Services

Steven Alpinieri, CPA, An Accountancy Corporation. adheres to the strict quality control measures and high professional standards of the  American Institute of Certified Public Accountants (AICPA), and the California State Accountancy Board.

We use an approach to performing audits and assurance services that is risk-based and focused on the areas of greatest concern in our clients’ business.  We work with our clients to define those areas, as well as perform a high quality detailed review of their financial operations.

Our attest services include, but are not limited to:

    Financial statement audits
    Employee benefit plan audits
    Financial reviews
    Compiled financial statements

At Steven Alpinieri, CPA, an Accountancy Corporation, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow to assist you and your business grow.

We offer 3 primary areas of tax services:

Tax Planning

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

                                                           We recommend Tax Strategies that help you…

  Tax Preparation

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

Tax Special Projects

We look at all areas of tax code for savings. We specialize in obtaining various federal and state tax credits which have saved our client’s thousands of dollars.

This includes (among others):

Federal Enterprise / Renewal Community Tax Credits

State of California Enterprise Zone Tax Credits

State of California New Jobs Tax Credit

New federal medical tax credits.

  • grow and preserve assets by keeping the government out of your pockets.
  • defer income so you can keep your money now and pay less taxes later.
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your estate so your family keeps more of what you’ve made.
  • reduce taxes on your gifts so you can give more.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in sooner.

  • Here are some of the Tax Saving Strategies we use…

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
  • Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
  • Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.