Business Details
17 Years
experience
Your Trusted Tax and Bookkeeping Partner in Huntington Beach
Wilshire Financial Service has been serving the business community for over 25 years, specializing in tax and bookkeeping solutions for entrepreneurs and small business owners. Our experienced team of professional tax preparers has consistently saved clients thousands of dollars in tax liabilities through strategic identification of credits, deductions, and tax planning strategies. We streamline accounting processes by implementing automated systems like QuickBooks ProAdvisor services, reducing operational costs while ensuring accuracy and compliance. Our commitment to client success is demonstrated through personalized support, including free business consultations and satisfaction-guaranteed services. We specialize in simplifying financial management for small businesses, offering payroll services, new business formation assistance, and non-profit organization support.Our expertise extends to resolving complex tax problems, including IRS disputes, while maintaining transparent communication and ethical practices. With convenient access to secure 24/7 online accounting tools, we empower clients to maintain real-time financial visibility. Our track record includes critical interventions that have saved businesses from financial distress, reflecting our deep understanding of tax regulations and small business challenges. We combine technical proficiency with practical solutions to help clients achieve long-term financial stability and growth.
Services
Bookkeeping Services
Tax Preparation
Payroll Services
QuickBooks Services
New Business Formation
Details
- Year established: 2009
Highlights and features
- We have over 25 years of experience in small business accounting and tax services
- Our team specializes in identifying tax credits and deductions to reduce liabilities
- We offer certified QuickBooks implementation and training services
- We provide 24/7 secure online access to accounting systems
- Our track record includes resolving critical IRS disputes for businesses
Associations and certifications
- QuickBooks ProAdvisor
What people say
Saved thousands in taxes
Stopped IRS bank seizure
QuickBooks POS system success
Services
Bookkeeping Services
Our bookkeeping services streamline financial management through automated systems and expert record-keeping. Clients receive 24/7 online access to accounting files, secure transaction tracking, and monthly financial reviews. We handle invoice creation, check printing, credit card monitoring, and financial statement generation to ensure complete financial visibility and compliance.
Tax Preparation
We provide comprehensive tax preparation services that identify maximum deductions and credits while ensuring regulatory compliance. Our team handles individual and business tax returns, estate planning documents, and tax calendar management. We specialize in resolving tax problems, including IRS disputes and penalty negotiations, to protect clients' financial interests.
QuickBooks Services
As certified QuickBooks ProAdvisors, we implement and optimize accounting systems for small businesses. Our services include software setup, data migration, customized training, and ongoing support. We help businesses automate financial processes, improve inventory tracking, and generate professional financial reports through integrated point-of-sale solutions.
Payroll Services
Our payroll solutions simplify employee compensation management through automated systems and compliance monitoring. We handle tax withholding calculations, payment processing, and regulatory reporting while ensuring adherence to labor laws. Clients benefit from reduced administrative burdens and accurate, timely payroll execution through our integrated USA PayMaster platform.
New Business Formation
We guide entrepreneurs through business formation with comprehensive setup services and financial planning. Our support includes entity selection, tax registration, accounting system implementation, and financial strategy development. We provide discounted QuickBooks software and customized bookkeeping packages to establish strong financial foundations for new businesses.
Questions
What accounting software do you support?
We specialize in QuickBooks ProAdvisor services, providing implementation, training, and optimization for small business accounting systems.
How do you help businesses save money on taxes?
Our team identifies eligible tax credits, deductions, and planning strategies to minimize liabilities while maintaining full compliance with tax regulations.
Do you offer 24/7 bookkeeping access?
Yes, we provide secure 24/7 online access to accounting files with real-time transaction tracking and financial reporting capabilities.
Can you help resolve IRS tax problems?
Yes, we have experience resolving IRS disputes, stopping bank seizures, and negotiating penalty reductions for businesses facing tax issues.
What bookkeeping packages do you offer?
We offer two packages: New Business Start-up ($65/month for 1-100 transactions) and Small Business Package ($130/month for 1-200 transactions).
