Candice Gerlach, a Carlsbad CPA and the creator and CEO of Candice Gerlach, CPA, Inc. in Carlsbad, California, has announced that they are offering accounting, accounting support, and tax preparation services. They want to point out that they are devoted to their clients and do their best to understand their customers’ needs. They use a proactive approach to tax planning and remain in touch with the customer throughout the year. They’re well informed on emerging problems and be sure that they are up-to-date regarding tax legislation to make sure that they are always prepared for the toughest conditions.
Candice Gerlach herself says,”We developed plans for both individual and business customers. And we work hard and long hours when they need us – even after tax year. So let us handle your most pressing fiscal problems, and make sure you know what your financials are telling you about the health of your business.”
Candice Gerlach, CPA, CFE, has almost 20 years of experience in public accounting. She has certification as Certified Fraud Examiner and Certified Public Accountant in Carlsbad, California. She has a Master of Business Administration (MBA) degree and a BS in Accountancy level.
Throughout her career, she has concentrated on financial statement prep, white collar crime, and audits and tax compliance. She’d served gets the direct forensic accountant is many huge national financial crimes, including a Ponzi scheme worth $100 million. She’s also been involved in recovering funds for its Federal Receiver to return to victims, tracing laundered money in a variety of parts of the world, and supplying supporting documentation for many attorneys and law enforcement agencies.
In the present time, she is focused on taxation compliance problems in a wide range of areas, such as individuals, partnerships, estates and trust, such as closely held C and S corporations. She has a wide array of clients, ranging from young entrepreneurs to high net-worth individuals. She has also been employed in the diamond industry in which she became a Certified Diamontologist throughout the Diamond Council of America.
The CPA firm can help customers with different accounting and financial tasks. These include income tax preparation, estate planning, investment plans, charitable giving, retirement planning, cash flow planning, risk management, education funding, and elder preparation.
They could help with tax reduction plans that optimize the customer’s retirement plan gifts, making charitable gifts, and tax-loss harvesting in portfolios. In estate planning, it may help to take a look at a flowchart of the customer’s present estate plan to visualize what will happen to each of the client’s assets and the way the estate tax legislation will affect them. It is crucial to ensure that all estate planning documents are up to date, not the will, but also the health care documents, power of attorney, and any trust arrangements. It is also to make certain the beneficiary designations are up to date if there was a substantial life event, such as marriage, divorce, or death of partner.
The CPA firm can also help with the customer’s investment plans, particularly when there is increased market volatility. Regular portfolio rebalancing enables clients the maintain the correct quantity of risk in their portfolio. And for those who are retired and living off their portfolio, then they will need to keep a certain amount of cash reserve to cover their living expenses for a definite period of time so they will not be forced to sell stocks at a down market.
They can also help customers attain tax efficiency when making charitable gifts. For example, people can donate appreciated stock to have the ability to avoid paying for capital gains taxes. It may also be a fantastic idea to bunch charitable deductions.
People who are looking for help with their tax preparation or accounting tasks may want to check out the Candice Gerlach, CPA, Inc. site, or get them on the telephone, or via email.