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Owl Tax Accounting

Guiding Your Finances with Wisdom and Care

Tax preparation service in Scotts Valley, CA (show on map)

OWL Tax Accounting (Optimal Workflow Ledger) in Temecula, CA provides bookkeeping, individual and business tax services, and business formation with 20+ years of experience.

Call (213) 623-1545
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Owl Tax Accounting website

About

OWL Tax Accounting, also known as Optimal Workflow Ledger, is a woman-owned tax and bookkeeping business based in Temecula, California. With over 20 years of industry experience, the team provides personalized bookkeeping and tax services tailored to individuals and businesses.

Services include Bookkeeping (transaction recording, bank reconciliation, AP/AR management, expense tracking, monthly financial reports), Individual Tax Services (tax preparation and filing, tax planning, foreign national and expatriate tax returns, self-employment taxes, state and local compliance, major life event tax guidance), Business Tax Services (corporate tax preparation, small business and startup tax, partnership and LLC tax, tax planning, multi-state compliance, expatriate and international business tax), Business Formation (LLC, S-Corp, C-Corp formation, EIN and business registration, operating agreements and compliance, annual filings, registered agent services), and Mobile Notary & Loan Signing Services. Team includes Rajesh Kumar (Enrolled Agent, Fellow Chartered Certified Accountant, International Tax Specialist) and Nora Ayon (Founder & Client Relations Lead).

20+ years of industry experience
Woman-owned business
Enrolled Agent and Fellow Chartered Certified Accountant credentials
International tax expertise
Mobile notary services
Multiple office locations in Temecula and Scotts Valley

Services

Bookkeeping Services

Comprehensive bookkeeping including transaction recording, bank reconciliation, accounts payable and receivable management, expense tracking, and monthly financial reports.

Transaction recording Bank reconciliation AP/AR management Expense tracking Monthly financial reports

Individual Tax Services

Tax preparation and filing, tax planning, foreign national and expatriate tax returns, self-employment taxes, and state and local tax compliance.

Tax preparation Tax planning Expatriate tax Self-employment taxes State/local compliance

Business Tax Services

Corporate tax preparation, small business and startup tax, partnership and LLC tax, tax planning, multi-state compliance, and international business tax.

Corporate tax S-Corp tax LLC tax Partnership tax Multi-state compliance International tax

Business Formation

LLC, S-Corp, and C-Corp formation including EIN registration, operating agreements, annual filings, and registered agent services.

LLC formation S-Corp formation C-Corp formation EIN registration Registered agent services

Mobile Notary & Loan Signing Services

Mobile notary services in Temecula and surrounding areas including loan signings, real estate closings, power of attorney, and estate planning documents.

Mobile notary Loan signing agent Real estate notary Estate planning notary

Credentials & Certifications

Enrolled Agent (EA)
Fellow Chartered Certified Accountant (FCCA)
Woman-owned business

Contact Owl Tax Accounting

Owl Tax Accounting
Category
Tax preparation service
Wheelchair Accessible
Call (213) 623-1545

Location

Location of Owl Tax Accounting, 5523 Scotts Valley Dr #206, Scotts Valley, CA 95066 · View on Google Maps

Screenshot Gallery

Get in Touch

Ready to work with Owl Tax Accounting?

Reach out today to schedule a consultation.

(213) 623-1545

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