What we offer

Accounting & Tax Services Built Around You

From tax preparation to payroll and bookkeeping, AMS Accountancy delivers comprehensive financial services for individuals and small businesses in Cerritos, CA.

01

Tax Services

Accurate, strategic tax solutions for individuals and businesses — from preparation to year-round planning.

Business & Personal Tax

We prepare and file federal and state tax returns for individuals, sole proprietors, partnerships, S-corps, and C-corps. Our team stays current on the latest tax law changes so you never miss a deduction or credit you're entitled to.

Federal & state filingAll entity typesAudit support

Tax Planning & Preparation

Proactive tax planning throughout the year — not just at filing time. We analyze your financial picture and develop strategies to legally minimize your tax liability and avoid surprises.

Year-round strategyEstimated tax paymentsMinimize liability
02

Payroll & Compliance

Keep your business compliant and your team paid accurately — every pay period, without the headaches.

Payroll Services & Payroll Taxes

Full-service payroll processing including direct deposit, payroll tax withholding, quarterly and annual filings (941, 940, W-2s), and compliance with federal and California state requirements.

Direct depositQuarterly filingsW-2 preparation

Sales Tax Filing & Compliance

We handle sales tax registration, monthly or quarterly reporting, and filing across all required jurisdictions — keeping your business fully compliant with California CDTFA requirements and beyond.

CDTFA complianceMulti-jurisdictionMonthly & quarterly filing

1099 Reporting Services

Complete 1099 preparation, filing, and distribution for all your contractors and vendors. We ensure accurate reporting, timely IRS submission, and proper recipient copies — every January.

1099-NEC & 1099-MISCIRS e-filingRecipient distribution
03

Accounting & Bookkeeping

Clean, organized books that give you a clear picture of your business health — and the confidence to make smart decisions.

Small Business Accounting & Bookkeeping

Monthly bookkeeping services that keep your accounts organized, your records accurate, and your financials ready for tax season. We work with QuickBooks and other leading platforms.

Monthly reconciliationQuickBooks supportFinancial statements

Bank Reconciliation

Meticulous reconciliation of your bank and credit card accounts to catch discrepancies, prevent fraud, and ensure your books always match your actual balances.

Bank & credit cardDiscrepancy detectionMonthly reporting
04

Business Start-Up Services

Launch your business the right way — with the right structure, registrations, and financial foundation from day one.

Business Start-Up Services

We guide new business owners through entity selection (LLC, S-Corp, C-Corp, sole proprietor), state and local registration, EIN application, business licenses, and initial accounting setup — so you start on solid footing.

Entity formationEIN & licensingAccounting setup
05

Fractional CFO Services

Executive-level financial leadership on a part-time or interim basis — giving your business top-tier strategic guidance without the overhead of a full-time CFO.

Fractional CFO

A Fractional CFO provides high-level financial expertise and strategic leadership on a part-time or as-needed basis. This arrangement allows businesses to access top-tier financial talent and experience without the overhead costs associated with hiring a full-time CFO.

Strategic financial guidancePart-time or interim basisCost-effective leadership

Family Office Services

Comprehensive financial management for family office needs — from day-to-day bill management and personal bookkeeping to coordination of all income tax filings and oversight of family-owned business entities.

Bill management & depositsPersonal bookkeepingFamily entity oversight
Family Office

Comprehensive Services for Family Office Needs

Our Fractional CFO service extends to full family office management — handling the day-to-day financial operations so you can focus on what matters most.

Managing and paying bills
Personal bookkeeping
Bank account reconciliations
Transfer funds and making deposits
Management of family-owned business entities
Preparation of monthly internal financial condition statements
Coordination of all income tax filings and estimated payments
Sector expertise

Industries We Serve

Deep sector expertise means we understand your business — not just your books.

Healthcare & Medical Practices

We understand the unique challenges that healthcare providers face, from complex regulatory compliance to ever-changing reimbursement models. Our firm works with physicians, clinics, and healthcare organizations to ensure accurate accounting, tax efficiency, and clear financial reporting — freeing you to focus on patient care.

Food & Beverage

We work with restaurants, multi-location operators, franchisees, and hospitality groups to deliver accounting services and financial advisory that keep pace with daily operations. From daily cash flow management to long-term growth strategies, we help food and beverage businesses reduce financial risk and maximize profitability.

Wholesale, Retail & Distribution

For wholesale, retail, and distribution businesses, managing inventory, cost of goods sold, and vendor relationships is critical. We offer accounting and tax services that simplify financial complexity and provide clear visibility into your business performance as you scale.

Real Estate & Property Investors

Real estate businesses face unique financial considerations including property transactions, depreciation, 1031 exchanges, and tax-efficient ownership structures. We provide specialized accounting and tax solutions for investors, developers, and property managers to maximize after-tax returns.

Construction & Contracting

Managing costs, optimizing cash flow, and staying ahead of tax regulations are essential for contractors, builders, and construction firms. We partner with construction professionals to tackle these challenges and lay the groundwork for sustained profitability and long-term growth.

Professional & Business Services

We work with law firms, architects, consultants, engineers, doctors, dentists, insurance brokers, and veterinarians — helping these firms achieve improved financial results and peace of mind that tax and financial matters are properly addressed.

Manufacturing

Running a manufacturing business comes with constant challenges — staffing, controlling costs, optimizing inventory, and navigating complex tax regulations. We're more than accountants — we're your strategic advisors, helping you navigate industry challenges and position your business for sustained success.

Get Started

Not Sure Which Services You Need?

Schedule a free consultation and we'll assess your situation and recommend the right combination of services for your goals.