting Firm

As an accounting firm, we specialize in other financial tasks, such as tax, management consulting, mergers and acquisitions. It is all dependent on your specific accounting needs.  We help clients with a wide range of accounting services, including tax preparation, bookkeeping support, and general accountancy.  If you are in need of an accounting firm that will spend the time with you to truly understand your needs look no further than Candice Gerlach, CPA.  We have the accounting experience you need and the bandwidth to ensure that you can get all of your questions and concerns addressed.

Tax Preparation Service

As part of our tax preparation service, we are qualified to calculate, file and sign income tax returns on behalf of individuals and businesses. We find the strategy that will best suit our client's situation.  Whether you are an individual and filing as a sole proprietorship, an LLC, or a corporation, we have experience in all areas of tax preparation and will be happy to speak with you about your tax needs no matter the size of your business.  Tax law is is an ever-changing landscape and we are here to support all of our clients in making sure that they stay both compliant with the most up to date tax legislation, all while doing everything we can to reduce their tax liability.

Certified Public Accountant

Candice is the founder and CEO of Candice Gerlach, CPA, Inc. She is a Certified Public Accountant and Certified Fraud Examiner in Carlsbad, California. She holds a Master of Business Administration degree, and a Bachelor of Science degree in Accountancy. She is an active member of the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.

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