At Douglas R. Ashbrook CPA, I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

In addition, we have the ability and knowledge to file in every state with a tax filing requirement.

From start-ups to established enterprises, non profit and for profit businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Douglas R. Ashbrook, CPA's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

• General ledger and financial statement preparation
• Accounting system setup and support
• Cash flow budgeting and forecasting
• Personal financial statements
• Corporate tax planning and return preparation
• Litigation support

At Douglas R. Ashbrook, CPA, I focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Debt and finances advising
• Mergers and acquisitions
• Transaction structuring and negotiations
• Business succession

Professional representation can be vital during an audit, and my experience with tax authorities enables me to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with my firm can put many of your worries at bay. I am ready and willing to answer any and all questions the IRS may be asking of you.

Effective estate and trust planning can ensure financial security for loved ones. In addition, we play a vital role in executing your wishes for your beneficiaries with thought out strategies for asset management and security. For businesses, it can maintain a smooth succession of ownership. Douglas R. Ashbrook CPA's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

We work and refer to some of the eminent global wealth management firms in San Diego. Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. In conjunction with our wealth management partners, we can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Douglas Ashbrook CPA offers the following solutions to help meet your QuickBooks needs:

Pro-Advisor status to help you work through Qbooks.

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. In order to be cost-effective, we partner with a degreed accountant that can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. Once the books are in order, then they sent up to our level to do what you need a CPA to do.

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Douglas R. Ashbrook, CPA can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.