Welcome

Dennis Jao, CPA, MBA is a full service Certified Public Accounting firm that specializes in helping small business owners—from determining and setting-up the best form of business entity for their situation to providing services for accounting, bookkeeping, payroll, tax planning and income tax preparation.

We partner with our clients and act as trusted and expert advisors to help them achieve their tax and financial goals and objectives. Our clients value our expert and up-to-date guidance and responsive customer service.

Other services include management consulting, training for QuickBooks and set-up, sales tax preparation, and financial and retirement planning.

Contact us today and learn more about our available services. Let our firm take care of handling your “books” so you can focus on growing your business!!!

Dennis Jao, CPA, MBA
Setting up your own business can be a difficult venture but a potentially highly rewarding one. It requires you to invest a lot of time and effort to put your ideas into action. Most entrepreneurs start their businesses at a small scale and take it to the next level through persistence and hard work. Through careful planning the move to that next level can be accelerated with the help of a great team of partners and advisors. More than ever, it is critical to partner with a trusted financial and tax advisor to help you navigate through the complexities of accounting rules and tax laws and provide the business and financial guidance that you need. Sometimes it’s not just how much money you make, but how much you get to keep! Dennis Jao, CPA, MBA, a CPA firm in Brea CA, is that trusted financial and tax advisor. We not only help you set up your own business, we are also there to help with your other financial and tax planning needs. We offer tax services in Brea, tax services in Los Angeles, payroll services in Brea, payroll services in Los Angeles, bookkeeping services in Brea, bookkeeping services in Los Angeles. We are also a QuickBooks consultant in Brea, Quickbooks consultant in Los Angeles.

Below is a list of the services we provide:
• Accounting
• Bookkeeping
• Payroll
• Tax planning
• Income tax preparation (business and personal)
• Management consulting
• Sales tax preparation
• Financial and retirement planning

Dennis Jao, CPA, MBA is a Certified Public Accountant and Finance Manager with over twenty (20) years of business experience. Having worked for several top tier companies in various capacities (Finance Manager, Senior Consultant and Senior Financial Analyst), Dennis has acquired considerable knowledge, expertise, and experience to provide business consulting in Brea CA. He has owned his private CPA practice for almost ten years and has proven expertise in tax filing in Brea CA and tax services in Brea CA, as well as payroll services in Brea CA. The CPA firm specializes in helping business owners and entrepreneurs. By providing expert financial and tax advice, our commitment is to help you get the most out of your ideas and investments so that you can achieve your financial goals and dreams that much faster.

Bookkeeping:
For small businesses it is not uncommon for the owners to try to do everything on their own. But why not concentrate on the things you do best for your company such as promoting and selling your products and services? Let our firm handle all your accounting and bookkeeping needs. Allow us to do what we do best so you can focus on doing what you do best. Dennis Jao, CPA, MBA has been a certified Quickbooks ProAdvisor for over eight years and is an expert at helping clients set up their accounting system and maintaining the books on an ongoing basis. Be assured that an expert is there every step of the way, handling your books while you concentrate on growing your business.

Payroll Services:
Through our experience and practical knowledge, we help you stay on top of all the latest changes to Federal, State and local payroll tax regulations so you can understand how it affects your business and your employees, all while also making sure that your payroll keeps running smoothly.

Tax Planning:
“It’s not just how much you make, it’s how much you get to keep.” No matter how hard you work to generate new business and bring in additional revenue, without proper tax planning all that effort can go to waste if you end up paying more in income taxes than you really have to. We help you plan holistically at both the business and personal level. We help you plan proactively so you can legally minimize the amount of taxes you have to pay and keep more of what you’ve worked very hard to earn.

Income Tax Preparation:
Once we have done our financial and tax planning, we put that plan into action making sure that clients file their income tax returns accurately and in a timely manner. We check to make sure that clients avail of all tax deductions and credits that they are legally entitled to and up to the maximum allowable amount. We educate the client to make sure that they are aware of and have the necessary documentation to support items claimed in their tax returns.

Business Consulting:
With over twenty years of business experience you can be more confident knowing that as your business partner we are there to help you make the best decisions for your company and help you navigate through your problems and identify possible solutions and opportunities with an eye towards making your business grow bigger and better.

Retirement Planning:
Retirement planning is critical not only as a vehicle to motivate, reward and keep your most valuable employees. It can also be an important way for the business owner to save taxes and help fund for his or her future. Let us help you evaluate your options and determine the best fit for your financial situation.

Dennis Jao, CPA, MBA can help you handle all the financial and tax aspects of your business so you can devote more time to actually running the business. We are your one-stop resource for accounting and bookkeeping services, payroll services, tax planning services, income tax preparation services, business and management consulting services, sales tax preparation services, and financial and retirement planning services.