Profile
Templeman CPA
ListedTax and Financial Planning Firm in Rancho Santa Margarita
About
About
Templeman CPA is the public profile name for Michael S. Templeman, Inc., a tax and financial planning firm based in Rancho Santa Margarita, CA.
The source materials describe the practice as a small, experienced firm offering services locally and out of state, with an approach centered on each client's individual needs.
Templeman CPA is the public profile name for Michael S. Templeman, Inc., a tax and financial planning firm based in Rancho Santa Margarita, CA. The firm serves individuals, businesses, and corporate clients with accounting and tax support, including tax planning, tax services, bookkeeping, payroll, sales tax, new business formation, and IRS notice or audit help.
The source materials describe the practice as a small, experienced firm offering services locally and out of state, with an approach centered on each client's individual needs. Its listed specialties include income tax planning, estate tax, personal financial planning, and tax return preparation.
Available profile facts also identify CPA credentials and software tools including Bloomberg/BNA, CCH, and Lacerte. Services are listed as in-person, with no remote availability indicated in the provided facts.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| New business formation | In-person | ||
| Bookkeeping services | In-person | ||
| Payroll services | In-person | ||
| IRS notice and audit help | In-person | ||
| Sales tax | In-person | ||
| Tax planning | In-person | ||
| Tax services | In-person | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Active taxpros in Rancho Santa Margarita, CA
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