Sign In Get Started

Robert J. Baltes — CPA in Indian Wells, California

RJ

Robert J. Baltes

Certified Public Accountant | Licensed in Ohio
0.0 (0 reviews)
Verified Licensed
75294 St Andrews Ct, Indian Wells, California 92210 View on Maps

About Robert J. Baltes

Based in Indian Wells, California, Robert J. Baltes has been providing accounting and tax services for over 20 years. His practice focuses on general accounting and advisory services, including retirement account tax reporting, to help entrepreneurs and family-owned enterprises navigate complex financial matters.

With specializations in basic accounting services, business tax services, and individual tax services, Baltes brings a comprehensive understanding of financial needs and regulations to each client.

Whether advising on tax planning or financial reporting, Baltes' extensive experience has allowed him to develop a practical approach to addressing the unique challenges faced by small businesses and individual taxpayers.

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 Indian Wells

TR
Thomas R. Davis
Indian Wells, California
C
Christine Gardiner
Indian Wells, California
TT
Travis T. Erwin
Indian Wells, California
JA
John A. Schroeder
Indian Wells, California
MB
Mary B. Pope
Indian Wells, California
WT
Whitney T. Lu
Indian Wells, California

Contact Robert J. Baltes

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