Need accurate bookkeeping, tax planning, or certified financials in Palm Springs
Operating a business in Greater Palm Springs comes with distinct financial considerations—from California tax compliance to seasonal revenue cycles, real estate exposure, and multi-entity structuring. The following accounting firms and financial specialists support local founders at every stage, from day-one bookkeeping to advanced tax planning and formal financial reporting.
Cathy Ann Helmstadter & Associates, CPAs
A long-standing Palm Desert CPA firm serving Greater Palm Springs businesses with personalized accounting, tax planning, bookkeeping, payroll, and compliance services. Known locally for hands-on support and continuity, the firm works closely with small and mid-sized business owners to maintain clean financials and minimize tax exposure.
Great for: Local entrepreneurs and SMBs looking for a trusted, relationship-driven CPA with deep Coachella Valley experience.
Brennan & Co.
A Palm Desert based accounting firm specializing in tax preparation and ongoing accounting support for individuals and small businesses. Brennan & Co. provides individual and corporate tax return filing, proactive tax planning, bookkeeping, and financial statement preparation.
Great for: Small business owners and individuals in Greater Palm Springs who want reliable, straightforward accounting and tax support at a competitive price.
Burr Pilger Mayer (BPM) – Palm Desert
A California-based accounting and advisory firm with a strong foothold in the desert region. BPM provides tax, accounting, audit, and outsourced CFO services across real estate, construction, professional services, and nonprofit sectors.
Great for: Businesses operating across multiple California markets or planning statewide expansion.
Burr Pilger Mayer (BPM) – Palm Desert
A California-based accounting and advisory firm with a dedicated Palm Desert office providing audit, assurance, and financial reporting services. BPM supports GAAP-compliant audits, internal control reviews, and lender- or investor-required financial statements for established businesses across the desert region.
Great for: Businesses in Greater Palm Springs that require certified financials for financing, investors, nonprofits, or regulatory purposes.
Allen Hoglund Certified Public Accountant
A Riverside CPA offering full-service accounting and financial consulting. While smaller, the firm can assist with financial reporting and planning which may include audit-adjacent support or certified statements as needed.
Great for: Small businesses looking for a more boutique, hands-on audit support partner.
RP&B CPAs – Riverside County
A long-established Riverside-based CPA firm providing audit, review, and compilation services alongside tax compliance and business advisory. RP&B works with small and mid-sized businesses across Riverside County, including clients in the Greater Palm Springs area, supporting lender, investor, and compliance-driven financial reporting needs.
Great for: Businesses in Greater Palm Springs and Riverside County that need reliable, locally based audit or assurance services without relying on LA-only firms.
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While not legally required, most business owners work with a CPA once revenue becomes predictable or operations become more complex. California tax rules, payroll requirements, and sales tax compliance make professional accounting support especially valuable in the Greater Palm Springs area.
Many local CPA firms offer monthly bookkeeping and advisory packages, while tax preparation is typically priced annually. Audit, review, or compilation services are scoped based on business size and reporting needs. Costs are generally lower than Los Angeles but higher than Nevada markets like Las Vegas.
Audits are typically required when a business is pursuing lender-backed financing, government grants, nonprofit status, or investor funding. In some cases, a financial review or compilation may satisfy lender requirements without the cost of a full audit.
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