Timothy Imbrie CPA MBA

Experienced and Professional. Dependable and Caring. We can and will help.

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

5.0

★★★★★

4 reviews

Small CPA firm in Scotts Valley, CA serving Santa Cruz County and the Bay Area with tax preparation, bookkeeping, and small business consulting.

Call (831) 438-4122

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About

Timothy Imbrie, CPA is a small tax and financial planning firm with over 20 years of experience. The firm offers a full range of CPA services including accounting, tax preparation, bookkeeping, financial planning, and small business consulting.

Timothy Imbrie holds a BA in Economics from UC Santa Cruz and an MBA from Rutgers University. He spent six years with KPMG Peat Marwick's middle market business development practice and seven years as a tax manager with Citrin Cooperman and Company. The firm serves a wide range of individuals and small businesses from auto repair shops to software engineers and surgeons, providing highest quality service with the personal attention only a small firm can provide.

Over 20 years of tax and accounting experience

Big firm background (KPMG, Citrin Cooperman) with small firm personal attention

BA in Economics from UC Santa Cruz and MBA from Rutgers University

Serves wide range from auto repair shops to software engineers and surgeons

Located in Scotts Valley serving Santa Cruz County and Bay Area

Services

Tax Preparation

Professional tax preparation of all federal, state, and local tax returns at competitive, affordable rates with year-round tax planning support.

Federal, state, and local tax returns Tax planning and compliance Quarterly estimated tax payments IRS and state/local representation Offers in Compromise negotiation

Accounting Services

Complete range of accounting services including receivables, payables, payroll management, and GAAP-compliant financial statement preparation.

Receivables and payables management Payroll management GAAP-compliant financial statements Custom financial reports for internal use

Payroll Service

Customized payroll solution accessible 24x7 online, tailored to meet each individual client's needs with full compliance support.

24x7 Internet access Federal and all 50 states coverage Direct deposit and electronic filing Quarterly and annual payroll form filing Employee portal for paystubs and W-2s 401(k) plan administration Workers' compensation compliance

Bookkeeping Services

Full-charge bookkeeping services including general journal, subsidiary ledger maintenance, bank statement reconciliation, and receivables/payables tracking.

General journal maintenance Bank statement reconciliation Receivables and payables tracking

Business Consulting

Small business consulting including entity planning, financial systems setup, cost management, and profitability analysis.

Business entity planning Financial systems setup Cost management Profitability analysis

Financial Planning

Retirement planning and investment funding techniques to help clients prepare for their future financial goals.

Retirement planning Investment funding analysis

Credentials & Certifications

Certified Public Accountant (CPA)

MBA

BA in Economics, UC Santa Cruz

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Timothy Imbrie CPA offer? +

The firm offers tax preparation and planning, accounting services, bookkeeping, payroll services, business consulting, financial planning, benefit plan services, estate and trust tax preparation, and IRS/state representation.

What areas does Timothy Imbrie CPA serve? +

Located in Scotts Valley, the firm serves Santa Cruz County and the greater Bay Area, including Santa Cruz, Scotts Valley, and San Jose.

What are Timothy Imbrie's qualifications? +

Timothy Imbrie is a CPA with a BA in Economics from UC Santa Cruz and an MBA from Rutgers University. He has over 20 years of experience including positions at KPMG Peat Marwick and Citrin Cooperman and Company.

What types of clients does the firm work with? +

The firm serves a wide range of individuals and small businesses, from auto repair shops to software engineers and surgeons, providing personalized service.

Does the firm handle IRS representation? +

Yes, the firm provides complete representation services before the IRS as well as state and local taxing authorities, including negotiating Offers in Compromise.

How long has Timothy Imbrie been in business? +

Timothy Imbrie has over 20 years of experience in tax services and accounting, working with thousands of individuals and small businesses.

What payroll features are available? +

The payroll solution offers 24x7 Internet access, federal and all 50 states coverage, direct deposit, electronic filing, employee portal, 401(k) administration, and workers' compensation compliance.

What is the firm's approach to tax planning? +

The firm continuously monitors federal, state, and local tax law changes to help clients minimize current and future tax liabilities year-round.