Truckee CPA Office

Certified Public Accountants in Truckee, California

Serving Truckee and the Sierra Nevada region, Linked Accounting provides comprehensive CPA services tailored for local businesses and high-net-worth individuals. Our team offers strategic financial insights and tax solutions to drive growth and stability.

  • Tax Planning: Tailored strategies to optimize federal, state, and local tax savings in California.
  • Financial Statement Preparation: GAAP-compliant statements ideal for securing investor confidence, lender approval, and regulatory compliance.
  • Valuation & Succession: Accurate valuations and seamless business transitions.
  • Wealth Management & Estate Planning: Protect and grow wealth with specialized estate and trust services designed for California residents.
  • Audit & Assurance Services: Build trust and meet regulatory requirements with independent audits and compliance checks.
  • Payroll & Compliance Support: Streamline operations with reliable, compliant payroll management tailored to California labor laws.

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Truckee Accounting Services

Strategic CPA Solutions for Truckee’s Unique Business Needs

Linked Accounting delivers high-level CPA services tailored to the distinct needs of Truckee businesses, high-net-worth individuals, and industries across California’s Sierra Nevada region. Combining local expertise with a deep understanding of tax codes like Proposition 13 and compliance with the California Franchise Tax Board, we help clients achieve financial clarity, compliance, and growth.

Nonprofit Audit & Financial Compliance in Truckee

Our nonprofit audit services ensure California charitable organizations meet federal and state compliance standards. We support nonprofits in demonstrating financial transparency and accountability to donors and regulators.

  • Board Oversight: Training to strengthen governance and regulatory compliance.
  • Form 990 Expertise: Accurate filings for the IRS and California Franchise Tax Board.
  • Grant Reporting: Detailed financial reports to meet donor and grantor requirements.

Employee Benefit Plan Audits: Compliance & Security

We provide critical audits for benefit plans, ensuring compliance with Department of Labor (DOL) and IRS regulations while safeguarding employee trust.

  • 401(k) and Pension Audits: Ensuring contributions and distributions comply with regulations.
  • Form 5500 Filings: Accurate and timely submissions to avoid penalties.
  • Internal Controls: Identifying risks and enhancing plan administration security.

Real Estate CPA Services for Truckee Investors

We assist developers, brokers, and investors in optimizing tax strategies and ensuring regulatory compliance.

  • 1031 Exchanges: Expert guidance on like-kind property transactions for tax deferrals.
  • Cost Segregation Studies: Accelerating asset depreciation to enhance cash flow.
  • Opportunity Zone Investments: Maximizing tax benefits in designated zones.

Estate & Wealth Management for High-Net-Worth Individuals

We provide tailored estate and wealth management solutions that align with California-specific tax considerations.

  • Trust & Estate Planning: Tax-efficient strategies for wealth transfer.
  • Philanthropy: Structuring charitable giving to benefit the community and reduce taxes.
  • Succession Planning: Ensuring smooth transitions for family businesses and legacies.

Additional CPA Services

Tax Optimization and Planning

Tax planning and mitigation involve using strategies to legally reduce tax liabilities and optimize financial outcomes while ensuring compliance with tax laws.

Tax Compliance

Tax compliance is the process of adhering to tax laws by accurately reporting income, filing returns on time, and paying the required taxes to avoid penalties or legal consequences.

Nonprofit Audit

A non-profit audit is an independent review of a non-profit’s financial records to verify accuracy, ensure regulatory compliance, and maintain transparency in reporting, typically conducted by a certified public accountant (CPA).

Month-End Reconciliations

Bookkeeping is the process of recording and organizing a business’s financial transactions, ensuring accurate and up-to-date records for financial management and compliance.

CFO Consulting

CFO consulting provides businesses with expert financial leadership and strategic guidance, helping with tasks such as budgeting, cash flow management, and financial planning without the need for a full-time CFO.

401k Audits

An Employee Benefits 401(k) Audit is an independent review of a company’s 401(k) plan to ensure compliance with ERISA regulations, accuracy in financial statements, and proper management of participant contributions.

Bank Consulting

Bank consulting services help businesses and non-profits with loan applications, financial planning, and bank ratio monitoring to secure better lending terms.

Additional Resources

Services Offered

Tax Compliance
Tax compliance is the process of adhering to tax laws by accurately reporting income, filing returns on time, and paying the required taxes to avoid penalties or legal consequences.
Learn More
Tax Optimization and Planning
Tax planning and mitigation involve using strategies to legally reduce tax liabilities and optimize financial outcomes while ensuring compliance with tax laws.
Learn More
Month-End Reconciliations
Bookkeeping is the process of recording and organizing a business’s financial transactions, ensuring accurate and up-to-date records for financial management and compliance.
Learn More
Bank Consulting
Bank consulting services help businesses and non-profits with loan applications, financial planning, and bank ratio monitoring to secure better lending terms.
Learn More

Key People in California

Pamela Moser

In addition to being a CPA and an EA, I also have a Master’s Degree in Taxation, and I have taken substantial education specific to tax resolution. I understand the strategies and negotiation involved to navigate the Taxpayer Roadmap. I CAN give you your peace of mind back - you don't have to live in fear of the IRS.