Business Details
13 Years
experience
Your Trusted Accounting Partner in Temecula, CA
Founded in 2013, Nottingham and Associates, CPAs has established itself as a trusted partner for businesses and individuals seeking comprehensive accounting and tax solutions. Our team of certified professionals brings decades of combined experience in tax planning, business consulting, and financial statement preparation, serving clients across diverse industries including nonprofit organizations, trusts and estates, and small to medium-sized enterprises. We prioritize personalized service, leveraging our expertise in QuickBooks platforms and deep understanding of IRS regulations to deliver accurate, timely, and strategic financial guidance. Our commitment to client education ensures informed decision-making, while our proactive approach to tax planning helps maximize savings and minimize liabilities. With a focus on long-term relationships, we tailor our services to meet unique client needs, whether through payroll processing, property tax preparation, or succession planning.Our track record of reliability and precision has earned us enduring client relationships, with many businesses relying on our expertise for over a decade. As active members of professional organizations like the AICPA and California Society of CPAs, we maintain rigorous standards of excellence. Located in Temecula, California, we combine local market knowledge with national certification standards to serve clients throughout Southern California. Our mission remains centered on empowering clients to achieve financial stability and growth through transparent communication and customized solutions. This dedication to excellence has positioned us as a preferred accounting firm for businesses seeking a strategic financial partner.
Services
Tax Planning
Business Tax Preparation
QuickBooks Support
Payroll Processing
Nonprofit Accounting
Estate Tax Services
Financial Consulting
Bookkeeping
1099 Preparation
Property Tax Returns
Details
- Year established: 2013
Highlights and features
- Certified CPAs with over 20 years of combined experience in tax and accounting
- Personalized service tailored to unique business and individual financial needs
- Specialized expertise in nonprofit accounting and trust/estate tax matters
- Proactive tax planning to maximize savings and minimize liabilities
- Certified QuickBooks advisors supporting desktop and online platforms
Associations and certifications
- AICPA
- California Society of CPAs
- QuickBooks Certified ProAdvisor
What people say
Personalized service
High level of expertise
Responsive staff
Accurate tax preparation
Nonprofit accounting specialization
Services
Tax Planning
Our tax planning services help businesses and individuals optimize financial decisions throughout the year. We analyze potential purchases, employee benefits, and charitable contributions to minimize liabilities. With expertise in changing tax codes, we ensure clients maximize savings while maintaining compliance with IRS regulations.
Business Tax Preparation
We handle complex business tax filings while clients focus on operations. Our team stays current with corporate tax laws to ensure accurate submissions. Services include quarterly estimated tax calculations and year-end return preparation for various business structures, from sole proprietorships to corporations.
QuickBooks Support
As certified QuickBooks ProAdvisors, we offer comprehensive software solutions. Services include system setup, data migration, training, and troubleshooting for both desktop and online versions. Our team helps businesses maximize efficiency through customized chart of accounts and reporting structures.
Payroll Processing
We manage complete payroll cycles including calculation, tax filings, and employee statements. Our services ensure compliance with federal and state regulations while maintaining accurate records. We handle both regular payroll schedules and special compensation scenarios like bonuses or commissions.
Nonprofit Tax Returns
Specialized preparation of Form 990 series returns for tax-exempt organizations. We ensure compliance with strict nonprofit regulations while maintaining transparency. Services include documenting program expenses, governance practices, and public disclosure requirements for annual filings.
People
Jody Nottingham
CPA & Owner
Certified Public Accountant with over 20 years of experience serving businesses and nonprofits. Specializes in tax strategy, QuickBooks consulting, and financial planning while maintaining AICPA membership standards.
Doug Nottingham
Accounting Manager
Combines accounting expertise with legal background to assist business transitions and investment planning. Enrolled Agent status demonstrates IRS tax law proficiency across diverse industries.
Patty Estrada
Staff Accountant
Six-year veteran handling bookkeeping and tax preparation across multiple sectors. Continues education while providing hands-on accounting solutions for construction, hospitality, and retail clients.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll processing, bookkeeping, financial statements, and business consulting tailored to small business needs.
Do you specialize in nonprofit organization accounting?
Yes, we offer specialized tax return preparation and financial guidance for nonprofit organizations with complex regulatory requirements.
Can you help with QuickBooks setup and support?
Our certified QuickBooks advisors assist with setup, training, and ongoing support for both desktop and online versions.
What tax planning services are available for individuals?
We offer strategic tax planning for life events like property sales, pension distributions, and investment decisions to maximize savings.
How do you handle trust and estate tax returns?
Our team prepares trust and estate tax returns with expertise in calculating income, deductions, and valuations during probate.
What sets your firm apart from other accounting services?
We combine CPA certification with personalized attention, industry-specific knowledge, and proactive financial strategy development.
Reviews (1)
Marilyn Schmidt
Jan 15, 2016
Report
Very exceptional and understanding people. Highly ethical and accurate and fair in their fees. She truly is easy to talk to. They were recommended by a friend and I have recommended them to others as well.
