Sign In Get Started

Philip J. Herrera — CPA in Claremont, California

PJ

Philip J. Herrera

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
237 W Fourth St, Claremont, California 91711 View on Maps

About Philip J. Herrera

Based in Claremont, California, Philip J. Herrera is a certified public accountant with over 10 years of experience providing financial guidance to individuals and small to medium-sized businesses.

His services encompass bookkeeping and financial statement compilation, as well as individual and business tax return preparation, ensuring accurate and timely filings.

As a seasoned accounting professional, Herrera specializes in basic accounting services, business tax services, and financial planning, helping clients navigate complex financial situations.

His expertise spans the needs of individuals and families, as well as small and medium-sized businesses, making him a versatile resource for a wide range of clients.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Claremont

AR
Adrienne R. Long
Claremont, California
JA
John A. Mccabe
Claremont, California
SL
Sandra L. Shervington
Claremont, California
JD
James D. Taylor
Claremont, California
MD
Marcus D. Choudhary
Claremont, California
L
Louis Motisi
Claremont, California

Contact Philip J. Herrera

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns