Business Details
14 Years
experience
Expert Accounting & Tax Services in Claremont
Claudia Topete, CPA, CPA brings over two decades of expertise in federal, state, local, and international tax matters to small business owners and C-suite executives. With a career spanning public accounting, corporate industry roles at Zappos.com and Caesars Entertainment, and government experience as an IRS Agent, we provide comprehensive business and tax consulting services. Our approach combines strategic business planning, tax controversy resolution, accounting method optimization, and corporate reorganization expertise tailored to diverse industries including technology, e-commerce, construction, and entertainment.As a fellow entrepreneur, Claudia prioritizes personalized solutions through detailed financial health assessments, internal control evaluations, and customized tax strategies that align with each client's unique operational needs. Our commitment to precision extends to meticulous record-keeping, payroll management, and QuickBooks implementation that streamlines accounting processes while maintaining full compliance with regulatory requirements.
Services
Accounting
Tax Planning
Tax Preparation
Advisory Services
Retirement Planning
Details
- Year established: 2012
Highlights and features
- We offer 20+ years of combined experience in public accounting, corporate finance, and IRS operations
- Our team provides proactive tax planning strategies customized to your business needs
- We implement efficient accounting systems with QuickBooks setup and training
- Our former IRS agent experience enhances our audit defense capabilities
- We deliver personalized retirement planning solutions with investment strategy guidance
What people say
Knowledgeable
Communicative
Amazing
Thorough
Unbelievably knowledgeable
Services
Accounting
Our accounting services provide comprehensive financial recordkeeping and statement preparation tailored to Claremont businesses. We implement efficient accounting systems, maintain accurate ledgers, and offer QuickBooks setup and training to streamline your financial operations. Our experienced team ensures proper tax classification and compliance while providing real-time financial insights to support business decision-making. From startup bookkeeping to established enterprise financial reporting, we deliver customized solutions that improve operational efficiency and regulatory compliance.
Tax Planning
Our strategic tax planning services help businesses optimize their tax positions throughout the year. We analyze current financial status and historical performance to develop customized tax strategies that minimize liabilities while maintaining compliance. Our expertise includes multi-state tax planning, entity selection, and retirement account optimization. With former IRS agent experience on staff, we ensure our clients benefit from legitimate tax-saving opportunities while avoiding costly compliance issues that could trigger audits.
Tax Preparation
We provide expert tax preparation services for individuals and businesses across all entity types. Our comprehensive approach includes federal, state, and local tax return preparation with specialized expertise in multi-state filings. We handle complex tax situations including expatriate returns, foreign account compliance, and sales tax reporting. Our team stays current with evolving tax regulations to ensure accurate filings that maximize legitimate deductions while minimizing audit risk for both personal and business tax returns.
Advisory Services
Our advisory services focus on strategic business planning and operational optimization for Claremont companies. We conduct detailed financial analyses to identify growth opportunities, improve cash flow management, and enhance profitability. Our consulting includes entity structure selection, succession planning, and internal control implementation. With Claudia's diverse industry experience, we provide actionable insights that help business owners make informed decisions about tax strategies, financial planning, and long-term business development.
Retirement Planning
We offer comprehensive retirement planning services that combine tax strategy with investment management. Our approach includes analyzing current financial status, developing personalized savings strategies, and implementing tax-advantaged retirement accounts. We specialize in 401(k) plans, traditional and Roth IRAs, and business retirement plan options. Our goal is to help clients achieve financial security through strategic asset allocation, risk management, and tax-efficient withdrawal planning that supports their desired retirement lifestyle.
People
Claudia Topete, CPA
Certified Public Accountant
Claudia Topete, CPA brings 20+ years of experience in federal, state, and international tax matters. Former roles include RSM McGladrey, Zappos.com, Caesars Entertainment, and IRS Agent. She specializes in strategic business planning, tax controversy resolution, and entity structure optimization for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial statement preparation, QuickBooks setup and training, payroll processing, and financial reporting tailored to Claremont small businesses.
How can you help with tax planning for my business?
Our tax planning services include entity structure optimization, cash flow analysis, tax credit identification, and year-round strategy development to minimize liabilities while maintaining compliance with evolving regulations.
What should I do if I receive an IRS audit notice?
Contact us immediately. Our team with former IRS agent experience will handle all communication, prepare necessary documentation, and represent you throughout the audit process to achieve the best possible outcome.
Do you offer retirement planning services?
Yes, we provide personalized retirement planning including 401(k) optimization, IRA strategies, and tax-efficient withdrawal planning to help ensure financial security in retirement.
Can you help with business succession planning?
Yes, we offer comprehensive succession planning services including entity structure analysis, estate tax planning, and transition strategy development to ensure smooth business continuity.
Reviews (2)
Leo Trejo
Jul 16, 2020
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This is my Second year getting my taxes done with Claudia. This year was a bit different due to covid we did everything online, and it was great because it works with my busy schedule. The online process was also very fast and i was able to get my tax returns a couple of weeks after. I would really recommend her services as she is very nice and she defiantly know what she is doing.
Raquel Vargas
Jun 23, 2020
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Amazing how this woman is so knowledgeable of her work. If she doesn’t know an answer right away, she will investigate and give you a respond right away.
