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SERVICE INQUIRY FORM 

All tax and accounting services will be engaged under my employer, a highly ranked, regional, pubic accounting firm based in Southern California. As Tax Manager, I would manage your requested service from preparation to completion. Please review our firm's client market base below to verify our services are a fit for your request. 

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CLIENT MARKET BASE

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Individuals

Taxable Income greater than $300K

Nonprofits

Gross Annual Income greater than $250K

Trusts

Income Producing Trust Assets with fair market value greater than $500K

Small Business

Gross Annual Revenue greater than $250K

Service Inquiry
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ABOUT

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The mission of The Little CPA is to share information I have learned as a Certified Public Accountant that will

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1) educate my community on tax and other financial systems, and
2) help my community make wise financial decisions.
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Inspired by Proverbs 27:23-27.
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Click here to learn more!

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