Sign In Get Started

Theresa M. Alley — CPA in Trabuco Canyon, California

TM

Theresa M. Alley

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
3 Tucson, Trabuco Canyon, California 92679 View on Maps

About Theresa M. Alley

Based in Trabuco Canyon, California, Theresa M. Alley is a certified public accountant with over 15 years of experience in providing bookkeeping and financial statement compilation services to family-owned enterprises and various business structures.

Her professional expertise includes basic accounting services, financial planning, and small business accounting, with a focus on guiding clients through complex financial situations.

Theresa's practice also offers IRS representation services to individuals and businesses facing tax-related issues, leveraging her knowledge and experience to help resolve disputes and achieve favorable outcomes.

Theresa M. Alley's work is characterized by a commitment to accuracy, attention to detail, and a dedication to understanding the unique needs of each client.

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 Trabuco Canyon

WA
Wayne A. Parker
Trabuco Canyon, California
CW
Charles W. Daniel
Trabuco Canyon, California
BL
Betty L. Weidman
Trabuco Canyon, California
DR
David R. Griffiths
Trabuco Canyon, California
RL
Robert L. Stockton
Trabuco Canyon, California
GS
Gordon S. Maclean
Trabuco Canyon, California

Contact Theresa M. Alley

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