Forney Accountancy

Business Details

Your Trusted Tax and Bookkeeping Partner in Pleasant Hill

Forney Accountancy provides comprehensive tax compliance and bookkeeping services for individuals and business owners. With a focus on precision and efficiency, we specialize in preparing individual and business tax returns while offering cloud-based bookkeeping solutions that deliver actionable financial insights. Our CPA-led approach emphasizes seamless communication through email and digital platforms, ensuring clients maintain control over their financial documentation. We prioritize paperless operations for enhanced security and accessibility, leveraging technology to streamline processes while maintaining personalized service. Our methodology combines deep expertise in QuickBooks accounting with transparent communication, guiding clients through tax preparation and financial reporting.

We serve clients remotely, offering flexible engagement through secure digital tools while maintaining rigorous attention to detail. Our commitment to timely filing and accurate reporting ensures clients meet regulatory requirements with confidence. By focusing on cloud accounting integration, we help businesses track cash flow, manage expenses, and gain operational insights. Our services cater to both new and experienced business owners seeking reliable tax compliance solutions. With a structured process for tax return preparation and ongoing support, we aim to simplify financial obligations while maximizing deductions and compliance.

Services

Tax return preparation Bookkeeping services Business tax returns Individual tax returns Cloud accounting

Highlights and features

We offer CPA-certified expertise in tax compliance and accounting
Our cloud-based bookkeeping provides real-time financial insights
Paperless operations ensure document security and accessibility
Personalized service with direct CPA engagement throughout the process
Structured tax preparation process with transparent communication

Associations and certifications

CPA
Advanced Certified ProAdvisor

Website

Update Listing

Services

Tax return preparation

Professional preparation of individual and business tax returns with focus on accuracy and compliance. We handle complex income sources, deductions, and credits while ensuring timely electronic filing. Our process includes document review, tax optimization, and secure client approval before submission.

Bookkeeping services

Cloud-based bookkeeping solutions maintaining accurate financial records. Services include accounts payable/receivable management, payroll processing, and financial reporting. We ensure organized accounting systems that integrate seamlessly with tax preparation processes.

Business tax returns

Specialized preparation for C-corporations, S-corporations, and partnerships. We reconcile accounting records with tax requirements, handle complex business deductions, and ensure compliance with corporate tax regulations through detailed documentation and review processes.

Individual tax returns

Comprehensive individual tax return preparation covering diverse income sources. We manage standard and complex personal tax situations including investment income, property transactions, and specialized deductions while maintaining client privacy.

Cloud accounting

Secure cloud-based accounting integration using QuickBooks. Provides real-time financial tracking, automated reconciliation, and instant access to financial reports. Ensures seamless transition from accounting records to tax return preparation with complete transparency.

People

Bryce Forney

Certified Public Accountant

Bryce Forney is a licensed CPA with advanced certification in ProAdvisor accounting software. With extensive experience in tax compliance and cloud accounting, he specializes in serving business owners through accurate tax preparation and financial reporting solutions.

Questions

What tax services do you offer for business owners?

We prepare corporate tax returns for C-corporations, S-corporations, and partnerships, ensuring proper reconciliation with accounting records and compliance with current tax regulations.

Do you handle both business and individual tax returns?

Yes, we specialize in both business and individual tax returns, with expertise in complex personal tax situations and corporate tax compliance requirements.

How does your bookkeeping service work?

Our cloud-based bookkeeping includes accounts management, payroll processing, and financial reporting with real-time access to your accounting records through secure online platforms.

What accounting software do you use?

We specialize in QuickBooks accounting software with Advanced Certified ProAdvisor training, ensuring seamless integration between bookkeeping and tax preparation processes.

How do you handle tax return preparation?

We use a structured process involving document review, tax optimization, client communication via email, and secure electronic approval before timely filing of completed returns.

Are your services available remotely?

Yes, we operate virtually with secure digital tools for document sharing, communication, and electronic signing, serving clients throughout Contra Costa County and beyond.

Reviews (4)

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Serah Blackstone-Fredericks

Mar 03, 2020 Report

As a bookkeeper, it is important to have the ability to differentiate a talented, diligent CPA from a CPA that is just attempting to meet their sales quota. Bryce gives his clients excellent service by ensuring their work is done accurately and correct. He the most ethical and knowledgeable CPA that I know. As a potential client, there should be an understanding that you will receive great service from accountants if you have great records and systems in place.

It is a time to be honest about where you are with your business and make an effort to get on track. In the accounting field, there are many options from mediocre to expert. If you want an expert, and are ready to get on track, he's your guy. You can not go wrong working with Bryce.

Richard Roppa-Roberts

Jun 25, 2019 Report

I had the opportunity to work with Bryce at Forney Accountancy when I was forming the legal structure of my business. His advice was sound, clear, concise, and spot on. He asked the right questions - questions I had not thought about - and helped me land on the proper business structure. I would never hesitate to use or refer Forney Accountancy. You shouldn't either. 5 stars are not enough.

Stacy Kildal

May 05, 2019 Report

I've referred many bookkeeping clients to Bryce for their tax returns, tax planning and business valuations. He has amazing attention to detail always responds to emails (that require one) very quickly. I admire how direct and no-nonsense he his, and know my referrals are in great hands. Not only do I refer work to Bryce, I also work with him as a member of the Intuit Trainer and Writer Network. He's always eager to help, he has a great grasp on all of the features and functionality of QuickBooks and his insight on accounting concepts is such an asset to our team.

Shabnam De La Cruz

Feb 08, 2019 Report

Bryce is the most unethical and dishonorable accountant I have ever worked with in my 33 years of running my business. He didn't file our extension on time and caused us $2000 in fines with the IRS. But the worst part was that when I asked him to help me write a letter to the IRS to forgive us for these fines he turned a blind eye and ignored me. I didn't fire him once he made this mistake but he chose to terminate me as a client and ignore me completely. You cannot count on this man to be there for you. Not trustworthy whatsoever