CPA Services — Real Estate, Business Tax, Audit & Accounting
Every service PacificWestTax offers, organized by practice area. Real estate tax planning, HOA reviews, multi-entity structuring, IRS representation, and bookkeeping for Southern California businesses and investors.
Audit & Attest
HOA Financial Reviews
Independent CPA financial reviews under Davis-Stirling §5305 for California common interest developments with gross income over $75,000.
Learn More →Financial Statement Audits
GAAS-compliant independent audits required by lenders, investors, government agencies, and contractual obligations.
Learn More →Nonprofit Audits
Independent audits for California nonprofits over the $2M threshold and federal Single Audit engagements under Uniform Guidance.
Learn More →Compilations & Reviews
CPA-prepared compilations and reviewed financials for lenders and investors — faster and less expensive than a full audit.
Learn More →Tax Planning & Filing
Business Tax Planning
Entity strategy, PTE election, QBI optimization, quarterly planning, and year-round California tax reduction for business owners.
Learn More →Personal Tax Planning
Individual and family tax reduction for complex California returns — rental properties, K-1s, equity compensation, and multi-state filing.
Learn More →IRS Representation
Audits, collections, penalties, and full IRS and FTB resolution with a licensed CPA representing you from the first notice.
Learn More →Tax Preparation & Filing
Accurate federal and California returns for individuals, S-corps, partnerships, and multi-entity structures — filed on time.
Learn More →Amended Returns
Fix prior-year return errors and claim missed deductions within the three-year statute of limitations.
Learn More →Real Estate & Niche Tax Planning
Real Estate Tax
Cost segregation, 1031 exchanges, real estate professional status, entity structuring, and exit planning for Southern California investors.
Learn More →Real Estate Professional Status
Qualify under IRC §469 to convert passive rental losses into active deductions against wages and business income.
Learn More →1031 Exchange Planning
Defer capital gains on California investment property sales. Pre-sale modeling, boot analysis, and QI coordination.
Learn More →Cost Segregation
Accelerate depreciation on commercial and investment real estate — often generating six figures in first-year deductions.
Learn More →PTE & SALT Planning
California’s Pass-Through Entity tax election modeled for your situation before you elect. One of the most valuable tools available right now.
Learn More →Multi-Entity Tax Planning
Consolidated projections, QBI optimization, and franchise tax minimization across your full entity structure.
Learn More →Exit & Sale Tax Planning
Asset vs. stock analysis, installment sales, QSBS, and QOZ planning before your transaction closes.
Learn More →Accounting & Bookkeeping
Bookkeeping & Accounting
CPA-managed bookkeeping for qualifying engagements, referral network for simpler needs, and flat-fee cleanup projects.
Learn More →Bookkeeping Cleanup
Catch-up and reconstruction for books in any condition — scoped with a diagnostic review before any fees are quoted.
Learn More →Nonprofit Accounting
Form 990 preparation, fund accounting, California AG compliance, and grant tracking for California 501(c)(3) organizations.
Learn More →Entity Structuring
LLC, S-Corp, and C-Corp formation, EIN, and entity tax strategy — the right structure saves money every single year.
Learn More →Multi-Entity Planning
Entity structure audits, franchise tax minimization, and QBI optimization across all related entities.
Learn More →Not Sure Which Service You Need?
Start with a consultation and we will figure it out together.