Profile
Integrated Accounting & Tax Services, Inc.
ListedMontrose Accounting and Tax Firm
About
About
Integrated Accounting & Tax Services, Inc. is a Montrose, CA accounting firm serving business owners, executives, independent professionals, and individuals.
Its services include tax planning, compliance, and preparation, small business accounting, payroll, personal financial planning, estate planning, and support for nonprofit organizations.
Integrated Accounting & Tax Services, Inc. is a Montrose, CA accounting firm serving business owners, executives, independent professionals, and individuals. The firm provides accounting and tax support for clients who need help organizing financial records, managing compliance needs, and planning around personal or business tax matters.
Its services include tax planning, compliance, and preparation, small business accounting, payroll, personal financial planning, estate planning, and support for nonprofit organizations. Business-focused capabilities also include part-time CFO services, cash flow management, bank financing support, business valuation, internal controls, and new business formation.
The firm also offers QuickBooks setup and training for clients who want help using accounting software more effectively. Source materials identify the practice as licensed in California and list CPA credentials in the provided profile facts.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| QuickBooks/Xero setup | Standard | ||
| Payroll services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Montrose, CA
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