Certified Public Accounting

About

We have never deviated from our mission of helping people and being dedicated to our clients’ success. All of our personnel participate in regular training, seminars, continuing education programs and conferences to keep us razor sharp on changing laws, principles and practices.

We are members of the California Society of Certified Public Accountants and the Tax Practice and Financial Planning Sections of the American Institute of CPAs. We have successfully completed quality peer reviews approved by the AICPA. The external peer reviews help our professionals continually maintain the quality of their work and are indicative of our commitment to excellence.

Crawford, Pimentel & Co., Inc.’s success rests firmly on the founding principles of quality, integrity, spirit and service that its founders embodied. These principles flourish today among members of an enthusiastic, dynamic group of professionals which collectively assure the firm a strong place in tomorrow’s market. We are large enough to handle the demands of our clients yet small enough to provide the personalized service which our clients should expect

Accounting and Auditing

• Accounting and payroll support
• Accounting procedures and controls
• Audits, reviews and compilations of financial statements
• Bookkeeping services
• Contractual compliance and attestation engagements
• Forecasts and projections
• Internal control evaluations
• Monthly, quarterly and annual reports
• Sales tax returns
• San Jose CPA

Business Consulting

• "What if" analysis
• Bankruptcy, reorganization and liquidation
• Business valuations
• Cost reduction and profit improvement plans
• Evaluation of financing alternatives
• Expansions, goals, state regulations
• Financial needs assessment
• Forecasts, budgets and projections
• Lease/purchase analysis
• Mergers and acquisitions
• Ratio and trend analysis - sales, expenses, cash flow
• Staffing financial personnel
• Strategic and long range planning

Financial Planning

• Analysis of current financial position
• Asset management and investment planning
• Asset Protection
• Cash management and budgeting
• Development of individual financial objectives
• Education planning
• Financial counseling for upper level management employees
• Financial issues of marriage and divorce
• Retirement and financial independence planning
• Risk management and insurance analysis
• Trust and estate planning and compliance

International Tax Services

• U.S taxation of foreign controlled entities
• U.S taxation of resident/non-resident aliens
• U.S. expatriates/inpatriates

Litigation Support

• Assist with litigation strategy
• Expert witness
• Financial analysis of potential settlements

San Jose CPA

Santa Clara CPA

Strategic Planning

• Customer acquisition methods
• Market immersion strategies
• Simulation modeling

Succession Planning

• Life insurance arrangement analysis
• Stock option plans analysis
• Stock purchase/redemption plan assessment

Tax Services

• Accounting, tax preparation and planning for estates and trusts
• Business and personal income tax planning
• Business and personal tax return preparation
• Employee benefit plan compliance
• Entity selection
• Representation before the IRS and other tax authorities
• Tax accounting methods election
• Tax research and planning