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Home > Financial Services > Accountants > Gilbert Associates Inc CPAs and Advisors
Gilbert Associates Inc CPAs and Advisors
Gilbert Financial Services was created by the Shareholders of Gilbert Associates, Inc. their main objective is to provide their clients with quality financial planning services. A significant portion of their activities involve tax planning and financial advising of individuals, small businesses, trusts, estates, investment management, retirement plans and wealth preservation. They currently have individuals licensed to offer securities in the states of California and Arizona. This is not an offer to sell securities in any other state or jurisdiction.
They have office locations in Sacramento and Folsom. Their primary services are audit, tax and accounting. In addition to these traditional services, they specialize in employee benefit plans, litigation support, estate and retirement planning, and business valuations, formerly Gilbert Accountancy Corporation. It offers services to clients in four main areas like taxes, auditing, accounting services, and management consulting services. None of these are unique in themselves; what makes Gilbert Associates, Inc. unique is the personal attention and service that they bring to each client.
It provides audit services to small and medium sized private businesses, non-profit organizations, employee benefit plans, insurance risk pools and governmental agencies. They believe in making financial statements simple and easily understood by the client, financial analyst and layman alike. Accounting services provides the smaller client with the expertise of a national firm along with the range of personal services expected of a local firm. They assist in establishing basic accounting records, preparation of financial statements and various tax returns including income, sales, property and payroll.
A complete tax service is provided by the firm, including normal compliance reporting, consulting, and tax planning relating to federal, state and local tax returns for corporations, individuals, partnerships, trust and estates, and not-for-profit entities. They offer clients tax services such as tax preparation estate tax valuations, irs representation, tax compliance advice, offers in compromise, income tax planning. The firm's advisory services department assists clients to improve their efficiency and profitability by providing management and business consulting services to a vast array of clients.
Their goal is to build a strategic financial plan for each client that helps their clients accumulate wealth during the working years, is designed to help their clients reach their financial objectives, and uses their in-depth knowledge of estate and tax planning to avoid taxes when wealth is passed onto beneficiaries.
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