ADVANTA ACCOUNTANCY INC.

Advanta Accountancy Inc. is a certified public accountant (CPA) and financial advisory firm based in California, U.S.A, but our presence and expertise span far beyond the borders of the Golden State. We offer a broad range of services for corporations, business owners, executives, and independent professionals. We build integrity, combining deep professional knowledge with applied forward-thinking, to build trust.

MISSION

We provide a consultative approach to the unique aspects of each business and individual we work with; foster life-long relationships by helping each achieves their goals through value-added planning, utilization of technology, and more personalized interaction with our clients.

CLIENTS

We represent companies at every stage of development, from small business, entrepreneurial start-ups to global corporations, with the variety of industries, including information technology, the blockchain, life science, energy and clean technology, media and entertainment communications, construction, retail, e-commerce, education, and financial services.

SERVICES

Corporate Finance Team Support include company incorporation and dissolution, type of entity selection, accounting system setup, bookkeeping (monthly/quarterly/annually), general ledger & financial statement preparation, litigation support, payroll, employee benefit plan, corporate retirement plan, internal control, business valuations, ESOP advisory & consulting, cash management reviews, cash forecasting modeling, mergers &acquisitions transactional analysis and due diligence, corporate taxation, cost segregation, international tax, nonprofit taxation, pass through taxation, state & local tax (SALT), sales and use tax nexus review, tax credits & incentives, R&D tax credits, transactional advisory & support, transfer pricing, payables management, receivables management, representation before the IRS, federal estate tax examination, federal gift tax examination, respond to tax notices, state tax audit, and property tax audits.

Private Client Service include tax returns preparation, tax planning, IRS and state tax examination and audit, family wealth services, trusts and estates planning, charitable planning - CRUTs & CLTs, donor advised funds, private foundations, ESBTs & QSSTs as owners of closely-held stock, foreign tax credit utilization, like-kind exchanges, retirement planning - qualified plans, IRAs and Roth IRAs, planning for change in residency, foreign bank account reports (FinCEN Form), statement of specified foreign financial assets (Form 8938), foreign corporation reporting (Form 5471), foreign partnership reporting (Form 8865), foreign trust reporting (Form 3520&3520-A), PFIC reporting (Form 8621), estate tax returns (Form 706), expatriate income tax returns, fiduciary income tax returns (Form 1041s for trusts and estates), gift tax returns (Form 709), private foundation income tax returns (Form 990-PF), etc.

We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. The BDO Alliance USA brings us the necessary tools to help us better serve our clients with greater flexibility, efficiency and cost effectiveness. By supplementing our services, the BDO Alliance USA allows us to:

• Enhance our client services and broaden our capabilities overall
• Expand our domestic and international coverage
• Gain greater technical knowledge in specialty areas
• Utilize professionals with experience in a wide range of industries
• Access the most up-to-date technical information
• Participate in the latest training programs
• Provide our clients with key contacts and sophisticated professionals throughout the U.S.

The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 65 offices and over 750 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 91,000 people working out of more than 1,600 offices across 167 countries.