Paul F Spann CPA - Rancho Santa Margarita, California

Introduction to Paul F Spann CPA

Paul F Spann CPA, based in Rancho Santa Margarita, California, is a professional accounting firm offering an array of services tailored to meet the individual and business needs of its clients. With a commitment to providing personalized, high-quality service, Spann & Associates has been serving the community for years, earning a reputation for expertise and reliability.

Main Services

• Small Business Accounting: Spann & Associates offers comprehensive accounting services for small businesses, including financial statements, budgeting, and financial forecasting.
• Bookkeeping Services: The firm provides bookkeeping services, ensuring accurate financial records to support informed decision-making. Services include accounts payable and receivable, payroll, and bank reconciliations.
• Part-Time CFO Services: For small businesses that don't require a full-time CFO, Spann & Associates offers part-time CFO services, providing high-level financial strategy and oversight.
• Cash Flow Management: The firm helps businesses manage their cash flow effectively, ensuring they have the resources needed to operate and grow.
• Business Advisory Services: Spann & Associates offers business advisory services, providing strategic guidance to help businesses reach their goals.
• New Business Formation: The firm assists in the formation of new businesses, including choosing the right business structure and handling the necessary paperwork.
• Individual Tax Preparation: Spann & Associates provides individual tax preparation services, ensuring clients take advantage of all applicable deductions and credits.
• Tax Preparation for Businesses: The firm offers tax preparation services for businesses, including corporations, partnerships, and LLCs.
• Tax Planning: Spann & Associates provides tax planning services, helping clients minimize their tax liability and maximize their after-tax income.
• Estate & Trust Tax Services: The firm offers estate and trust tax services, ensuring clients' hard-earned assets are protected and distributed according to their wishes.
• Online Resources: Spann & Associates provides online resources such as downloadable tax forms and publications, financial calculators, news, and links to other useful sites to assist clients in the tax process and financial decision-making.

Location and Access

Paul F Spann CPA is conveniently located at 30211 Avenida de las Banderas #200, Rancho Santa Margarita, CA 92688, United States, in the heart of Orange County. The office is situated in a modern, professional building with easy access from the I-5 and I-241 freeways. There is ample parking available, including a wheelchair-accessible car park.

Featured Characteristics

• Experienced Professionals: Paul F Spann CPA is staffed by experienced certified public accountants (CPAs) who stay up-to-date with the latest tax laws and accounting practices.
• Personalized Service: The firm prides itself on providing personalized service, taking the time to understand each client's unique needs and goals.
• Responsive Communication: Spann & Associates values open communication and responds promptly to client inquiries and concerns.
• Technologically Advanced: The firm utilizes the latest accounting software and technologies to provide efficient and accurate services.
• Community Involvement: Paul F Spann CPA is actively involved in the local community, supporting various charitable and civic organizations.

Practical Information

• Contact Information: You can reach Paul F Spann CPA at 714-870-6278 or via email through their website's contact form. The firm's website is located at spanncpa.com.
• Operating Hours: The office is open Monday through Friday, 8:30 am to 5:00 pm. However, appointments are recommended, especially for more complex services.
• Appointments: To ensure a productive meeting, it's recommended to schedule an appointment before visiting the office. Appointments can be made via phone or through the website's contact form.

Client Reviews and Testimonials

As of now, Paul F Spann CPA has not received any reviews on Google My Business. However, the firm's website features testimonials from satisfied clients praising the professionalism, responsiveness, and expertise of the staff. One client noted, "'Spann & Associates has been our CPA firm for over 10 years. They have always provided excellent service and expertise.'" Another client commented, "'Paul and his staff are very professional and efficient. They make the tax process easy and stress-free.'"