Stern, Donna CPA

Donna Stern CPA in Newport Beach, CA offers personalized and convenient tax and accounting services, providing clients with their own concierge CPA. With a focus on helping individuals and businesses navigate everyday tax and accounting questions, Donna Stern CPA offers expert advice on topics such as filling out paperwork for a new job, retirement account implications, business entity formation, caring for dependents, and fringe benefits for employees. Their prepaid tax advice program ensures that clients have a lifeline to a CPA at any time of the year, helping them save money, avoid audits, and make the most of their tax deductions. Additionally, Donna Stern CPA provides services such as quickbooks training, tax projections, and assistance with choosing the correct filing status and claiming dependents. They also help clients navigate complex tax situations, such as reporting state refunds correctly and avoiding late payment penalties. With their expertise in tax code and dedication to personalized service, Donna Stern CPA is trusted by clients to provide accurate and timely advice, ultimately saving them money and ensuring compliance with tax regulations.Generated from the website

Robert Richter Financial Firm is a well-established financial services company based in Newport Beach, CA. Specializing in wealth management and investment strategies, the firm offers personalized financial solutions tailored to individual needs. With a team of experienced professionals, Robert Richter Financial Firm assists clients in building and preserving their wealth through strategic planning and prudent investment decisions. The firm is dedicated to providing comprehensive financial guidance to help clients achieve their long-term financial goals. Generated from their business information