We offer a full range of financial planning, accounting, tax, and small business consulting services. We encourage you to utilize some of the tools and information contained in our web site. Our mission is to help you achieve and maintain your financial goals by providing sound tax and financial planning advice. You can call us at (805) 497-9796 or visit our "Contact Us" page for additional information.
Services
Our firm has the resources, experience, and depth of knowledge to offer the following services to both individuals and businesses.
We can deliver the services you need in a professional, fast, and cost-efficient manner.
Our firm offers both limited and full scope attest services.
We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary.
We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.
We can deliver the services you need in a professional, fast, and cost-efficient manner.
Our firm offers both limited and full scope attest services.
We will gladly work with your bank or other financing institution to determine whether a limited review or full scope audit is necessary.
We pledge to deliver cost-efficient attest services in accordance with your mandatory reporting deadlines.
David's experience in public accounting started in 1972 and he received his CPA license in January of 1975.
He started his career with Seidman & Seidman (now BDO Seidman) in their Thousand Oaks office.
He later worked out of their Sherman Oaks and Beverly Hills offices.
David's work experience with Seidman included audits of major public and private companies as well as audits of nonprofit organizations and governmental entities.
Additionally, he gained experience providing tax and financial services to individuals and businesses.
He started his career with Seidman & Seidman (now BDO Seidman) in their Thousand Oaks office.
He later worked out of their Sherman Oaks and Beverly Hills offices.
David's work experience with Seidman included audits of major public and private companies as well as audits of nonprofit organizations and governmental entities.
Additionally, he gained experience providing tax and financial services to individuals and businesses.
Dave has done an excellent job with my business & personal accounting over the past several years.
I have worked with other accountants, but none as accurate and consistent as Dave.
I can count on him to stay up-to-date with the latest tax laws and to make suggestions to my advantage.
I especially appreciate Dave's detailed answers to my questions, and the research he does when clarification is needed.
I highly recommend Dave for business and personal accounting and tax work.
Dave Wender has been providing us timely, accurate, and friendly tax preparation services for over 20 years.
I have worked with other accountants, but none as accurate and consistent as Dave.
I can count on him to stay up-to-date with the latest tax laws and to make suggestions to my advantage.
I especially appreciate Dave's detailed answers to my questions, and the research he does when clarification is needed.
I highly recommend Dave for business and personal accounting and tax work.
Dave Wender has been providing us timely, accurate, and friendly tax preparation services for over 20 years.
Our website provides a variety of resources to help you with personal and business financial issues, to keep you informed on current affairs, and to provide a portal to the most valuable sources of information on the Internet.
A wide selection of calculators will help you answer many important questions concerning your personal finances - home mortgage, auto financing, loans and credit cards, retirement, savings, investments, and insurance.
If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
A wide selection of calculators will help you answer many important questions concerning your personal finances - home mortgage, auto financing, loans and credit cards, retirement, savings, investments, and insurance.
If you'd like to know when you'll be receiving your federal and state tax refunds, this is the place.
Here are the answers to some of the most Frequently Asked Questions our firm receives.
Q.
How long do I need to keep my tax records?
A. The simple answer is at least 5 years from the filing date of your tax returns.
A more complete answer is to consider you have other needs for this information such as for insurance and financial puposes.
So:1 Keep tax returns forever.
2 Keep all purchase information on assets and investments for at least 5 years after the date you sell the asset including your home.
Q.
How long do I need to keep my tax records?
A. The simple answer is at least 5 years from the filing date of your tax returns.
A more complete answer is to consider you have other needs for this information such as for insurance and financial puposes.
So:1 Keep tax returns forever.
2 Keep all purchase information on assets and investments for at least 5 years after the date you sell the asset including your home.
Reviews
Be the first to review Wender & McLaine, CPAs.
Write a Review
