Perry Engel, Cpa

Perry Engel, Cpa Email and Phone Number

Retirement Tax Planning Advisor @ Laguna Hills, CA, US
Laguna Hills, CA, US
Perry Engel, Cpa's Location
Rancho Santa Margarita, California, United States, United States
Perry Engel, Cpa's Contact Details

Perry Engel, Cpa work email

Perry Engel, Cpa personal email

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About Perry Engel, Cpa

Navigating retirement’s complexities is no simple task. Whether you’re nearing retirement or recently retired, I specialize in creating customized retirement income paycheck strategies that provide predictable income, optimize Social Security benefits, and ensure tax-smart retirement withdrawals. My mission is to give you financial confidence at every stage of your retirement, so you can live your best life—with no regrets.

Perry Engel, Cpa's Current Company Details
Tax Planning Retirement Advisor

Tax Planning Retirement Advisor

Retirement Tax Planning Advisor
Laguna Hills, CA, US
Perry Engel, Cpa Work Experience Details
  • Tax Planning Retirement Advisor
    Retirement Tax Planning Advisor
    Tax Planning Retirement Advisor
    Laguna Hills, Ca, Us
  • Classic Body Supply, Inc
    Controller
    Classic Body Supply, Inc Sep 2020 - Feb 2024
    Hawaiian Gardens, California, United States
    As a licensed CPA, my journey in financial management has been marked by a hands-on approach that goes beyond the traditional CPA role. This hands-on approach, combined with my CPA background, enables me to take a truly holistic approach to advising Classic Body Supply.My day-to-day tasks include managing daily accounting activities, meticulously balancing ledgers, reconciling bank accounts, optimizing cash flow, administering vendor payments, overseeing inventory, handling sales tax compliance, processing payroll, preparing journal entries, and completing day, month, and year-end financial close. These duties provide me with a unique vantage point into the inner workings of the business, allowing me to see the gears turning, understand their interplay, and identify opportunities for growth and efficiency.By understanding the business at this granular level, I'm able to serve as a strategic partner, offering not just financial expertise, but a deep understanding of their operational nuances, market challenges, and strategic objectives. This allows me to guide the business owners towards sustainable growth, operational excellence, and financial success.
  • Perry Engel Cpa Inc
    Cpa (Tax, Accounting, Payroll)
    Perry Engel Cpa Inc Jan 1992 - Jun 2021
    Laguna Hills, Ca
    Perry Engel CPA specializes in providing precise and insightful accounting and tax services tailored to empower SMBs (small and medium-sized businesses) and individuals. With a focus on clear financial visibility, we offer meticulous tracking of income, expenses, and profits, enabling clients to allocate resources wisely and plan for sustainable growth. From ensuring tax compliance and legal obligations to offering detailed financial records for strategic planning, we serve as trusted partners in our clients' success stories.Our commitment to accuracy extends to every aspect of our services. At Perry Engel CPA, we believe that transparent, professional, and integrity-driven accounting and tax not only fosters credibility with stakeholders but also lays the foundation for long-term growth. We empower SMBs (small and medium-sized businesses) and individuals to thrive, providing the financial clarity and support needed to achieve their full potential.

Perry Engel, Cpa Skills

Small Business Quickbooks Accounting Payroll Tax Customer Service Financial Reporting Strategic Planning Microsoft Excel New Business Development Process Improvement Income Tax Budgets Microsoft Office

Perry Engel, Cpa Education Details

Frequently Asked Questions about Perry Engel, Cpa

What company does Perry Engel, Cpa work for?

Perry Engel, Cpa works for Tax Planning Retirement Advisor

What is Perry Engel, Cpa's role at the current company?

Perry Engel, Cpa's current role is Retirement Tax Planning Advisor.

What is Perry Engel, Cpa's email address?

Perry Engel, Cpa's email address is en****@****cox.net

What is Perry Engel, Cpa's direct phone number?

Perry Engel, Cpa's direct phone number is +194985*****

What schools did Perry Engel, Cpa attend?

Perry Engel, Cpa attended California State University-Fullerton.

What skills is Perry Engel, Cpa known for?

Perry Engel, Cpa has skills like Small Business, Quickbooks, Accounting, Payroll, Tax, Customer Service, Financial Reporting, Strategic Planning, Microsoft Excel, New Business Development, Process Improvement, Income Tax.

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