Lifeway Tax Accounting Bookkeeping
La Habra, California, Orange
(7)
La Habra, California, Orange
(7)
We offer the following services:
- Organize and register business entities (corporation, LLC, partnerships, non-profit entities)
- Perform recurring bookkeeping services online thru Quickbooks Online Accountant
- Perform special project engagements such as set-up accounting system, inventory costing system, business valuation, special and year end audit, compliance audit, assist you prepare accounting intensive business proposals (DCAA or FAR compliant)
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7 customer reviews
Carmen Antonio
Excellent customer service!! Prompt, reliable, friendly and yet professional service and support!
Rich DeCou
Very helpful in answering questions and expediting e-file submission.
Thelma Mondonedo
Very professional and knowledgeable of tax laws. If anyone would like a higher level of tax accounting services, I will recommend switching to Lifeway Tax Accounting. Victor is also a friend who is honest, reliable and experienced accountant and tax preparer. More...
Lauren N.
Victor is very kind and patient. He is always very accommodating to my schedule and flexible. He makes tax filing quick and painless. Also, a very fair price. I will always go back to Victor and would recommend him to EVERYONE! More...
Reviewed on Yelp
Helen W.
My husband and I used to file taxes with a preparer who rushed through our documents and knew very little about our special circumstances, which took a toll on us financially. Once we connected with Victor, the experience was a world of difference. Victor was so incredibly patient and full of wisdom as he guided us through the tax filing process for our family. My husband is a pastor and we were ignorant of the tax benefits for his profession. Victor's recommendations on our taxes and special circumstances spoke not only to his wealth of experience in the field, but also to his genuine care for his clients. We now will not file taxes with anyone else! More...
Reviewed on Yelp
Jun P.
Blessed to be able to connect to Lifeway Tax and Insurance. The owner is a real accountant. He was able to solve my IRS problem which the previous tax preparer did not handle it well. His systematic approach convinced me to let him handle our tax concerns effective 2017. Further, I recommended Lifeway to my relatives and friends. More...
Reviewed on Yelp
Regie C.
My wife and I used to file a simple tax return with available online resources. Â However, when we bought a house and had additional income from other sources, the tax submission became complicated and required more work, but I didn't want the hassle, then I came across Lifeway Tax and Insurance. Â Victor made it simple and easy. Â You don't need to go through the complicated process of understanding the filing process and you can conveniently fax or email the documents to him. Â Victor was very prompt in preparing the documents and what I like the most is he gives free advise how to invest your tax returns. Â My wife and I were curious on how to rollover a 401. Â Which investment product to place it to earn the most but with minimum risk and Victor patiently explained the pros and cons of each product. Â Aside from the convenient tax preparation, his knowledge in smart investing is really a plus for the company. More...
Reviewed on Yelp
What kind of accounting services do you provide?
Review client entered transactions (checks payments, payroll, cash receipts and invoicing) to see if complying with Generally accepted Accounting Principles
Reconcile bank and credit cards accounts and enter unrecorded transactions into Quickbooks
Prepare Profit and Loss Reports periodically for management
Make recommendations to improve profitability and accuracy of recording
Prepare year end tax returns
Why is it so important for businesses to hire a great accountant?
Record keeping is mandatory for a successful business. You want to chart where you have been, where you are and where you are going. Accurate accounting records help you do that. A great accountant delivers that service timely with good customer service. He is not a hindrance to your success and should be affordable but helpful so you can achieve your purposes at a good price. We bring a wealth of experience from over 30 years of audit, accounting, tax and entrepreneural practice.
What do you love most about your job?
We enjoy helping people and making a difference in our area of expertise. We love using our talent for good.
What inspired you to start your own business?
I have been and am an entrepreneur from the beginning. Even while I experienced to be an auditor, accountant and later on controller for different companies in half a dozen industries, nothing beats the joy of a challenge when you are on your own. There is joy in creating and accomplishing something. There were pitfalls and successes all right, but we learn from them all.
Why should our clients choose you?
Our approach always begin with understanding your needs. We want to be a good fit for you. If not, we will tell you. We will not take advantage of you in any way because we treat our role as fiduciary or as trustee. You can put all our experience and hard work to work for you. We have a motto that we want you to benefit from as you look for the right accountant: "We are in a global marketplace, choose the best but do not overpay!" We want to think you can get that best service from us and not break the bank.
Typical Month-end close and review
Review and fix the past month transaction for errors- double recording, unrecorded disbursements, check transactions cut-off, misclassified accounts
Prepare bank reconciliation
Prepare financial reports
