Service Areas
California CPA Services
From San Diego to the Bay Area, Los Angeles to Sacramento, we deliver audits, tax and accounting at fixed, transparent fees.
Your CPA Firm in California
Serving California remotely and on-site · Licensed CPA firm (VBOA #134961)
California boards, lenders, grantors and regulators expect clean, reliable financials. We deliver audits, reviews, tax and accounting for private companies, nonprofits and community associations across the state, without the delays and surprise invoices common at larger firms.
We know the rules California organizations face: Attorney General registration and the audit requirement for larger charities under the Nonprofit Integrity Act, annual financial reviews and reserve studies under the Davis-Stirling Act, the $800 minimum franchise tax, and state sales and use tax. You won’t have to explain them to us.
You work directly with a senior CPA, get a fixed fee before we start, and receive one document request list instead of endless follow-ups. Your audit is done right, on schedule, at the price we quoted.
You work directly with a senior CPA, get a fixed fee before we start, and receive one document request list instead of endless follow-ups. Your audit is done right, on schedule, at the price we quoted.
Services in California
California Compliance Guides
Key California requirements for businesses, nonprofits and associations, explained in plain language.
How We Serve California Clients
Remote when it saves you time, in person when the work calls for it.
Fully Remote Engagements
- Secure portal for document exchange
- Direct access to your accounting system
- E-signed proposals and engagement letters
- Virtual meetings with your board or management
- One document request list on day one
On-Site Anywhere in California
- Inventory observations and asset counts
- Facility and property walkthroughs
- In-person board or annual meeting presentations
- Visits statewide: Southern California, the Bay Area, Sacramento and the Central Valley.
- Planned up front and included in your fixed fee
Why California Organizations Choose GreyWood CPA
A licensed CPA firm with the responsiveness of a boutique practice.
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Serving all of California, remotely and on-site - Fixed, transparent fees with no surprises
- Senior CPAs on every engagement
- Familiar with Nonprofit Integrity Act, Davis-Stirling and franchise tax requirements.
- Experience with private companies, nonprofits and associations
- Every service your organization needs, from one team
Frequently Asked Questions
Yes. We work with private companies, nonprofits, HOAs and condo associations throughout California, from Southern California to the Bay Area and Sacramento. As a licensed CPA firm, we provide audits, reviews, tax, accounting and advisory services, and a senior CPA leads every engagement from planning to final report. Documents move through a secure portal and meetings happen online, so your team spends less time on the audit and more on running the organization. When the work calls for fieldwork, an inventory count or a board presentation, we come to you.
Charities registered with the California Attorney General must have an independent audit once their gross revenue reaches $2 million, not counting certain government grants. Organizations that spend federal funds above the Single Audit threshold need a single audit, and grantors, lenders or your bylaws may require an audit even below these levels. We’ll review your revenue and funding sources and tell you exactly what you need.
Under the Davis-Stirling Act, California associations with gross income above $75,000 must have their annual financial statements reviewed by a licensed CPA. A full audit is required only if your governing documents, members or lender call for one. We’ll check your income and documents and recommend the right level of service. We can also help with the financial reporting and budget disclosures that come with it.
Yes. Most California corporations and LLCs owe the $800 minimum franchise tax every year, even with no profit, and LLCs may owe an additional fee based on gross receipts. Businesses selling taxable goods must also register and file sales and use tax returns. We handle these filings alongside your federal returns and plan ahead so there are no surprises.
Every engagement has a fixed fee agreed in writing before work begins. It's based on the size and complexity of your organization, and on-site visits are included. Changes in scope are discussed with you before any extra work is done.
Let's Talk About Your Organization
Tell us about your organization and what you need. We'll recommend the right service and send a fixed-fee proposal at no cost.