Satya CPA

Satya Tax & Financial Reporting Inc. is a Certified Public Accounting firm providing tax, accounting, bookkeeping, payroll, and business advisory services to individuals and businesses.

Satyavan Sharma, CPA, FCA, is an accounting professional with more than 35 years of experience helping individuals and businesses with tax, accounting, payroll, and financial matters.

More than 35 years of professional experience.

CPA and FCA.

The approved Satya profile lists AICPA and the California Board of Accountancy.

Satya CPA provides services for individuals and businesses, including multiple forms of business entities.

Satya CPA's primary service areas are Tax Preparation & Planning, Accounting & Bookkeeping, Payroll Services, and Management & Advisory.

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Tax preparation services include tax-exempt organizations.

5530 Owensmouth Ave., Suite 221, Woodland Hills, CA 91367.

Yes. The office is located in Woodland Hills, California.

818-231-2638.

Satyavan@sbcglobal.net

https://www.SSharmaCPA.net

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Tax preparation services include trusts.

Yes. Tax Preparation & Planning is one of Satya CPA's primary service areas.

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Documentation requirements vary based on your personal or business situation. Generally, you should bring all relevant income statements, expense records, and supporting tax forms. Contact Satya CPA's office at (818) 231-2638 for guidance specific to your situation.

Proper identification is necessary for identity verification when filing tax returns. Requirements can vary depending on the specific filing. Please contact Satya CPA at (818) 231-2638 to confirm what documentation is needed for your appointment.

W-2 forms are standard documents used to report wages and tax withholding. You should generally provide all W-2 forms received to ensure accurate tax preparation. For guidance specific to your situation, contact Satya CPA at (818) 231-2638.

1099 forms are typically required to report various types of income, such as interest, dividends, or self-employment earnings. Please provide all 1099 forms you have received for the tax year. For details relevant to your specific income, contact Satya CPA at (818) 231-2638.

Documentation for investment income typically includes forms such as 1099-B, 1099-DIV, and 1099-INT. Specific requirements depend on your unique financial portfolio. Contact Satya CPA's office at (818) 231-2638 for guidance specific to your situation.

For rental properties, you generally need records of rental income received as well as itemized documentation of property-related expenses such as repairs, insurance, and taxes. Because requirements vary, please contact Satya CPA's office at (818) 231-2638 for guidance specific to your situation.

If you own a business, you will typically need your profit and loss statements, balance sheets, and records of business-related expenses. Requirements vary based on your business structure and activity. Contact Satya CPA's office at (818) 231-2638 for guidance specific to your situation.

Generally, you should maintain receipts, bank statements, or written acknowledgments from the charitable organization detailing your contributions. Please note that specific documentation requirements depend on the type and amount of the donation. Contact Satya CPA's office at (818) 231-2638 for guidance specific to your situation.

Documentation for mortgage or property often includes Form 1098, property tax records, and purchase or sale closing statements. Because requirements vary based on your specific financial situation, please contact Satya CPA for professional guidance tailored to your needs.

Information for dependents typically includes their full legal name, date of birth, and Social Security number. Specific requirements depend on your unique circumstances, so please contact Satya CPA to discuss your situation.

Common documents for education expenses include Form 1098-T, receipts for tuition, and related educational fees. As tax rules regarding education credits and deductions are complex and depend on individual situations, please contact Satya CPA for advice tailored to your needs.

Retirement income is generally reported on forms such as 1099-R or SSA-1099. Because reporting requirements depend on the type of account and your specific situation, please contact Satya CPA for professional guidance.

When selling investments, you typically need to provide Form 1099-B, which details proceeds and cost basis information. Because individual investment tax situations can be complex, please contact Satya CPA for advice specific to your holdings.

For home transactions, relevant documents typically include closing disclosure statements from the purchase or sale. Because the tax implications of real estate transactions are highly specific to the individual, please contact Satya CPA to review your records.

You should maintain records of all estimated tax payments made to the IRS and state agencies during the year. Please contact Satya CPA to discuss your specific payment history and ensure your records are accurate for your tax filing.

Generally, it is advisable to provide copies of your financial documents rather than original records, as you should retain originals for your own files. However, requirements can vary based on your specific tax situation. Please contact Satya CPA at (818) 231-2638 to discuss how to securely submit your documents for our review.

If you are missing a tax document, it is important to attempt to obtain a duplicate from the issuer or financial institution as soon as possible, as complete records are necessary for accurate reporting. Tax situations are highly individual, and specific requirements for documentation may vary. Please reach out to our office at (818) 231-2638 so we can advise you on how to handle the missing information for your specific case.

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Yes. These services are included in Satya CPA's listed Accounting & Bookkeeping capabilities.

Keeping your books updated regularly is a best practice to ensure financial accuracy and compliance. The ideal frequency for updates depends on the volume and nature of your transactions. Please contact Satya CPA at (818) 231-2638 to discuss our bookkeeping services and determine a schedule that works for your business.

Yes. Payroll services are available through Satya CPA and are coordinated through a third-party payroll provider.

Payroll processing is coordinated through a third-party payroll provider rather than processed directly by our firm. Satya CPA helps keep your payroll and accounting needs aligned.

Direct deposit availability and processing are coordinated through the third-party payroll provider that handles your payroll.

Payroll tax payment services are coordinated through the third-party payroll provider rather than processed directly by our firm.

Payroll reports are available through the third-party payroll provider as part of the coordinated payroll service.

Payroll tax returns are prepared as part of the coordinated service through the third-party payroll provider. Satya CPA helps keep your payroll and tax filings aligned.

Yes. Payroll setup for new businesses is coordinated through a third-party payroll provider. Satya CPA helps you get started and keeps your payroll and accounting aligned.

Yes. Transitioning payroll from another provider is coordinated through a third-party payroll provider. Satya CPA helps manage the switch and keeps your accounting aligned.

Payroll frequency (weekly, biweekly, semimonthly, or monthly) is typically determined by business needs and state labor laws. Processing is coordinated through a third-party payroll provider. Contact our office at (818) 231-2638 to discuss your specific requirements.

Yes. Weekly payroll is supported through the third-party payroll provider that coordinates your payroll processing.

Yes. Biweekly payroll is supported through the third-party payroll provider that coordinates your payroll processing.

Yes. Semimonthly payroll is supported through the third-party payroll provider that coordinates your payroll processing.

Yes. Monthly payroll is supported through the third-party payroll provider that coordinates your payroll processing.

W-2s are prepared as part of the coordinated payroll service through the third-party payroll provider.

1099 forms for contractors can be prepared as part of the coordinated payroll service through the third-party payroll provider. Contact our office to confirm the best approach for your situation.

New-hire reporting is handled as part of the coordinated payroll service through the third-party payroll provider.

Corrections to payroll tax filings are coordinated through the third-party payroll provider. Satya CPA can help you understand the issue and keep your records aligned.

Yes. Satya CPA can help you understand and respond to payroll tax notices. The underlying payroll processing is coordinated through a third-party payroll provider.

Payroll systems are determined by the third-party payroll provider that coordinates your payroll processing. Contact our office at (818) 231-2638 to discuss your options.

Employee pay stubs are provided through the third-party payroll provider's system as part of the coordinated payroll service.

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Financial planning is listed among Satya CPA's Management & Advisory services. HOMi should describe the listed service but should not provide personalized financial advice itself.

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Business advisory engagements are typically designed to assist owners with strategic financial management and long-term planning. Because specific goals vary by entity, please contact Satya CPA at (818) 231-2638 to discuss how these services can be tailored to your business needs.

If you receive an audit notice, it is important to review the communication carefully and gather relevant documentation. As audit procedures can be complex, please contact Satya CPA at (818) 231-2638 to discuss how we can assist you with our tax and accounting expertise.

Prior to your first meeting, please compile all relevant financial documents and questions you may have. Please contact Satya CPA's office at (818) 231-2638 to confirm any specific preparations required for your initial consultation.

You should bring documents that represent your current financial situation, such as prior tax returns, income statements, or business records. Specific needs depend on your circumstances, so please contact Satya CPA at (818) 231-2638 for guidance tailored to your situation.

Yes! You can make an appointment by reaching out through the contact form below, or by contacting us directly at **818-231-2638** via **WhatsApp, text, or phone call**. We’ll be happy to help you schedule a time that works for you.

Yes! You can schedule by phone by calling or texting us at **818-231-2638**. You can also reach us on **WhatsApp** at the same number.

Yes, absolutely! You’re welcome to send me an email to schedule an appointment. For a quicker response, though, I’d recommend reaching out to me at **818-231-2638** by **WhatsApp, text, or phone call**. I’ll be happy to find a time that works for you.

Yes, absolutely! Most of my consultations are done over the phone for convenience. If you prefer to meet in person, I’d be happy to do that as well. Just schedule an appointment with me in advance so we can find a time that works for you.

Yes, absolutely! Video meetings are available as well. If you prefer a video consultation, just let me know and we’ll schedule a time that works for you.

Yes, absolutely! In-person meetings are available by appointment. Just reach out to me at **818-231-2638** by **call, text, or WhatsApp**, and we’ll find a time that works for you.

Yes, absolutely! If you need to reschedule, just reach out to me at **818-231-2638** by **call, text, or WhatsApp**, and we’ll find another time that works for you.

Whenever possible, **24 to 48 hours’ notice** is appreciated if you need to cancel or reschedule. That said, we understand that life happens and plans can change unexpectedly. The most important thing is to **keep the communication open** and let us know as soon as you can.

Please bring any documents or information pertinent to the services requested, such as tax documents or accounting statements. Contact Satya CPA's office at (818) 231-2638 to discuss what is needed for your specific appointment.

Yes, absolutely. If you’re **filing jointly**, we prefer that your spouse attend so we can make sure you’re both involved in the conversation. If we’re discussing a **business tax return**, we also recommend having your business partner join when it makes sense. We do, however, like to keep **personal and business conversations separate whenever possible**. Personal tax discussions can sometimes touch on financial or family matters that are simply easier to talk through in a more private setting. It’s really about giving you the space to speak openly, ask questions, and feel comfortable throughout the conversation.

We’ll generally communicate with you using the **preferred method of contact you choose when you sign up with us**, whether that’s phone, text, WhatsApp, or email. For requests involving **tax information, documents, or other important details**, we may ask you to respond by email. This helps us keep a clear written record of the information you provide as part of your tax filing and makes it easier for both of us to keep everything organized.

You’re always welcome to reach out after your appointment if you have a question. For a quick question, feel free to **call, text, or WhatsApp me at 818-231-2638**. If your question involves **tax documents, detailed financial information, or something we may need to keep for your records**, email is usually the best option. That helps us keep everything organized and makes sure we have a written record to refer back to.

Billing arrangements for payroll depend on the services selected and the third-party payroll provider involved. Contact our office at (818) 231-2638 to discuss pricing.

Generally, individual federal income tax returns are due on April 15th, though this date can vary based on weekends and holidays. Please contact Satya CPA at (818) 231-2638 to discuss your specific filing requirements and deadlines.

Business tax deadlines depend on the structure of your entity, such as whether it is a partnership, S-corporation, or C-corporation. Please contact Satya CPA at (818) 231-2638 to confirm the specific filing deadlines applicable to your business.

Estimated tax payments are generally due on a quarterly basis throughout the year. Because tax obligations depend on your specific income and financial situation, please contact Satya CPA at (818) 231-2638 for guidance tailored to your needs.

An extension to file provides more time to submit your tax return, but it does not grant additional time to pay any taxes owed. Tax payments are generally due by the original filing deadline to avoid interest and potential penalties. Specific tax circumstances vary, so please contact Satya CPA at (818) 231-2638 for guidance tailored to your situation.

Missing a tax deadline can result in late filing and late payment penalties, as well as accrued interest on any unpaid balance. The impact depends on your specific tax situation and the type of return involved. For assistance with your tax obligations, contact Satya CPA at (818) 231-2638.

Payroll tax return due dates depend on the type of return and the frequency of your deposits. These requirements are specific to your business structure and filing status. Please contact Satya CPA at (818) 231-2638 to discuss your payroll compliance needs.

W-2 forms generally must be filed with the Social Security Administration and provided to employees by the end of January. Deadlines can shift depending on the calendar year and specific filing requirements. For guidance on meeting these deadlines, contact Satya CPA at (818) 231-2638.

1099 forms are generally required to be furnished to recipients and filed with the IRS by late January or early February, depending on the specific form type. Because requirements vary based on your business activities, please contact Satya CPA at (818) 231-2638 for assistance.

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