Jay Patel CPA LLC

We recognizes that accurate timely financial information is essential to every business. As such, we offer our clients the following services:
• General ledger & financials statement preparation
• Bookkeeping – Assist with month-end, quarter-end, and year end close
• Analysis of financial information
• Budgeting & Cash Flow Analysis
• Establish policies and procedures
• Controller/CFO Services

Accounting & Bookkeeping Services

  • General ledger and financial statement preparation.
  • Bookkeeping – monthly, quarterly, or annually.
  • Payroll processing & filing of related returns.

Tax Services

  • Preparation of individual income tax returns including amended returns and extensions.
  • Completion of small business and corporate tax returns.
  • Filing of monthly sales tax & quarterly/annual payroll tax returns.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Payroll Services

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

About us

We are a CPA firm located in the Foothill Ranch, CA. We can help you with your individual, partnership or corporate income taxes, along with payroll tax preparation, tax planning, and IRS Audit representation. We also offer a complete range of accounting services, professional bookkeeping services and corporate services to a wide range of clients including restaurants, retail shops, venture capital firms, service businesses and more. We have developed a reputation for professional excellence through the high quality of tax and accounting services we perform for our clients.

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