Our Services

Vince Bozanic-CPA & Associates provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific future needs and achieving their goals in an ever-changing financial and regulatory environment. We are located in Long Beach, California although our individual and business clients are diversely located in multiple states including California, Nevada, Oregon and Arizona. We would like to be your tax, accounting, and CPA choice. We offer a Free Consultation and you can request an appointment by phone or email.

Our professional services include:

  • Tax Management Services
  • Accounting Services
  • QuickBooks Packages and Services
  • IRS Representation
  • Financial Projections and Forecasts
  • Accounting Services
  • Estate and Trust Planning and Tax Preparation
  • Incorporation
  • Cash Flow and Budgeting Analysis
  • Litigation Support

Tax Management Services

Vince Bozanic-CPA & Associates, 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 and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Business Tax Preparation

We offer expert guidance in order to diminish or postpone paying taxes. We provide traditional compliance services for a variety of individuals and businesses.

Audit Representation

Don’t ignore the IRS! We can expertly manage your audit, and are authorized to correspond, amend, and defend you.

Personal Tax Preparation

Remove the frustration and guesswork out of an automated tax system or an underqualified tax professional. Know, with total confidence, that the numbers being entered by VB CPA, are correct and precise.

Tax Planning

We will analyze your unique financial situation and create a strategic, tax-specific plan for the year, to maximize your return and ensure overall tax efficiency

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Vince Bozanic-CPA & Associates’ accounting services steer you closer to these goals with accurate record keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Financial statement preparation
  • Corporate tax planning and return preparation
  • Bookkeeping(Monthly, quarterly, and/or annual)

    Accurately maintaining your records is a critical first step, it adequately prepares us for the more advanced levels of financial planning and evaluation.

    Financial Statement Preparation

    Financial Statement Preparation- VB CPA & Associates accurately provides useful information about your business to necessary external users and yourself, through comprehensive balance sheets, statements of retained earnings, and income statements.

    Compilations

    We will collate and unify your financial statements, and convert the data rendered, into readily accessible and constructive information.

    Management Reporting

    VB CPA & Associates provides a clear picture to executive team members about the financial health of your business.

    Account Reconciliation

    By comparing transactions and cross-referencing, we can help you discover items like errors in transactions, duplicate charges, or fraudulent activity.

    Financial Records Clean-up

    This is one of the most necessary steps a business can take and is almost an industry of its own. VB CPA & Associates makes an analysis of your cost accounting system, to assure your company’s course.

    Quickbooks Implementation

    Bookkeeping for a small business can get out of control quickly, and it is often easier to start your QuickBooks process overdoing it correctly from the beginning.
    If you originally designed your accounting system to two have three heads, it will have three heads until someone slays the dragon, and that can be expensive – do it right the first time.” – Vincent Bozanic

Consulting Services

Cash Flow Budgeting and Forecasting Analysis

The most common question CPA’s hear is, “where is the money going.” Cash flow statements allow you to see where, when, and how, your money moves. We act as the detective by taking the mystery out of this common question.

Benchmarking

Having a means by which to measure your business’ success and make accurate financial projections for the future is essential for growth and goal setting.

Budgeting

This service prepares you for future growth opportunities by ensuring that your company has capital on hand when it’s needed.

System Analysis and Process Analysis

Basic accounting only tells the story of what’s happening based on initially inputted data, and if the original processes and input were incorrect, then the data reflected will also be incorrect. We can help identify and eliminate erroneous beliefs about current, personal or business, standings. Don’t make decisions based on inaccurate data.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. VB-CPA & Associates’ role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one’s estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

QuickBooks Packages and Services

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Incorporation

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. VB CPA & Associates can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. VB CPA & Associates combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.