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Sousa and Company is a firm of Certified Public Accountants who strive to provide a complete package of accounting, tax, bookkeeping and consulting services to exceptional clients located throughout the Western United States.  Our passion is in what we do and how we do it.  Every one of our clients is treated like our one and only and best client.  We build upon relationships as we help our clients build their businesses.

Our offices are located within the heart of California's Central Valley and along the diverse Central Coast of California and are operated seamlessly with one common goal in mind.  That goal is simply to provide you with the highest level of accounting services with passion, integrity and professionalism.

Sousa and Company is a firm of 4 Certified Public Accountants, 4 non-certified accountants, and a total staff of 14 team members.  We do not strive for quantity of clients.  Instead we strive for quality of clients.  We want to be on your team and you on ours.  Your success is our success.  We welcome you to join our team of successful and knowledgable professionals.

From small micro-businesses to larger family and corporate business clients, we have the experience to handle all of your accounting and income tax needs.  Our CPAs have experience working with all types of business clients ranging from small proprietors to large multi-billion dollar corporations. 

We provide high level financial statement preparation, "family office" bookkeeping services, income tax planning and preparation, estate succession planning, business expansion and cash flow planning, business valuation, and litigation support services.  If you have a specific need, we can custom tailor a full range of services to fit your need.  

 

 

 

 

GainsKeeper provides you the ability to aggregate your investments from multiple accounts into a single location.  From there, cost basis is automatically tracked and adjusted for corporate actions (splits, mergers, etc) as well as wash sales.  Provides full capital gain calculations for the Schedule D, as well as tax-smart trade advice and asset allocation. 

GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering better results for your investment portfolios.  Also, you can provide your tax professional the ability to access your yearly gain/loss data to help in preparation of your tax return.
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