Candice Gerlach, a Carlsbad CPA and also the founder and CEO of Candice Gerlach, CPA, Inc. in Carlsbad, California, has announced they are offering accounting, bookkeeping support, and tax preparation services. They want to point out that they are dedicated to their clients and do their very best to understand their clients’ needs. They make use of a proactive approach to tax preparation and stay in contact with the customer throughout the year. They’re well informed on emerging problems and be sure they are up-to-date regarding tax legislation to ensure that they are always prepared for the toughest conditions.
Candice Gerlach herself states,”We developed plans for both individual and business customers. And we work hard and long hours when they want us – even after tax year. So let us handle your most pressing financial problems, and be sure you understand what your financials are telling you about the health of your company.”
Candice Gerlach, CPA, CFE, has almost 20 years of experience in public accounting. She has obtained certification as Certified Fraud Examiner and Certified Public Accountant in Carlsbad, California. She has a Master of Business Administration (MBA) degree and a BS in Accountancy level.
During her career, she has focused on financial statement prep, white collar crime, and audits and tax compliance. She had served has the direct forensic accountant is many huge national financial crimes, such as a Ponzi scheme worth $100 million. She has also been involved in recovering funds for the Federal Receiver to return to sufferers, tracing laundered cash in various parts of the world, and offering supporting documentation for many lawyers and law enforcement agencies.
At the current time, she’s focused on taxation compliance issues within a broad range of areas, including individuals, partnerships, estates and trust, including closely held C and S corporations. She has a broad array of clients, ranging from young entrepreneurs to high net worth individuals. She has also helped with not for profit tax compliance and governance. She moved from Scottsdale, Arizona, to Carlsbad, California, in 2013. She’s also been employed in the diamond industry, where she became a Certified Diamontologist through the Diamond Council of America.
The CPA firm can help clients with different accounting and financial activities. These include income tax planning, estate planning, investment strategies, charitable giving, retirement planning, cash flow planning, risk management, education financing, and elder preparation.
They can help with tax reduction strategies that optimize the customer’s retirement plan gifts, making charitable gifts, and tax loss harvesting in portfolios. In estate planning, it may help to look at a flowchart of the customer’s current estate plan to imagine what’s going to happen to every one of the customer’s assets and the way the estate tax legislation will impact them. It’s important to ensure that all estate planning documents are current, not just the will, but also the healthcare records, power of attorney, and some other hope agreements. It is likewise make sure the beneficiary designations are up to date when there was a substantial life event, such as divorce, marriage, or death of partner.
The CPA firm can also help with the client’s investment strategies, especially when there is increased market volatility. Normal portfolio rebalancing will allow customers the maintain the proper quantity of risk in their portfolio. And for people who are retired and living off their portfolio, then they need to keep a certain amount of cash reserve to pay for their living costs for a definite length of time so they won’t be forced to sell stocks at a down market.
They are also able to help customers attain tax efficiency when making charitable gifts. For instance, folks can donate appreciated stock to be able to avoid paying for capital gains taxes. It may also be a fantastic idea to pack charitable deductions.
Those that want to find help with their tax preparation or accounting jobs might want to take a look at the Candice Gerlach, CPA, Inc. website, or contact them on the phone, or through email.