WHY CHOOSE Wiley Financial

PROFESSIONAL SERVICE

The team at Wiley Financial takes pride in providing professional service to all of our clients. We are focused on helping your business thrive and do so with the utmost care, integrity and professionalism.

20+ Years Experience

Wiley Financial Services has over 20 years of experience with a variety of industries ranging from restaurant, biomedical, manufacturing, advisory firms, nurseries, event design firms, IT firms, and many more.

Group 23

Certified

Our firm specializes in providing accounting and appraisals for businesses of all sizes where a full accounting team might not be present or outside help is needed. We provide services from business valuations to CFO analysis.

About

Wiley Financial Services – Accountant in San Diego

Wiley Financial Services is a full-service accounting firm that has over 20 years of experience with a variety of industries ranging from restaurant, biomedical, manufacturing, advisory firms, nurseries, event design firms, IT firms, and many more. Wiley Financial is based in Carlsbad, CA and we primarily service clients across San Diego County.

We have helped many small businesses with their accounting, appraisal, reporting, collections, and tax needs and have exhaustive experience in full-cycle bookkeeping, reporting, and tax documentation.

Wiley Financial Services

Business Valuation

Business Valuation

Business valuation is a general process of determining...
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Business Appraisal

Business Appraisal

In order to know what your business is worth you...
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Startup Valuation

Startup Valuation

In order to know what your business is worth you...
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Valuation of Private Companies

Valuation of Private Companies

Valuation of private companies involves complex...
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Restaurant Appraisal

Restaurant Appraisal

Filing of 1120, 1065, 1041, 1040 Federal and state return...
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Machinery Equipment Appraisals

Machinery Equipment Appraisals

At Wiley Financial we provide certified machinery and...
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Asset Appraisal

Asset Appraisal

At Wiley Financial we offer asset appraisal services...
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All Services

All Services

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Curious about the value of your business?

Resources

Capital Gains Tax Calculation
Sum of all capital gains/(losses) for the year
XX
Less: Annual exclusion
(XX)
Aggregated capital gain/(loss)
XX
Less: Capital loss brought forward (if any)
(XX)
Net Capital gain/(loss)
XX
Multiply with inclusion rate
X%
Taxable capital gain*
XX
* Include taxable capital gain with taxable income
Lindsay Wiley

My name is Lindsay Wiley, also known as, Chief Financial Advocate for small businesses that make less than $10 million in annual revenue. My mission is to help small business owners like you, develop the know-how and awareness to understand exactly where your money is coming and going. At Wiley Financial Services, we’re focused on helping our clients in the following areas: Business Appraisals, Audits, and Cash Flow Analysis. I’m a Certified Appraiser, Accountant, Financial Consultant, and CFO with 20+ years experience in a wide variety of industries including: restaurants, the biomedical field, IT, manufacturing, design and one strip club (true story). My superpower is my ability to relate to the world through numbers. This allows me to cut through the chaos to find where the cash is in your business.

Lindsay Wiley
CFA

certifications and softwares

FAQ

Best place to start is SBA.gov  The small business administration is the best source for different types of funding needs depending on your business structure.

If you are unsure, most tax software programs have a feature that will calculate what you have entered either as married or separate.  I recommend using the feature to make sure what is the best tax treatment for you.

The typical deductions are interest payments, for example the interest you pay on your mortgage, interest paid to banking institutions, not credit cards. Interest on loans.  Tuition cost and supplies for school.  Credits towards IRA’s Business use of home, especially during COVID.  Vehicle expense and depreciation of use.  Mileage and registration fees.  State and local sales tax, used tax 

The biggest difference between C and S corporations is taxes. C corporations pay tax on their income, plus you pay tax on whatever income you receive as an owner or employee. An S corporation doesn’t pay tax. Instead, you and the other owners report the company revenue as personal income.

 Start with obtaining a new EIN from irs.gov. Then decide which state you want your business registered in and you can fill out articles of incorporation at their secretary of state website.  

For beginning businesses QuickBooks is the best user friendly software to  track expenses and deposits.  For more advanced systems, Great Plains or Microsoft Dynamics.  If you need an ERP system SAP or Sage are the best in my opinion.  

Still have any questions?

OUR FINANCIAL UPDATES

Business Valuation: How Investors Determine the Value of Your Business

What is Business Valuation? Business valuation entails the methods of determining the economic value of a company. Before investors conduct...
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Taxes You Need to Know About When Selling Your Business in 2022

After performing a business valuation, the next step is considering your tax bill. It is important to look at the...
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