Business Details
Your Trusted Fountain Valley Accounting Partner
Jeffrey Kolsin CPA, Inc. has been dedicated to empowering clients through compassionate accounting practices since its founding. Our team specializes in providing tailored financial solutions for individuals, businesses, and non-profit organizations, with a focus on tax compliance, estate planning, and strategic business growth. We prioritize staying ahead of evolving tax regulations to ensure our clients receive accurate, forward-thinking advice. Our commitment to community service and personalized attention sets us apart, as we work closely with clients to navigate complex financial challenges.With expertise in QuickBooks setup, IRS audit representation, and expatriate tax services, we serve as a trusted partner for clients in Fountain Valley, CA and beyond. Our mission extends beyond numberswe aim to reduce client stress while maximizing financial success through transparent communication and ethical practices.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
IRS Audit Help
Elder Care Accounting
Expatriate Tax Services
Non-Profit Support
Business Formation
Payroll Services
Tax Problem Resolution
Highlights and features
- Decades of experience serving Fountain Valley clients
- Comprehensive services from tax preparation to estate planning
- Specialized QuickBooks setup and training expertise
- Proven track record with IRS audit representation
- Compassionate approach to financial challenges
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We specialize in complex returns, including expatriate taxes and non-profit reporting. Our team stays current with changing regulations to maximize deductions while maintaining compliance. Clients receive personalized guidance to understand their tax situation and plan for future obligations.
Estate Planning
We provide comprehensive estate planning support to protect your assets and wishes. Our services include wills, trusts, and tax planning to minimize probate challenges. We coordinate with attorneys to create customized plans that address family dynamics, business succession, and charitable giving while ensuring tax efficiency for beneficiaries.
QuickBooks Setup
Our QuickBooks experts configure accounting systems tailored to your business needs. We handle initial setup, chart of accounts creation, and staff training to ensure smooth implementation. The service includes ongoing support for payroll integration, financial reporting, and system optimization to improve business financial management efficiency.
IRS Audit Representation
We defend clients during IRS audits with professional representation and documentation preparation. Our approach focuses on resolving issues while minimizing penalties. We handle back taxes, lien releases, and payment plan negotiations, leveraging our expertise to achieve favorable outcomes while protecting client interests throughout the audit process.
Non-Profit Support
We specialize in non-profit accounting, including 501(c)(3) applications and Form 990 compliance. Our services cover grant reporting, donor record-keeping, and financial statement preparation. We help organizations maintain tax-exempt status through proper financial controls and provide board training on fiscal responsibilities and budget management.
People
Jeffrey Kolsin CPA
CPA
Jeffrey Kolsin CPA is a licensed CPA with decades of experience in tax strategy and financial planning. He specializes in complex tax issues, business succession planning, and non-profit accounting. His client-focused approach emphasizes clear communication and practical solutions for individuals and organizations in Fountain Valley.
Cindy
Client Services
Cindy provides essential client support with over 15 years of accounting experience. She assists with day-to-day financial management, QuickBooks implementation, and tax preparation processes. Her organizational skills ensure smooth coordination between clients and the accounting team for timely service delivery.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including payroll processing, financial statement preparation, cash flow management, and tax compliance. Our services also include QuickBooks setup and training to help business owners maintain accurate financial records.
How can you help with IRS tax problems?
We assist with IRS audits, back tax filings, payment plan negotiations, and lien/levy releases. Our team works to resolve tax issues while minimizing penalties and ensuring compliance with current tax regulations.
Do you offer estate planning services?
Yes, we provide comprehensive estate planning services including wills, trusts, and tax planning strategies. We help clients protect assets, plan for business succession, and ensure their wishes are carried out through proper legal documentation.
Can you help expatriates with US tax requirements?
We specialize in expatriate tax services, including foreign earned income exclusions, FBAR filings, and compliance with US tax obligations for Americans living abroad. Our team helps minimize double taxation through proper treaty application.
What QuickBooks services do you provide?
We offer QuickBooks setup, data migration, customized training, and system troubleshooting. Our experts ensure proper configuration for your business type and provide ongoing support to maintain accurate financial records.
Reviews (3)
Nesrin H.
Apr 20, 2022
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I'm so honored to be his client. He is so smart honest and truthful. Him and his wife have been wonderful. So blessed I found a great man to help with my taxes. Thank you so much.
Marian Ryan
Apr 24, 2018
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I have had my taxes prepared for more than three decades and I have never experienced the extraordinary kindness, genuine attention to me and my situation and commitment to my financial future as I had last Friday with Jeffrey. I would highly recommend him; Jeffrey also taught me some personal lessons about how we often go through our day operating on false impressions about others.
Nichoelle F.
Jun 14, 2016
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Jeffrey and his wife Cindy are always professional yet make us feel like family. I've been a client for several years. I can trust them with my finances and would recommend them for your tax needs.
