ABOUT
Roy Guia is a Certified Public Accountant and the founder of the firm. He has been practicing since 2006 and has worked at local, regional, and national accounting firms throughout his career prior to establishing Roy Guia Accountancy Corporation. Roy assists his clients and their closely held business and investment entities with income tax compliance and planning. He also specializes in Estate, Gift, and Trust taxation and works with his clients with their estate and wealth transfer planning, compliance, and estate and
trust administration.
Roy received his Undergraduate degree in business at the De La Salle – College of Saint Benilde in the Philippines, and further obtained a master’s degree in taxation at the Golden Gate University in Los Angeles, CA. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Roy is also a commissioned Notary Public in the state of California.
After a long day of work, you’ll often find Roy uncorking a bottle of wine faster than he can open his laptop, because sometimes, the best spreadsheets are the ones made of grapes.
SERVICES
INCOME TAX COMPLIANCE
Our firm provides Federal and State income tax preparation services for individuals, families, and their closely held businesses and investment entities. We also provide tax planning to minimize tax exposure and avoid tax surprises at year end.
ACCOUNTING
We provide fiduciary accounting services for trustees, beneficiaries, and other parties involved in the administration of trusts and estates. We prepare clear and detailed accounting reports that document trust assets, income, expenses, distributions, and other financial activity, helping fiduciaries fulfill their accounting responsibilities and providing beneficiaries with a transparent view of the financial administration of the trust.
ESTATE, GIFT, & TRUST
Our firm specializes in Estate, Gift, and Trust taxation. We provide estate (Form 706), gift (Form 709), and trust (Form 1041 & 5227) tax return preparation services.
We also provide estate and wealth transfer planning to minimize estate taxes at death. In addition, we can assist with estate
and trust administration for trustees
and beneficiaries.
GENERAL TAX ADVISORY
We can consult with you on various tax matters such as choosing an entity for starting a business, buying or selling real estates, wealth transfer to the next generation, trust distributions and termination, generation skipping transfer
tax, and income and estate tax audits.
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WHAT I OFFER
FACTS
20
Years of Experience
15+
years of tax specialization
in Estate, Gift & Trust
100+
Clients
Served
10
years served as a board member for
a not-for-profit organization
/05
FACTS & FIGURES
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LET'S CHAT
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CONTACT
Let's work together to ensure your tax and accounting needs are met with care and accuracy. Get in touch with me to discuss how I can assist you.