Professional Tax Services for
California Businesses
Stay compliant, optimize your tax position, and reduce stress with WAC CPA. Our tax and financial services cover individual, corporate, and estate taxes, plus planning and issue resolution. You get accurate filings, strategic advice, and peace of mind, so you can focus on running your business.
Your Partner for Strategic Tax Planning
Taxes can be complex, time-consuming, and costly if not managed correctly. We provide comprehensive tax services that go beyond filing returns. From planning and compliance to risk assessment and IRS representation, we help you reduce liability, stay compliant, and make informed financial decisions. Whether you’re a business owner, investor, or property manager, our services are designed around your goals.
What Our Tax Services Include
Our tax services provide both compliance and strategy. We prepare, review, and advise so that you can minimize risk and maximize opportunity.
Individual, Corporate & Estate Tax Preparation
Strategic Tax Planning & Advisory
Year-End Tax Optimization
Sales Tax Compliance & Consulting
IRS & State Representation
Tax Risk Assessment & Mitigation
The Impact of Our Accounting Services
Posted on Brittany CherryTrustindex verifies that the original source of the review is Google. We can’t rave enough about Walters Accounting! They’ve been an absolute game-changer for me. From day one, they brought clarity, professionalism, and strategy to my finances in a way that made me feel empowered and in control. Whether it was navigating complex tax questions, cleaning up our books, or helping us set up systems that actually work for my business, they’ve been proactive, responsive, and genuinely invested in my success. It’s rare to find a firm that blends deep financial expertise with such a warm, personalized touch, but they do it with ease. I can't recommend them enough! If you’re looking for accountants who go way beyond the numbers, look no further. Total pros.Posted on Tanner FanjoyTrustindex verifies that the original source of the review is Google. Walters Accountancy has been a game-changer for my business. Their accounting services are top-notch - accurate, timely, and tailored to my needs. They caught costly errors from a previous provider and helped me restructure my financials, ultimately saving my business thousands. I trust them completely and highly recommend their services to any business owner looking for reliable support!Posted on Kamo JurnTrustindex verifies that the original source of the review is Google. Walters Accountancy is a preferred professional partner for our clients. As a Financial Advisor with the Global Wealth Solutions for Raymond James, we work around the client's table with the best book keepers, CPAs, Fractional CFOs, business managers and attorneys. We are privileged to work with WAC.Posted on Dorel MuresanTrustindex verifies that the original source of the review is Google. I’ve been working with Ian for some time now, and I couldn’t be more pleased with the level of service he provides. He is knowledgeable, detail-oriented, and always takes the time to explain everything clearly. Whether it’s tax planning, filing, or general financial advice, Ian consistently goes above and beyond to ensure everything is accurate and stress-free. His professionalism and responsiveness have made a big difference for my peace of mind. I highly recommend Ian to anyone looking for a reliable and trustworthy accountant.Posted on LincolnTrustindex verifies that the original source of the review is Google. Kathryn has helped our business tremendously. She is patient, knowledgeable, and detailed, and she gives the best advice for your business, not just for the short term but to help set you up for success for years to come. I recommend her to everyone I know, and everyone has been very grateful for the recommendation. Her prices are fair, and her service is top notch.Posted on Aubree StormTrustindex verifies that the original source of the review is Google. We came to Walters Accountancy Corporation to help transition our company away from a previously messy bookkeeper and to grow and better understand our corporation’s back end finances. Kathryn and Ian have been instrumental in giving us a more hands on approach with Quickbooks online and teaching us how to navigate not only a new system but better business practices. The WAC team have been incredibly supportive, responsive and knowledgeable along the way. This transition could have been difficult and messy and not only was it achieved smoothly it was done quickly. We feel supported and understood by WAC and are beyond grateful to be working with them and look forward to continued work with them. Highly recommend!Posted on Scott KimTrustindex verifies that the original source of the review is Google. I've known Ian and his family for the better part of the last decade, and as a single, entrepreneuring individual, they'd always lended a hand with everything from personal taxes, to understanding risks and workarounds with my own business. It's clear that the Walters family have dedicated themselves to being experts with all things accounting, and as a team with Ian in charge, they've found a way to be able to share their expertise and full attention with the partners that they work with even with the steady growth of their presence in the market. If you're looking for fast, cost-effective, and attentive service, Walters Accountancy is the right place to be!Posted on Oana GrigorutTrustindex verifies that the original source of the review is Google. WAC helped me set up my business and made everything feel way less overwhelming. I had no idea how to use QuickBooks before, but now I actually feel on top of everything. Their team is super helpful and easy to work with. It’s been such a great experience!Posted on Edward FarleyTrustindex verifies that the original source of the review is Google. The team here were great to work with. Our company had a long list of items needed to be done in a very short period of time and the Walters team handled it exceptionally. They provided great advice and we will be using them on a monthly basis.
Take Control of Your Tax Strategy Today
Ready to Get Started with
Tax Services?
Submit the form and tell us more about your business. Our team will reach out to discuss your tax needs and create a strategy tailored to your situation.
California Tax Experts You Can Trust
With over 35 years serving businesses and individuals across Los Angeles and Ventura County, we combine CPA expertise with practical experience. You get accurate filings, strategic planning, and representation, all designed to reduce risk and help you keep more of what you earn.
Maximize Your Tax Savings
Use our free Profitability Assessment Calculator to uncover potential tax savings and identify opportunities to optimize your business finances.
Why Clients Choose WAC CPA for Tax Services
- Accurate, IRS-compliant tax filings for individuals and businesses.
- Strategic guidance to minimize liability and optimize planning.
- Sales tax expertise and state compliance support.
- Expert representation in case of IRS or state issues.
- Personalized advice tailored to your industry and business structure.
How We Handle Your Taxes Step by Step
-
Discovery & Assessment
Review your current tax situation, filings, and obligations. -
Planning & Strategy
Identify deductions, credits, and planning opportunities. -
Preparation & Filing
Accurate preparation of federal, state, and local returns. -
Review & Optimization
Ensure filings are compliant and tax position is optimized. -
Representation & Issue Resolution
Support in audits, notices, or disputes.
Tools That Simplify Tax Management
We use QBO, Xero, NetSuite, Sage, ADP, Paychex, Melio, Bill.com, and other systems to ensure accurate reporting, streamlined data, and secure collaboration.
Tax Services for Every Industry
We support businesses where accuracy matters: supply chain, trade services, entertainment, property management, and CPG. Each business receives tax planning and compliance tailored to its operations and goals.
Supply Chain
Trade Services
Entertainment
Property Management
CPG
Serving Businesses Across Los Angeles & Ventura County
WAC CPA operates remotely, providing tax and financial services to businesses throughout Los Angeles and Ventura County.
Our virtual setup ensures secure document sharing, timely communication, and efficient service wherever your business is located.
Los Angeles
Ventura County
Let Us Handle Your Taxes While You Focus on Growth
FAQs
What types of tax services do you offer?
We provide individual, corporate, and estate tax preparation, strategic planning, sales tax consulting, and IRS representation.
How can I reduce my tax liability?
Through proactive planning, deduction and credit optimization, and timing strategies aligned with your business goals.
Do you handle state and local taxes?
Yes. We manage compliance and filings for all relevant states, including sales tax and local business taxes.
How do you support IRS or state audits?
Our team can represent you, respond to notices, and resolve issues efficiently while ensuring compliance.
Can you help with year-end tax optimization?
Absolutely. We review your financials and suggest strategies to reduce your liability before the fiscal year closes.
How do I get started?
Book a free consultation or submit our contact form. We’ll review your current tax situation and outline a clear strategy tailored to your business.
How long do I need to keep records for tax purposes?
Typically 3–7 years depending on the type of record, deductions, or property.
CPA vs CFA—what’s the difference?
CPA focuses on accounting, auditing, and taxes. CFA specializes in investment analysis and portfolio management.
CPA vs Tax Advisor—what’s the difference?
A CPA handles compliance, filings, and can represent you before the IRS. A tax advisor focuses on planning and strategy but may not be licensed as a CPA.
What is a tax filing status?
Your filing status—single, married filing jointly, head of household, etc.—determines rates, deductions, and eligibility for credits.
Are investment expenses deductible?
Some investment-related expenses are deductible if ordinary and necessary for generating taxable income, subject to IRS rules.
How long do I need to keep records for sales tax?
Typically at least 4 years, but some states recommend longer for audits or credits.