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’re devoted to their customers and do their very best to understand their clients’ needs. They use a proactive approach to tax planning and remain in touch with the client during the year. They’re well informed on emerging issues and be sure they are up-to-date regarding tax laws to ensure they are always prepared for the toughest conditions.
Candice Gerlach herself says,”We developed plans for both business and individual clients. And we work hard and long hours when they want us – even after tax season. So let us handle your most pressing fiscal problems, and be sure to understand what your financials are telling you about the health of your company.”
Candice Gerlach, CPA, CFE, has nearly twenty decades of experience in public accounting. She has obtained 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 focused on financial statement prep, white collar crime, and audits and tax compliance. She’d served has the direct forensic accountant is many huge national financial crimes, such as a Ponzi scheme worth $100 million. She has also been engaged with recovering funds for the Federal Receiver to return to sufferers, tracing laundered cash in a variety of parts of the world, and supplying supporting documentation for several lawyers and law enforcement agencies.
At the current time, she’s focused on taxation compliance problems within a wide range of areas, including individuals, partnerships, estates and trust, including closely held C and S corporations. She has a broad range of clients, ranging from young entrepreneurs to high net-worth individuals. She has also been employed in the diamond industry, where she became a Certified Diamontologist throughout the Diamond Council of America.
The CPA firm can help customers with various accounting and financial tasks. These include income tax preparation, estate planning, investment plans, charitable giving, retirement planning, cash flow planning, risk management, education financing, and elder preparation.
They can assist with tax reduction strategies that optimize the client’s retirement plan gifts, making charitable gifts, and tax loss harvesting in portfolios. In estate planning, it may help to look at a flowchart of the customer’s current estate plan to visualize what will happen to every one of the customer’s assets and the way the estate tax law will affect them. It is crucial to make certain that all estate planning documents are current, not just the will, but also the healthcare documents, power of attorney, and some other trust arrangements. It is also make sure that the beneficiary designations are up to date if there was a substantial life event, such as divorce, marriage, or death of spouse.
The CPA firm can also help with the client’s investment strategies, especially when there is increased market volatility. Normal portfolio rebalancing will allow customers the maintain the correct amount of risk within their portfolio. And for people who are retired and living off their portfolio, they need to maintain a certain amount of cash reserve to pay for their living expenses for a certain period of time so they will not be forced to sell equities in a down market.
They are also able to help customers attain tax efficiency when making charitable gifts. For instance, folks can donate appreciated stock to have the ability to avoid paying for capital gains taxes. It might also be a good idea to pack charitable deductions.
Those who want to find help with their tax preparation or accounting tasks might want to take a look at the Candice Gerlach, CPA, Inc. website, or contact them on the telephone, or through email.
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