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Spencer Wilson Financial Management Services
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Spencer Wilson Financial Management Services

Taxes Long Beach
Call us for all your tax and accounting needs.

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5824 E Naples Plaza #1 Map
Route Long Beach, CA   90803  
5824 E Naples Plaza #1, Long Beach, CA 90803
(562) 445-3888
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We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance.

Spencer Wilson Financial Management Services can be found at 5824 E Naples Plaza #1 . The following is offered: Taxes . In Long Beach there are 88 other Taxes. An overview can be found here.

Keywords tax preparation, financial management, accounting, bookkeeping, orange county.


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  • Spencer Wilson

    Enrolled Agent

    Spencer Wilson Financial Management Services has been a family business for the last 40 years. Spencer's involvement began as an internship of sorts. After graduating college, he helped his father-in-law, who had a thriving tax practice. Given the complexities of the ever changing tax code, Spencer found himself asking question after question, out of sheer curiosity, to make sure he was getting the most favorable tax treatment the law would allow. This eventually led to Spencer getting his tax preparer's license from the California Tax Education Council, so that he could assist others in the yearly civic ritual. After several years of studying taxation on both the personal and corporate level, Spencer felt he was ready to study, and sit for, the three part Special Enrollment Exam, the only tax practitioner license given by the federal government. Having passed each of three sections on the first try, Spencer received his Enrolled Agent's qualification. With this designation, Spencer is enrolled to practice before the Internal Revenue Service under 31 Code of Federal Regulations Part 10 (Treasury Department Circular No 230). As a member of this esteemed group, Spencer is required to complete at least 72 hours of federal tax study every three years in order to stay atop the most recent and existing tax regulations. However, he exceeds that minimum requirement by several hours each year.

    Link: Spencer Wilson

Products And Services

  • Tax Preparation and Planning

    Spencer Wilson Financial Management Services has extensive tax experience in the preparation of individual, corporate, partnership, non-profit and fiduciary tax returns. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our tax preparation services in Long Beach include: Individual Tax Preparation Business Tax Return Preparation Gift & Estate Tax Return Preparation Partnership & Corporate Tax Preparation Estate and Succession Planning Business Start-Ups Out-of-State Returns

    Link: Tax Preparation and Planning

  • Accounting and Bookkeeping Services

    For start-up businesses, growing businesses and mature corporations, we provide business accounting for your Long Beach business. With timely services and a thorough understanding of the tax laws and regulations, we can help you to stay on top of all of the tax deadlines and ensure that your financial systems are in order. We can handle all bookkeeping and accounting tasks from payroll to preparation of your financial statements. Here are the bookkeeping and accounting services that we offer: Monthly Reports and Statements Profit and Loss Statement Trial Balance Balance Sheet General Ledger Report Bank Reconciliation Payroll Reconciliation

    Link: Accounting and Bookkeeping Services

  • Business Consulting

    Spencer Wilson considers its role as an experienced and trusted advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning. Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment. If you want an objective opinion based on years of helping businesses similar to yours, you’ve come to the right place. Relying on our experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions could be your best step toward greater success. We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.

    Link: Business Consulting

  • Payroll Services

    At Spencer Wilson Financial Management Services, our Long Beach payroll services are designed to provide you with a comprehensive solution for managing your payroll duties. With our services, you will only need to provide your employee data, such as the hours that have been worked, employee address information and other related details. Once we receive the data, we'll handle the rest. Long Beach payroll servicesHere are the payroll services in Long Beach that we offer: Checks or Direct Deposit for Your Employees Federal Tax Liabilities State & Local Tax Liabilities Unemployment Tax Liabilities Quarterly Tax Forms Year-End Tax Forms Customized Payroll Reports Tax Deposit Services W-2s and 1099s

    Link: Payroll Services


Images Spencer Wilson Financial Management Services
Images Spencer Wilson Financial Management Services

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(562)445-3888 (562)-445-3888 +15624453888