Service Details
Tax Preparation and Planning
Federal and California returns for individuals, small businesses, S corporations,
partnerships, trusts and estates. We plan through the year, covering estimated
payments, entity structure and California differences, so the return in April
holds few surprises.
Compilations, Financial Statements and Bookkeeping
Compiled financial statements for management and owners under SSARS AR-C 80, and
prepared financial statements under AR-C 70. A compilation presents management's
financial information as financial statements without assurance. Hay CPAs does not
perform audits or reviews.
Bookkeeping, month-end close and prior-period cleanup are available, so the
statements and the tax return start from the same reconciled books.
How Concierge Engagements Work
You work directly with Andrew Hay, CPA. It starts with a free initial
consultation, followed by a written scope and fee proposal. Many clients work with
us remotely. Engagements can be one-time, such as a tax return or a compiled
financial statement, or ongoing through the year.
Frequently Asked Questions
What services do you provide?
Federal and California tax returns and compiled financial statements for
individuals, small businesses, S corporations, partnerships, trusts and estates.
Bookkeeping and tax planning during the year are available, so the numbers tie
from the ledger to the return.
What is the difference between a compilation and an audit or review?
A compilation presents management's financial information in the form of financial
statements and provides no assurance. Compilations and preparation engagements do
not require independence. Hay CPAs does not perform audits or reviews. If a lender
or regulator requires assurance, we will say so up front so you can engage an
independent firm.
How much does it cost?
Fees depend on scope and complexity. After a free initial consultation, we send a
written scope and fee proposal so you know the cost before work begins.
Where are you located and what areas do you serve?
Hay CPAs P.C. is at 25876 The Old Road, Suite 216, Stevenson Ranch, CA 91381.
Office hours are Monday to Friday, 9:00 a.m. to 5:00 p.m. We serve Stevenson
Ranch, Santa Clarita, Valencia, Thousand Oaks, Agoura Hills, Calabasas, Westlake
Village and the surrounding Los Angeles County area, plus remote clients.
How do I get started or switch CPAs?
Call 818-465-8671 or email us from the Contact section to schedule a free
consultation. Send your most recent financial statements or tax return, and we will propose a scope
and timeline. We can coordinate the handoff with your prior accountant.