Tax Planning and Preparation Services

Joseph W. Wiley, CPA is a full service provider of tax services and offers solutions to clients in the Corporate, Individual, Limited Liability Company, Partnership, and S Corporation income tax areas. The primary objective of our tax services is not only to minimize a client’s overall tax burden, whenever and wherever possible, but also to ensure that we understand each client’s individual needs. In order to achieve this, our tax services are directed primarily toward proactive tax planning, beginning early in the year and maintaining close contact with clients throughout the year. We invest time in each of our clients to ensure that they understand both the accounting principles and the tax rules and regulations that affect them. Our approach to customer service is that we are hands-on experts who are there to assist you in every way. The tax services we offer include not only the preparation and review of income tax returns, but also advance planning to minimize future taxes, advice on tax effects of proposed transactions, assistance in such tax-oriented areas as executive compensation, pension plans, other state tax reporting and planning, and other similar continuing services. We also have experience in providing assistance and advice in negotiations with taxing authorities.
In addition, we provide the following:

• Strategic Tax Planning
• Corporate and Partnership Tax Preparation
• Shareholder Tax Issues
• Payroll and Sales Tax Consulting

Through our commitment to quality and client service, we have developed a large base of tax clients whose size and complexity rival that of firms many times our size. We believe our success is due in large part to an added emphasis on strategic tax planning. We take the time to understand each client’s unique situation before developing a tax strategy.


Financial Services for Business

Joseph W. Wiley, CPA understands the issues faced by privately-owned businesses, as well as individuals. We’ve worked with many companies throughout Southern California, responding to tax questions, financial management issues, and cash flow concerns that can make or break a business. We understand that you need accurate and timely financial statements to obtain a clear picture of where you’ve been, where you’re headed, and how quickly you’ll arrive there. We want you to feel confident that your accounting system accurately reflects your current financial situation so you can concentrate on running your business instead of trying to stay on top of your books. We offer the following services to help business owners and other companies manage their day-to-day operations using accounting software packages like QuickBooks. Over the years, many types of organizations have contacted us to help them start with various accounting services, from do-it-yourself software to complete back office accounting, depending on their unique needs. We empower clients to manage their bookkeeping and control their cash flow, while enabling them to work with a CPA firm in advisory capacity. Our business accounting services include:

• Accounting and bookkeeping
• New business advisor
• QuickBooks support
• Outsourced accounting
• Compiled and reviewed financial statements
• Outsourced CFO/Controller
• Job costing
• Estate planning
• Budgeting 
• Cash flow management
• Preparation for audit
• Fraud detection

​ The steps involved with basic bookkeeping can be overwhelming depending on the size of business and the number of transactions. If you no longer feel like you have control of your books, give us a call. We will help you to manage your business finances and keep you on the right track.


Business Consulting

As a full-service consulting practice, Joseph W. Wiley, CPA offers a wealth of intellectual capital in a broad range of business issues. From employee training, process improvement and organizational efficiency to specialized budgeting and forecasting, we can address your critical business issues to generate the powerful, sustainable solutions you need to be successful. Our approach integrates and addresses financial, process, people, technology, and external user considerations in all our solutions. This unique approach helps you increase the efficiency of your operations, improve your organizational effectiveness, mitigate your risks, and strengthen your organization. Our consulting services include many areas, some of which include:

• Employee training
• Internal control assessment and implementation
• Understanding financial statements, and other specialized industry issues
• Budgeting and forecasting
• Business plan development and implementation
• Organizational efficiency studies
​• Cash flow planning

Business Services