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EXCEPTIONAL AUDITING SERVICES

"See how we can help you today."

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YOUR TRUSTED BUSINESS ADVISOR

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"We are the financial partner who is just as committed to your success as you are."

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MINIMIZE YOUR TAX LIABILITY.

"Mastering the tax law helps us maximize your deductions."

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AUDIT SERVICES

Accounting

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BOOKKEEPING

QuickBooks

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CONTROLLER SERVICES

Businesss Consulting

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Expert Advice!

We are a Southern California CPA firm founded in 1997, a well-respected proactive, accomplished business adviser located in Diamond Bar, CA, offering a full range of CPA services, which include Accounting, Auditing, Bookkeeping, Payroll to small Businesses, and Tax services Individuals that is demanded by today’s economy.

Cash Flow

First, you have to remember that you are on the accrual basis for financial and tax reporting purposes. That means you record your sales income when the widget goes out the door, not when you receive the cash. If you buy inventory, you get to show it as an asset, but if you pay…

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Steps

Our accounting services can include everything from data entry to bank account & credit card reconciliation – we can even manage your bill pay & payroll. You can rely on timely and accurate accounting information and always know where your business stands…

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Steps

When it comes to gross margins and the American economy, they vary widely throughout their industries. When New York University’s Leonard N. Stern School of Business recently compiled gross margin statistics for January 2019, they found the low…

Video Tour

Make Your Financial Business with Us

I hope you’ll forgive me for being blunt. I am Bharti Sudan, I’m a CPA, and I realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually cautious with my words–I am a tax professional, after all). But I think you’ll agree that the times we’re currently facing require a little straight talk.

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of millions of dollars in unclaimed refunds every year!

As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now… the “right” professional must handle your taxes and other financial matters.

You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)

Our Services

65+ finance services

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Audit of Financial Statements

Government Entities, Stockholders, Creditors, and Private Investors often need assurance that the financial statements accurately represent a company’s true financial position…
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Controller Services

Managing your business’s financial aspects, no matter the size, is a difficult and detail-oriented process, requiring a chief financial officer’s dedicated services. However, employing a CFO ..
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Internal Control Policies and Procedures

One of the most overlooked aspects of running a business is the establishment of internal controls and policies to ensure that things are run smoothly and efficiently and that protections of your resources are put in place.  
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IRS Resolution

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

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QuickBooks

QuickBooks offers a number of highly valuable features for small and mid-sized companies, including the ability to send out invoices, scan receipts, track sales revenues and organize your expenses in a way that allows you to stay informed easily.
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Review of Financial Statements

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of bookkeeping to the professionals!
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Google Reviews

  • 5 star review  Appreciate all that you do for us. Highly recommend as a business accountant. Thanks!

    thumb Sandip Patel
    1/24/2020

    5 star review  I found Bharti Sudan, CPA Inc. several years ago when I was in need of help with my income tax preparation. I am a professional working in the medical field and I appreciate her honesty, professionalism, and trustworthiness. She keeps up to date with changing tax laws and is a wealth of information to her clients. Bharti is personable and treats her clients with respect and every consideration. I highly recommend Bharti Sudan, CPA, Inc. for any accounting or bookkeeping needs you may have. I know you will be extremely satisfied with her services.

    thumb lilli castle
    2/17/2018

    5 star review  Bharti did a financial review for us. She is prompt and professional, easy to communicate with and made sure she completed our reports in a timely manner, even during the busy holiday season. We would use her again!

    thumb Michelle Smith
    2/12/2020
  • 5 star review  She is extremely knowledgeable, Very responsive and honest. She is the Best of the Best! Pleasant to work with.

    thumb Rajesh Patel
    1/17/2020

    5 star review  I would highly recommend Baharti. We used her for my business to do an independent audit and then a review which is required for my type of business that has State contracts. She was easy to work with, drove a long distance to meet with me, and was flexible with her time. More importantly, she was able to complete the same task that other CPAs were quoting me double the cost that Baharti charged. I will continue to use Baharti.

    thumb Cassandra Woods
    1/14/2020

    5 star review  Bharti is so easy to work with. Her office is conveniently located in Diamond Bar, and she is able to meet with us for Saturday appointments. We highly recommend her services.

    thumb Kristie Brazell
    3/17/2018
  • 5 star review  Bharti Sudan has been preparing our audited financial statement since 2008. Bharti is great to work with and has excellent work ethics. She always delivered our audited financial statement on time and was always available to answer any questions we had. She is responsive, honest and ethical. I will recommend Bharti to family and friends without any hesitation. In a matter of fact, I have recommended her to family members and they were very happy with her service as well.

    thumb Fidelity Bancorp
    6/13/2016

President

Bharti Sudan, CPA, has 28 years of extensive training in Accounting, Auditing, Tax Preparation, and Tax Planning and has been practicing for over 19 years specializing in small business.

Bharti Sudan CPA

CEO

Customer Reviews

Robert B.
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"Bharti and her team did a Review of my financials for the BPPE. They did a fantastic job. I would use them again"
P.T.
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"Bharti Sudan has been preparing our audited financial statement since 2008. Bharti is great to work with and has excellent work ethics. She always delivered our audited financial statement on time and was always available to answer any questions we had. She is responsive, honest and ethical. I will recommend Bharti to family and friends without any hesitation. In a matter of fact, I have recommended her to family members and they were very happy with her service as well."
Treese H.
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"Our Corporation, Independent Lifestyles, has utilized Barti Sudan CPA Inc., for two years and are delighted with her services. We were required to provide an audit for our company. Bharti provided a high quality completed product for our organization. Her completed audit met all requirements. She is efficient, thorough and most of all friendly, understanding and supportive. I would highly recommend working with Barti Sudan, CPA. Treese Hellstrom, CEO Independent Lifestyles, Inc."
Fidelity Bandcorp
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"Bharti Sudan has been preparing our audited financial statement since 2008. Bharti is great to work with and has excellent work ethics. She always delivered our audited financial statement on time and was always available to answer any questions we had. She is responsive, honest and ethical. I will recommend Bharti to family and friends without any hesitation. In a matter of fact, I have recommended her to family members and they were very happy with her service as well."
Monique Cunningham
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"We highly recommend Bharti for any company requiring reviewed financials for the BPPE. We appreciate her diligence and ability to work within a tight timeframe. She was a pleasure to work with and we look forward to working with her in the future."
Sujata Rawate
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"Bharti and her team are very professional, personal and knowledgeable when it comes to taxes. In addition, they go above and beyond for our business/personal tax services. Bharti is very personable and will take her time to answer all your questions and concerns. As a small business owner,we are very busy handling multiple tasks and forget about our tax deadlines but Bharti would send us a courtesy text or an e-mail to inform us of when our taxes are due, and if we need an extension, etc. which they handle for us. we are so very grateful to be working with Bharti for our business and personal taxes. Thank you Bharti for your hard work and great customer service!"
Apryl F.
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"Bharti is very professional and is a very trusting person. If I needed someone to do my taxes I would definitely recommend her. She knows what she is doing and has many clients for all types of CPA services including Reviews and Audits for businesses."
Patricia H.
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"We have been having our taxes done by Bharti for many years and we are very happy with the work she does. She is very cordial and professional. We were so satisfied that we recommended her to both of our children and others."
Peter E.
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"Got me out of a bind with IRS, She will work with you till the end!"
Anil C.
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"Bharti sudan has been preparing our financial statements for a very long time. She is very efficient, detail oriented and very courteous. She is available to answer any questions we might have, and has guided us in the right direction. Would revommend her to my friends.."
B. Bhakta - Business Owner
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"I want to give her 7 STARS."
Ashokkumar & Shila Patel - Business owner
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"Bharti Sudan has been our CPA since 1998. She always advised us on many tax issues. We just send her an email on accounting matters, she replies back the same day."
Yuepu Ning & Weiping Han -Nurse
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"Bharti is very professional. She is very knowledgeable on all areas of tax, and is quick to respond to our questions. We are satisfied about the service and will surely turn in the future."
Ma Carmen Baliwag - Nurse
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"I have been well accommodated and everything went so fine and smooth with filing for my taxes. The service is great and I trust my accountant in making it clear to me all the details that were significant."
Dwight Aihara - Nurse
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"I have used Bharti's services for past 2 years and thus far I am very satisfied with her competent skills and advice. I would recommend her to those in need of CPA service."
Antonette Floresca - Nurse
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"My son and I have been clients of Bharti Sudan for past 4 years and would rate her services to 7 as we have received her services as 5 STARS. She and her staff are courteous, knowledgeable and up to date with new changes in completing our tax returns. She always works for the best interest of her clients. We would definitely recommend her to friends and acquaintances."
Archana Chaturvedi - Physical Therapist
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"We are very happy with her service. Bharti takes extra care of her clients. She goes extra miles for her client. I strongly recommend her services to anybody."
Vivian Stone - Teacher
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"My experience with Bharti Sudan's office and her staff have been flawless for many years. My tax forms are perfectly prepared. Personally, I have enjoyed many pleasant conversations with Bharti. I always learn something new and interesting when we chat. It would be great if a year did not fly by so quickly and once again it's April 15th."
John and Ellen Lawless - Teacher
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"Bharti has been very helpful in all my needs as an excellent tax person. Also when my wife Jeroo was there who passed away in 2009 she has always guided us all these years with our tax preparation even on the phone and in her office. We started with her in late 90's and I am still with her. I wish her continued success and appreciate all her help. Cowsie Malva - You and your group are very efficient in preparing our tax paperwork. Thank you for all your hard work!"
Cowsie Malva - Teacher
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"Bharti has been very helpful in all my needs as an excellent tax person. Also when my wife Jeroo was there who passed away in 2009 she has always guided us all these years with our tax preparation even on the phone and in her office. We started with her in the late 90's and I am still with her. I wish her continued success and appreciate all her help."
John & Paula Wiemann - Executive
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"They are not only saved me money on this year's taxes but also advised me on steps to take for the next year's taxes. Professional and fast but most importantly accurate. Many thanks - Mike Stump - Bharti and her staff are a pleasure to work with. Appointments are easy to schedule and they keep to their schedule which REALLY helps me with my busy schedules. Bharti has taken care of my tax needs over 15 years and I have NEVER been audited. Thanks to her great work!. Would highly recommend her services if you are looking for an honest, hardworking and ethical CPA."
Mike Stump - Executive
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"They are not only saved me money on this year's taxes but also advised me on steps to take for the next year's taxes. Professional and fast but most importantly accurate. Many thanks..."
Robert T. - Executive
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"Bharti's Income Tax Services for many years. I have been one of her clients. Has been excellent, there is NO complaint."
Ishavar B. - Engineer
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"Loved it. Helping all the time answering all your questions, send us pre-requirement information ahead of time."
Siddhartha & Sanjukta C.
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"Excellent."
R. Bhakta - Engineer
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"Bharti Sudan has been preparing & filing our tax returns for last 18 years. She is very knowledgeable, efficient and provides excellent service."
Dan M. -Engineer
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"Bharti is very knowledgeable and understand our issues."
Lucas & Rachel Feuchter -Research Scientist
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"I always have an excellent experience when having my taxes prepared by Bharti. She is very knowledgeable and courteous. Her staff and her team are always very professional. She is prompt to return phone calls and emails and will gladly offer tax advice throughout the year ( not just during tax season). I have moved out of the Diamond Bar area, but I will continue to return to Bharti and her team for tax preparation and advice."
Chiranjib and Gargi Dasgupta - Research Scientist
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"Bharti Sudan is preparing my tax returns for last several years. We appreciate her professional, quick service at a reasonable price. Chiranjib and Gargi Dasgupta"
Venkat R.
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"Bharti Sudan CPA firm has been providing accounting services (including filing yearly tax returns) for EnTechSolv over the past 15 years with distinction. Bharti Sudan has been a reliable, knowledgeable and trustworthy accounting professional for EnTechSolv during this time."
Forest H.
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"Bharti Sudan provided accounting services for our company, Homecare Advantage, Inc., located in Torrance, California, for approximately two years from 2010 through 2012. Her services were provided timely, accurately, and professionally on a month to month basis during that timeframe. The quality of her work was such that we were able to conclude a favorable asset sale to a Fortune 500 company in 2012 without incident. I strongly recommend her to you for the provision of like services."
Forest H
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"To whom it may concern: Bharti Sudan accounting services for our company, Homecare Advantage, Inc., located in Torrance, California, for approximately two years from 2010 through 2012. Her services were provided timely, accurately, and professionally on a month to month basis during that time frame. The quality of her work was such that we were able to conclude a favorable asset sale to a Fortune 500 company in 2012 without incident. I strongly recommend her to you for the provision of like services. Sincerely, Forest Hoffman, Adminstrator and Director of Clinical Services Good Luck Bharti! Forest"
Venkat R.
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"Barti Sudan CPA firm has been providing accounting services (including filing yearly tax returns) for EnTechSolv over the past 15 years with distinction. Barti Sudan has been a reliable, knowledgeable and trustworthy accounting professional for EnTEchSolv during this time. Venkat Ramanan, EnTEchSolv"
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Frequently asked questions

Please contact a professional from Jacksonville CPAs with any questions regarding the completion of these forms or website content.

We are a few miles East of 75 and North West Hwy.

Contact Us

It is critical that you, the business owner, correctly determine whether the individuals providing services are employees or independent contractors. http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Independent-Contractor-Self-Employed-or-Employee

IRS suggested record retention times are found in publication 17 for individual taxpayers www.irs.gov/pub/irs-pdf/p17.pdf and publication 583 for businesses www.irs.gov/pub/irs-pdf/p583.pdf.  Publication 583 has additional information related to starting a business.

We prefer that your materials be in a computer accounting program, but we have taken materials in almost every imaginable form. Contact us with questions about specific software packages.

You should review IRS publication 5027 www.irs.gov/pub/irs-pdf/p5027.pdf. You can report suspected ID theft from links on the IRS website https://www.irs.gov/Individuals/Identity-Protection and please contact our office.

Our standard billing procedure is to bill monthly. We require payment upon receipt. All standard forms of payment are accepted including credit cards.

We are available during normal business hours, which are 8:30 to 5:30, Monday through Friday. We would be happy to make special arrangements for evening or weekend consultations.

We will spend up to one full hour with you at no charge, going over the return in question with you. After that, our regular fees apply.

Request A Call Back

Please use this form to inquire about our services. Feel free to contact us via phone or fax.