top of page

Practice Areas & Approach

Your CPA should be very good at anticipating and creating opportunities for you and your business. Whether it's lowering your tax burden or helping you create a strategic day-to-day profitable operational business plan, Mann & Associates offers a wide range of services--specializing in financial reporting and assurance, tax accounting, and management accounting.

Financial Reporting
& Assurance

 

Compilations, reviews, audits for not-for-profit and non-public companies. Preparation of financial statements including notes to the financial statements.

Tax Accounting

 

Planning and compliance for individuals, corporations, not-for-profit partnerships, LLCs / LLPs, estates and trusts, as well as IRS and FTB representation.

 

 

Management Accounting
 

Accounting systems/ procedures, profit planning, forecasting and budgeting, as well as financial analysis for investment, estate, retirement and college funding planning.

 

 

Proactive

With Mann & Associates as your CPA firm, you'll discov­er a uniquely different kind of accounting ad­visor. True, we provide traditional ac­counting and tax services, but more important­ly we take a proactive, rather than reactive, approach in regards to your business, tax and financial needs. We analyze, assess and advise clients based on advanced training, technical expertise, experience and financial acumen. We provide in-depth, personalized service that is both performance and results oriented. We help businesses make better use of their resources-while increasing their efficiency and profitability.

Personable

In today's marketplace you need an advisor that's approachable, accessible and responsive--one that goes beyond the basics. You need someone to identify key planning opportunities that will help minimize both your current and future tax liabili­ties. By working as your "as-needed business partner" we design successful business solu­tions. We explore strategic ideas that may pro­vide long-term benefits for your financial future. Unlike the majority of CPAs and tax advisors, we encourage on-going communication with clients to facilitate the discovery of opportuni­ties as they present themselves.
 

Professional

We are members of the Private           Companies Practice Section of the American Institute, of Certified Public Accountants (AICPA). Membership in the AICPA is voluntary--not given. With membership, CPAs are guided and directed by The Code of Professional Con­duct which ensures competence, independence, integrity and objectivity. The firm participates in a peer review of their quality control proce­dures. In addition each member CPA is re­quired to attend a minimum of forty hours of continuing education each calendar year. The firm is also active in the California Society of CPAs.

bottom of page