Sterling CPA Firm Empowers Clients

Sterling Certified Public Accountants, Inc. is a full-service Certified Public Accounting firm licensed in California. All Sterling certified public accountants have California State CPA Certificates. The firm’s partners–Evelyn Saunders, Chetan Shah, and Dan E. Thompson–have 80 years of combined experience as tax and accounting professionals. According to firm officials, its mission is to provide timely and accurate services and education with care and integrity and its purpose is to empower clients to make informed decisions about their future and have peace of mind.

“We are a one-stop shop for tax, finance, and retirement planning,” says Saunders, who notes that the firm usually responds to inquiries within 24 hours. “We have a financial advisor in-house to help our clients and guide them in their financial and retirement planning needs. We truly care for our clients. We strive to provide quality and dependable service, and we treat our clients with care and respect.”

Sterling provides a broad variety of tax and accounting services for businesses, nonprofits, and individuals. Business offerings include small-business accounting, bookkeeping, payroll, part-time CFO services, cash-flow management, financial planning, litigation support, and more. The firm also welcomes clients who seek a second opinion or who want a comprehensive analysis of or guidance on their specific tax or accounting issues.

Company owners may profit from a Sterling analysis to determine which type of business structure offers the most tax benefits. A sole proprietor making about $50,000 in net income may want to consider creating an S-Corporation or C-Corporation, for example, depending on the specific details of the company. Sterling was able to show one client recently how to save about $15,000 in taxes annually by shifting from a sole proprietorship to another form of business. “The tax savings would even be higher by having a retirement plan set up in the business,” notes Saunders.

The firm’s three partners worked independently for many years until they decided to merge their individual companies together into Sterling Certified Public Accountants, Inc. At the time the new firm was created, Thompson already had an office at Hacienda. Since the other two partners liked the location for its accessibility, the Hacienda office, which has a staff of 12, became the headquarters for Sterling. The firm also has an office in Scotts Valley and San Jose.

The partners support the local community in a variety of ways. Saunders, for example, has taught financial literacy seminars for students at California State East Bay in Hayward and at San Francisco State University. Hacienda tenants are invited to attend the firm’s monthly seminars. “We are in the process of putting monthly tax and retirement seminars, “ says Saunders. “We have a beautiful conference room in the building that we want to take advantage of.” Topics will include Upcoming Tax Changes Everyone Should Know About, Selling or Transitioning Your Business, Identity Theft, Asset Allocation, Do I Have Enough to Retire, Funding Long-Term Care, and Business Structuring.

For more information about Sterling Certified Public Accountants, Inc., please visit www.sterlingcpas.net or call (925) 425-9307.

Share this page!