LOCPA & Consulting
New
Offers online services
New
Offers online services
About
We are a unique accounting firm, offering Accounting and Bookkeeping, Financial Planning and Wealth Management, Tax Planning and Preparation services to individuals and businesses. A one stop shop for your financial needs. We pride ourselves on being our clients advocates, helping them reach their financial goals.
Highlights
Hired 1 time
1 employee
11 years in business
Serves Santa Ana , CA
Offers online services
Specialties
Industry
Sales & marketing, Healthcare, Technology / IT, Manufacturing, Financial services, Education, Retail / consumer goods, Real estate, Construction, Non-profit, Other industries
Annual income
Less than $100K in revenue, $100K - $500K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $5M - $10M in revenue, Greater than $10M
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Managing AR and AP, Preparing financial statements
Accounting for
Individual or sole proprietorship, Partnership, C-Corp / Corporation, S-Corp, Non-profit
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Frequently asked questions
What education and/or training do you have that relates to your work?
Certified Public Accountant, Series 7&66, California Life and Health insurance licenses
Services offered
Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning