A Commitment to Quality and Excellence
Tax & Accounting Services
CUONG LE CPA, Inc is poised to helping clients achieve its financial goals. We take time to build personalized quality services by challenging ourselves and pushing boundaries. Communications, close contact and forward-thinking solutions enable us to maintain long-term relationships with our clients.
Below are listed services that we offer:
Healthcare CPA
We gauge our worth by the personal and health care financial successes of our doctors. We help assess the best value from your complex business transactions, identify areas affecting your Practice’s profitability and growth, as well as develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address issues to achieve your financial goals.
This includes but not limited to:
- Potential Targets Evaluation / Pre-Acquisition Due Diligence
- Buy-side Financial Due Diligence and Tax Effects
- Sell-side Financial Due Diligence and Tax Effects
- Analysis of Tax Consequences of Agreements and Contracts
- Working Capital Assessment
- Business Plans Assistance
- Financing Procurement and Loan Covenant Compliance
- Forensic Accounting and Fraud Prevention
- Management Turnaround
- Expert Witness
Tax Audit Representation
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:
- Individual and Small Business Audit Defense
- Installment Payment Negotiations
- Offer in Compromise
- IRS Appeals
- Payroll Tax Issues
- Sales and Use Tax
Estate & Trust Tax Preparation
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
- Trust and estate tax return preparation
- Private foundation and exempt organization tax return preparation
- Gift tax returns and planning for lifetime gifts
Forensic Accounting
We use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.
- Lost Profit and Earnings Analysis
- Asset Tracing
- Investigation of Improper and Fraudulent Practices and Assessment of their Impact
- Record Reconstruction
Write-Up, Payroll & Specialized Services
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.
From helping to secure financing and establish banking relationships, to assisting in a wide range of business functions, Cuong Le CPA, Inc has the technical knowledge, business acumen and dedication to truly serve as a partner in the growth and development of our clients’ organizations.
Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.
Our qualified staff can assist with the day-to-day tasks associated with bookkeeping for doctors, dentists and other health care professionals.
Wealth & Business Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Insurance Services
You work hard and protecting your financial security is important. We are independent advocates offering strategic insurance advice, risk and claims management, and the lowest premiums for appropriate coverages on business insurance, employee benefits, life insurance, health insurance and personal insurance.