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Home > Financial Services > Accountants > Soares Sandall Bernacchi & Petrovich LLP CPAs
Soares Sandall Bernacchi & Petrovich LLP CPAs
All of their partners are members of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Their firm is committed to active participation in professional associations and community organizations. Representatives of their firm have been presidents of the local CPA chapter, directors of the state CPA society, and Presidents, Chairs and Board Members of numerous local non-profit community organizations.
Rick B. Smith Specializes in accounting, tax and business advice services for closely held businesses and professionals. Before joining Soares Sandall Bernacchi & Petrovich, he was a senior accountant for a national accounting firm specializing in audits and accounting for small businesses.
Services offered are Litigation Support , Expert Witness Services, Mergers & Acquisitions, Other Services, Accounting Services, Audits, Reviews and Compilations , Bookkeeping, Financial Statements, Financial Forecasts & Projections, Cash Flow & Budgeting Analysis, Tax Services and Tax Planning & Preparation.
From simple projections to complex financial modeling, their experienced staff can assist you in achieving your company's financial goals. A business can be profitable and still run into trouble due to cash flow issues. They can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Whether you are an individual or a multi-tiered partnership, their experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Many of their clients are responsible for collecting and submitting sales taxes in many different types of vicinity. Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. They guide you through the complex process of getting your financial affairs in order.
They are committed to providing close, personal attention to their clients. They take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Their continual investment of time and resources in professional continuing education, state of the art computer technology and extensive business relationships is indicative of their commitment to excellence.
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