Santa Ana, California Accountants Tax and Business Advisors ..........................................., Ben F. Lozano CPA Inc.

A Full-Service Accounting Firm in Santa Ana, CA

Ben F. Lozano CPA Inc. is an accounting firm in Santa Ana, CA, that is prepared to help you with all your accounting needs. As a full-service office, we help business owners, executives, independent professionals, and individuals with their business and personal accounting needs. It is our goal to deliver to every client affordable and friendly service that is based on a depth of experience.

Reach out to us today to set up a free initial consultation, and you will find we provide outstanding service because of our dedication, responsiveness, and quality. Once you find out about our firm, you will be happy that you chose to work with us.

An Accounting and Business Consulting Firm in Santa Ana, CA

At Ben F. Lozano CPA Inc., we pride ourselves on being an accounting and business consulting firm in Santa Ana, CA, that clients know they can rely on and trust. Our role is working with you on, not in, your company. We fill that position by offering a broad range of professional services delivered by a highly experienced and talented staff that cares about helping others succeed and thrive in business.

We understand the workload that comes with running a business and the fact that it's difficult to find the time to ensure everything is complete and accurate. That is why we offer accounting firm services for busy professionals who will benefit from skillful assistance and support.

Our team has the skills and know-how that you can rely upon to take care of the red tape, paperwork, and deadlines. If you are experiencing Internal Revenue problems or require financial planning, we can help.

The old saying goes that death and taxes are the only things that are inevitable. Our tax services will be valuable to your company year after year as we help you keep all the facts and figures straight across the ever-changing corporate tax landscape.

CLIENTS BOOKS:

• Foundational Basics for Good Reporting and Analysis:
• Proper Codings
• Set Up New Accounts
• Format Financial Statements
• Adjusting Journal Entries
• Periodic List of Predetermined Information for Financial Statements
• Communication

PREPARATION OF FINANCIAL STATEMENTS:

• Financial Statements and Supplemental Statements:
• Balance Sheet
• Profit and Loss
• Statement of Cash Flow
• Comparative Analysis of Operations
• Performance Report with Key Ratio Analysis and Performance Indicators • Banking Relationship Assessment
• Communication

PROJECTIONS FOR:

• Taxable Income and Cash Flow
• Business Growth What if Senarios:
• Pricing Changes
• Sales Growth
• Additional Salesforce
• Additional Assets
• Cost of Sales Analysis
• Overhead Expense Analysis
• Communication

TAX PLANNING:

• Optimal Taxable Income Planning
• Officers' Salaries and Withholdings Planning
• Retirement Plan Fitment
• Estimated Tax Payments (if required)
• Advanced Planning Concepts
• Communication

ESTATE PLANNING:

• Optimal Family Planning
• Succession Planning
• Optimal Taxable Income Planning
• Advanced Planning Concepts
• Communication