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Next Gen Accounting

Accounting You Can Trust, Advice You Can Rely On

Book Appointment Contact Us

Why Choose Us?

Welcome to Next Gen Accounting  
At our firm, we understand that choosing a CPA is about more than just financial expertise — it's about trust, reliability, and a relationship built on understanding your unique needs. This is why we take the time to get to know you and/or your business. Whether you're an individual, a small business owner, or a corporation, we tailor our services to meet your specific goals and challenges. Your financial journey is unique, and we’re here to guide you every step of the way. Whether you need help with taxes, bookkeeping, or a business strategy, we’re here to offer personalized, expert advice you can count on.

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Services

We offer various services designed to help you succeed, including tax preparation, bookkeeping and more. Whether you're an individual, small business owner or corporation, we’re dedicated to providing solutions that make your financial life easier.

Accounting You Can Trust, Advice You Can Rely On — that’s our promise, no matter the service.

  • Tax Preparation & Filing - Individual and business tax returns (Form 1040, 1120, 1120S, 1065 i.e. includes state returns)
  • Tax Planning - Year round tax planning strategies, income tax minimization, capital gain and loss planning, retirement tax planning (IRAs, 401(k)s, etc.), tax implications of life events (e.g., marriage, divorce, inheritance)
  • Accounting System Setup & Support - Setting up or migrating accounting software (e.g., QuickBooks, Xero, Sage), chart of accounts setup, system training and support, integration with third-party apps (POS, inventory, etc.)
  • General Bookkeeping - Recording daily financial transactions, categorizing income and expenses, maintaining general ledger, adjusting journal entries
  • Payroll Services - Payroll processing (weekly, bi-weekly, monthly), payroll tax filings (941, 940, state), W-2 and W-3 preparation, direct deposit setup, employee onboarding and payroll setup
  • Bank & Credit Card Reconciliation - Matching books with bank and credit card statements, identifying discrepancies or missing transactions, ensuring accuracy of financial data
  • Financial Reporting - Preparation of financial statements: Income Statement (Profit & Loss), Balance Sheet, Statement of Cash Flows, customized management reports (including monthly, quarterly, and annual reports), comparative financial analysis
  • Audit & Assurance Services - Reviews and compilations

Who Are We?

About our Firm: Next Gen Accounting is a full-service virtual accounting firm dedicated to providing individuals, entrepreneurs, and businesses with expert financial guidance and personalized service. We believe great accounting is more than just numbers — it’s about people, relationships, and peace of mind. Whether you're an individual, a small business owner, or a growing company, we’re here to help you feel confident and supported every step of the way.

Next Gen Accounting works out of remote office space and work with clients using a virtual business model. Our communication methods are email and/or video/phone calls. When a “meeting” is needed, we use video conference applications ( Microsoft Teams/Zoom) where we can meet and discuss your business needs. We find this model works very well and is more convenient for our clients. If an in-person meeting is preferred, office space is available.

Our Mission: To provide high quality, reliable and personalized accounting and tax services — helping our clients gain clarity, reduce stress, and plan for the future with confidence.

Privacy Policy: Next Gen Accounting is committed to safeguarding the privacy of our users. We want to assure you that we do not share your personal information with third parties. This privacy policy outlines how we collect, use, and protect the information you provide to us. 

Information Collection: We collect nonpublic personal information about you from applications, tax organizers, worksheets and other documents. We collect only the information necessary to provide and improve our services. We do not sell, rent, or share this information with any third parties. 

How We Use Your Information: The information collected is used solely for communicating with the intended party. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

Your Choices: You have the right to access, correct, or delete your information. If you have any concerns or questions about your data, please contact us.

Policy Changes: We may update our privacy policy from time to time. Any changes will be communicated to you, and your continued use of our services implies your acceptance of the updated policy. By using our services, you agree to the terms outlined in this privacy policy.

Mario Muñoz
Mario Muñoz
Founder, Certified Public Accountant

Mario is a licensed CPA in California and holds a degree in Accounting from UC Riverside. He has professional experience in both public and private accounting and started his career at Deloitte, where he specialized in audit & assurance services across a range of industries. He is passionate about building meaningful relationships and enjoys helping others achieve financial clarity and success.

Get in Touch

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