THE BEST 10 Accountants in CARLSBAD, CA Last Updated March 2024

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Janet Wennes is a Certified Public Accountant and owner of JL Wennes, CPAs, a full-service accounting firm in Carlsbad, CA. As a dedicated and detail-oriented accounting professional, Janet has met the accounting and tax needs of individuals and businesses for over 25 years. Despite the fact that firms have recommitted to reviewing their internal practices after the PCAOB’s scathing first round of reports a few years ago, deficiency rates have continued to rise. But that’s likely because the PCAOB is still catching up with backlogged data, so it’s currently operating on a delay of about two years—the reports released last month were based on audit data from 2022. (Williams said it’s on pace to start catching up soon.) On the firm side, it can also take a while to implement new practices in the context of giant organizations with tens of thousands of employees scattered around the globe.

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Our clients include entertainment professionals such as actors, writers, producers, musicians and those in the sports industry. He has 25 years of experience serving small-to-mid-sized public and private companies. Margit is the Senior Bookkeeper and main contact for all JL Wennes CPAs’ bookkeeping clients. She is well versed in accounts payable, accounts receivable, payroll, and the preparation of accurate financial statements. She is familiar with different accounting software, QuickBooks online and desktop, and Xero. The PCAOB was established in 2002 in reaction to the collapse of former accounting firm Arthur Andersen, which was precipitated by its role in energy giant Enron’s high-profile demise.

Government & Public Sector

The company’s full service menu includes assistance to individuals and corporate entities with their taxes. KB also offers accounting services such as payroll and assistance with software such as QuickBooks and Peachtree. Alexx Chesney, EA is a well-reviewed Enrolled Agent in Carlsbad, California who is proud to offer tax Bookkeeping Services in Carlsbad preparation and bookkeeping services to the residents of the surrounding communities. Alexx is an authorized e-file provider and can help clients file their taxes online quickly and painlessly. Alexx has more than 17 years of experience in the tax industry, and she is happy to help individuals and businesses alike.

While working full-time she continued her education in accounting and human resources management by taking night classes at Cal State San Marcos. We have a forward-thinking style and focus on tax and financial planning to help pave the road to your financial success, both now and in the future. I graduated from San Diego State University with my Bachelor of Science Degree in https://www.bookstime.com/ Accounting and have over 20 years of experience working for small businesses and large corporations. Save payroll expenses and office space by not hiring a bookkeeping employee. I can manage the San Diego bookkeeping and you can focus on growing your business. Carlsbad Bookkeeper also offers Staff Accountant services that include account reconciliation and month end close.

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The biggest headline-grabber has been the spike in audit deficiencies and enforcement penalties it’s recorded. The PCAOB fined accounting firms more than $20 million last year, a new record high. Its deficiency findings have been steadily climbing ever since Williams took over.

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At Total Tax Services our staff is trained and certified to serve a broad client base composed of individuals, corporations, non-profit organizations, and small businesses. Our team works diligently to satisfy all of your individual and business needs while taking great care to handle all client matters with strict confidentiality and the highest ethical standards. We take great pride in the long-lasting relationships we have formed throughout our years in business. By submitting this review you are confirming that the information contained in it is true and accurate and represents your personal experience with this tax preparer.

Lien On Me Tax Relief

ABMG prides itself on the ability to put together a plan that allows financial health assurance for the entirety of the client’s portfolio. For our clients we offer FREE tax planning to successfully reducing  your tax liability. While working in the public accounting field Hayley attended California State University of San Marcos, where she graduated with a Bachelor of Science in Business Administration with an emphasis in accounting. After graduation she relocated to Lake Tahoe where she continued to work as a controller for prominent local ski retailer. She later returned to Southern California and became a Certified Public Accountant and returned to the firm where she began. Jean graduated from the University of San Diego with a degree in accounting.

  • For decades, observers have dismissed the PCAOB as inept; it’s been plagued by scandals and accusations that it’s been too deferential to the accounting firms it’s supposed to be policing.
  • Bluebird Accounting is an approachable and welcoming full-service accounting and tax organization serving individuals and businesses.
  • Kristine was in the banking industry for 12 years before deciding to stay home with her little ones.
  • You can now find her here full time eager to assist with payroll and to answer all your questions.
  • Prior to owning her own firm, she worked for different companies in various accounting roles.
  • One of the main advantages in choosing JL Wennes CPAs as your tax professionals is having access to a team of CPAs and a staff of professionals with your financial goals and dilemmas in mind.

A drop in young people taking the CPA exam is creating a looming “talent crisis” for firms that have traditionally relied on high turnover rates and cheap, young staffers. And recent news, both from the PCAOB and elsewhere, has some industry watchers worried. Larry Lerner first started ABMG in 1989, since then ABMG has made it’s mission to provide clients with the best possible services and solutions possible. Throughout his countless years of service within the finance industry, Larry has gone to help thousands of clients and their families live better and more financially stable lives. Located in the city of Carlsbad, Withum is one of the nation’s largest accounting and advisory firms. Our professionals partner with corporations and non-profit organizations in the surrounding San Diego area to minimize tax exposure, streamline business processes and enable growth.