Sign In Get Started

Joseph R. Souza — CPA in Lakewood, California

JR

Joseph R. Souza

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
4702 Oliva Ave, Lakewood, California 90712 View on Maps

About Joseph R. Souza

Based in Lakewood, California, Joseph R. Souza has been providing accounting services since 2005.

With a focus on serving entrepreneurs and startups, as well as small and medium-sized businesses, he offers a range of services including payroll processing and compliance, sales tax compliance, and individual tax services.

His expertise includes basic accounting services, helping clients manage financial records, and providing guidance on financial planning and budgeting to support business growth.

Joseph specializes in assisting small businesses with their accounting needs, from financial statement preparation and tax planning to auditing and compliance services, ensuring that clients are in compliance with relevant tax laws and regulations.

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 Lakewood

N
Nathan Wilamowsky
Lakewood, California
OH
Orlando H. Hardy
Lakewood, California
R
Rachel Herzberg
Lakewood, California
ES
Emelita S. Sumague
Lakewood, California
VT
Veronica T. Donnan
Lakewood, California
Y
Yessenia Henriquez Alcala
Lakewood, California

Contact Joseph R. Souza

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