We can process and deliver your tax returns easily and conveniently, without the need of in-office meetings. Utilizing our high security client portal, trusted security services like Docusign, and remote conferencing, your tax preparation process has never been easier. Cheryl Callen has handled my taxes and provided financial advice for the past 18 years.
As a single parent, I have relied upon Cheryl's knowledge of college financial planning and her extensive financial background to plan for expenses and save me money. I would highly recommend her for any job where professionalism, attention to details, and extensive knowledge of accounting procedures, finances, and taxation are required to get the job done.
As a single parent, I have relied upon Cheryl's knowledge of college financial planning and her extensive financial background to plan for expenses and save me money. I would highly recommend her for any job where professionalism, attention to details, and extensive knowledge of accounting procedures, finances, and taxation are required to get the job done.
Services
We are a full-service accounting and bookkeeping firm, committed to providing cost-effective accounting solutions, while maintaining the highest quality service. We specialize in offering highly personalized financial services for individuals and small businesses. We pride ourselves on having exceptional people skills and can simplify even the most complex financial issues in terms you can easily understand.
Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Tax returns are checked and rechecked so that every allowable deduction or credit is reported.
As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Even simple things such as balancing a checkbook and paying household bills can become increasingly difficult for the elderly. With our elder financial planning services, you get the help of a caring, honest and knowledgeable professional.
We offer a comprehensive menu of bookkeeping services. Our bookkeepers are experts in QuickBooks and can support you in every step of your bookkeeping process, whether you are a new business, work from home, or an established organization. We are a QuickBooks Certified ProAdvisor. QuickBooks is the ideal business accounting software for small to mid-sized business owners.
If you're like most small business owners, you're always looking for ways to lower your taxable income. Here are five ways to do just that. 1. Deducting the Cost of a Home Computer If you purchased a computer and use it for work-related purposes, you can take advantage of the. Courage doesn't always roar.
Reviews (12)
Arek K.
Nov 08, 2021
Report
Stacy B.
Mar 28, 2021
Report
Cheryl Callen is a very knowledgeable accountant who is also super personable, answers all of your questions, and is just a true professional. I really appreciated her tax service and her rate was very reasonable. Better than what I was expecting! I highly recommend Cheryl for all your tax/accounting needs.
Michael V.
Dec 19, 2018
Report
Hunter S.
Mar 16, 2018
Report
J. S.
Apr 28, 2017
Report
I have to say that Cheryl did a GREAT job doing my taxes. I am so glad that I found an extremely professional and very friendly CPA in San Marcos. I hope that I can use her as my tax person for the next 20 years ! Cheryl far exceeded my expectations. I would easily drive 200 miles, if that was necessary, to use her tax service again.
Lara D.
Apr 12, 2017
Report
Cheryl is an absolute professional to say the least, but it was her warm demeanor, straight to the point candor, and thorough enquiry into our financial situation that made Cheryl exceptional. I had been going to the same wonderful CPA for 14-years in Carlsbad, but I wanted to find a firm that was closer to our home in San Marcos. I didn't know where to begin, so I went on Yelp as many of us do. Callen & Associates' ratings were above par, so I decided to give them a call. Cheryl answered the call with such energy, experience and enthusiasm that I was immediately impressed. She did
Daniel A.
Mar 09, 2017
Report
I moved to San Marcos, CA in 2016 after living in Maryland for over 10 years. I wanted a local CPA for my 2016 tax preparation and I found Callen & Associates. When I met Cheryl for a consultation I was immediately impressed by her questions, knowledge, and tax preparation tools considering my tax filing is somewhat complicated. Cheryl and her office are well organized and the turnaround on my tax preparation was impressive. Everything went smoothly and you can tell Cheryl loves her job.Cheryl will be my CPA for life! I highly recommend her.
Kara C.
Aug 05, 2016
Report
Cheryl has done it again!
We had to file an extension for our 2015 taxes, and now the time came to finalize and file our 2015 taxes this week in preparation for a home purchase.
Cheryl was so helpful, knowledgeable and responsive to all of the lenders requests.
I am so appreciative of her amazing level of service - there's no doubt that she'll always be the CPA that I recommend to friends and clients.
We had to file an extension for our 2015 taxes, and now the time came to finalize and file our 2015 taxes this week in preparation for a home purchase.
Cheryl was so helpful, knowledgeable and responsive to all of the lenders requests.
I am so appreciative of her amazing level of service - there's no doubt that she'll always be the CPA that I recommend to friends and clients.
Joanna E.
May 05, 2016
Report
Nick A.
Feb 19, 2016
Report
Janice C.
Oct 03, 2015
Report
Cheryl Callen has handled my taxes and provided financial advice for the past 18 years. During this time, I have lived in many different cities and states and she has always prepared my taxes and paperwork accurately and very quickly. Cheryl has adapted to state tax code for ten states and has given excellent advice throughout my relocations. As a single parent, I have relied upon Cheryl's knowledge of college financial planning and her extensive financial background to plan for expenses and save me money. I would highly recommend her for any job where professionalism, attention to details
Sheryl Hampton
May 08, 2015
Report
Cheryl has been my adviser in personal tax needs for 5 years. She is always honest, clear and concise. She is friendly, hardworking, trustworthy and correct.
You couldn't find an accountant that is more professional, knowledgeable and accurate for personal or small business tax and bookkeeping needs.
Call or stop in to see Cheryl today, you will be happy you did!
You couldn't find an accountant that is more professional, knowledgeable and accurate for personal or small business tax and bookkeeping needs.
Call or stop in to see Cheryl today, you will be happy you did!
