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Services

Beenen CPA provides a wide range of services to individuals and businesses in a variety of industries. At Beenen CPA, we take special care to provide our clients high quality services personalized for their unique needs.  Our attentive staff makes every effort to ensure you are 100% satisfied.

Our professional services include:


Tax Management Services

At Beenen CPA, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Beenen CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Beenen CPA's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Beenen CPA can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Non-Profit Organizations

Beenen CPA can help you obtain and retain non-profit status.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, beenencpa can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Correspondence and Tax Resolution Services

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

These services include but are not limited to:

  • Offer in compromise
  • Installment agreements
  • Penalty abatement
  • Audit representation

Non-Profit Tax Returns for All Breed and Speciality Dog Clubs

At Beenen CPA, we have extensive experience in accounting, taxation and the inner workings of dog clubs. Our small company size ensures that your tax filings will be handled by experienced personnel. Let us help you identify the non-profit code that accurately applies to your dog club. Our core knowledge helps you minimize the risk of misfilings and reduce liability. You can take comfort in knowing our tax returns will be filled accurately.

Ballot Tabulation

Another service we provide is ballot tabulation. If your club is doing a mail in vote on a controversial issue and you do not feel comfortable having the results tabulated by a club member, we can help.

QuickBooks ProAdvisor

Certified Quickbooks ProAdvisor for desktop and online.


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