Joseph T. Surrell — CPA in Temecula, California
JT
Joseph T. Surrell
Certified Public Accountant
|
Licensed in California
Verified
Licensed
32146 Camino Seneco, Temecula, California 92592
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About Joseph T. Surrell
Based in Temecula, California, Joseph T. Surrell provides accounting services for a diverse range of industries, including architects, healthcare, and technology.
With over 20 years of experience, he specializes in basic accounting services, small business accounting, and tax compliance, helping entrepreneurs and startups navigate complex financial regulations.
His expertise also extends to bookkeeping and financial statement compilation, as well as sales tax compliance, ensuring clients remain compliant with state and federal requirements.
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
Non Profit Organizations
Dentists And Doctors
Insurance
Homeowners Associations
Arts And Creative Services
Lawyers
Construction
Farming And Agriculture
Real Estate
Architects
Retail
Automotive
Wholesalers
Software Design
Imports
Exports
Hotels
Interior Design
Healthcare
Manufacturing
Gas And Oil
Technology
Motels
Leasing Companies
E Commerce
Transportation
Enviornmental Services
Information Systems
Mortgage Banking
Resturants
Equipment Leasing
Entertainment
Colleges And Schools
Internet
Computer Consulting
Textiles
Embroidery
Thoroughbreds
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.
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