A. Bagley CPA Tax & Accounting Services

Tax preparation service in Soquel, CA (show on map)

5.0

★★★★★

3 reviews

A. Bagley CPA Tax & Accounting Services, Inc. is a CPA firm in Soquel, CA offering tax, accounting, and payroll services for individuals, small businesses, homeowners associations, and non-profits.

Call (831) 854-2395

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About

A. Bagley CPA Tax & Accounting Services, Inc. is a full-service CPA firm located in Soquel, California.

Owned and operated by Allison C. Bagley, CPA, the firm offers a full suite of services for all individual and business needs. Their goal is to provide personalized experiences and help guide clients through complicated tax law. For small business clients, they help alleviate fears about the accounting and tax side of business ownership. They specialize in homeowners association and non-profit services and have extensive experience across a variety of industries. Note: The firm is not currently accepting new clients.

Over 20 years of accounting and tax experience

Specialization in homeowners association and non-profit services

Owner operated with strong client relationships

Personalized experience for each client

Services

Tax Return Preparation

Tax preparation for individuals, corporations, partnerships, homeowners associations, non-profits, and trusts/estates. Individual returns start at $500 for basic returns. Corporate and partnership returns starting at $1,800.

Individual Returns Corporate Returns Partnership Returns HOA Returns Non-Profit Returns (990N, 990-EZ, Full 990) Trust & Estate Returns

Bookkeeping Services

Full range of bookkeeping services including chart of accounts setup, accounting program setup, QuickBooks training, payroll processing, monthly/quarterly bookkeeping, clean-up services, financial statement preparation.

Chart of Accounts Setup QuickBooks Training Payroll Processing Monthly/Quarterly Bookkeeping Bookkeeping Clean-up Financial Statements

Tax Planning & Consulting

Tax planning and consulting services at $300/hour with a minimum charge of $125 per session.

Tax Planning Consulting

Business Formation

Assistance with business formation including LLC, corporation, and other entity types.

LLC Formation Corporation Formation

Exempt Organization Formation

Assistance with forming non-profit organizations and applying for tax-exempt status.

Tax Exempt Status Application Non-Profit Formation

IRS & Government Representation

Representation before IRS, CA FTB, and EDD. Includes penalty reduction/elimination and tax return amendments.

IRS Representation FTB Representation EDD Representation Penalty Reduction Amended Returns

Credentials & Certifications

Certified Public Accountant (CPA) - California

Reviews

Rating

★★★★★

Reviews

"This has helped us with producing accurate taxes and monthly reports."

Frequently Asked Questions

What services does A. Bagley CPA offer? +

A. Bagley CPA offers tax return preparation for individuals, corporations, partnerships, HOAs, and non-profits; bookkeeping services; tax planning and consulting; business formation (LLC, Corp); exempt organization formation; IRS/FTB/EDD representation; and payroll, sales tax, and business property tax reporting.

Are you accepting new clients? +

No, A. Bagley CPA Tax & Accounting Services is currently not accepting new clients.

What are the rates for tax preparation? +

Individual returns start at $500 for basic returns. Corporate and partnership returns start at $1,800. HOA returns start at $425. Non-profit 990N is $450, 990-EZ starts at $1,400, Full 990 starts at $2,000. Tax planning/consulting is $300/hour with a minimum $125 per session. Bookkeeping ranges from $85-$175/hour or $250-$1,500/month.

What industries does A. Bagley CPA specialize in? +

A. Bagley CPA has extensive experience across a variety of industries and specializes in homeowners association and non-profit services.

Where is A. Bagley CPA located? +

A. Bagley CPA Tax & Accounting Services is located at 2901 Park Ave. Suite C2, Soquel, California.

What are Allison Bagley's qualifications? +

Allison C. Bagley is a Certified Public Accountant licensed in California (CPA License #104402) with over 20 years of accounting and tax experience. She has worked in both private and public accounting and owned a day spa for many years.