Our Business is to Grow Yours

Our Firm

TOWN CENTER BUILIDNG 2677 N. Main Street Suite 460
Santa Ana, California
92705

Santa Ana, California Accountants Tax and Business Advisors ..........................................., Ben F. Lozano CPA Inc.

We are a full-service Accounting firm licensed in California. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

We provide outstanding service to our clients because of our dedication to professionalism, responsiveness and quality.

Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

Learn more about our Accountants Tax and Business Advisors ........................................... firm in Santa Ana, California...

What We Do Best

Successful Transition Process of Working ON the Business, Instead of Working IN the business


CLIENTS BOOKS:

• Foundational Basics for Good Reporting and Analysis:
• Proper codings
• Set up new accounts
• Format financial statements
• Adjusting journal entries
• Periodic list of predetermined information to be provided for financial statement preparation
• Communication

PREPARATION OF FINANCIAL STATEMENTS:

• Financial Statements and Supplemental Statements:
• Balance Sheet
• Profit and Loss
• Statement of Cash Flow
• Comparative Analysis of Operations
• Performance Report with key ratio analysis and performance indicators • Banking relationship assessment
• Communication

PROJECTIONS FOR:

• Taxable Income and Cash Flow
• Business Growth What if Senarios:
• Pricing changes
• Sales growth
• Additional sales force
• Additional assets
• Cost of Sales analysis
• Overhead Expense analysis
• Communication

TAX PLANNING:

• Optimal Taxable Income Planning
• Officers Salaries and Withholdings Planning
• Retirement Plan Fitment
• Estimated Tax Payments (if required)
• Advanced Planning Concepts
• Communication

ESTATE PLANNING:

• Optimal Family Planning
• Succession Planning
• Optimal Taxable Income Planning
• Advanced Planning Concepts
• Communication

Our Firm Will Assist in Helping You Obtain Your Successful Transition Process.

Free Consultation