CRM Financial Services
National City, CA
CRM Financial Services is listed in the Retail Tenants Together provider directory as an accounting resource for retail tenants in National City and San Diego County — independent stores and restaurants in shopping centers and street-front locations.
CRM Financial Services is a family-owned tax firm providing personalized individual and business tax solutions. They handle tax complexities remotely or in-person, allowing clients to focus on their core business. The firm has been serving clients since 1987.
Why retail tenants in National City work with accounting providers
Retail accounting means sales tax across jurisdictions, inventory and cost-of-goods tracking, point-of-sale reconciliation, and — for many center leases — percentage-rent reporting the landlord is entitled to audit. Accountants who work with independent retailers also review the landlord's annual CAM reconciliation, advise on multi-location P&Ls, and help owners separate the business from the store when it is time to sell or open a second location.
More accounting providers for retail tenants in National City
5 Reviews
★★★★★
I have been using this business for about 10 years!!! Always a great experience, fast and reliable. Bill and the team are great!!!
★★★★★
Bill is a straight up fair person. I've been getting my taxes done with him for years. I highly recommend him!!!
★★★★★
Mr woods is very professional, courteous and attention to details. With a very cooperative staff.
★★★★★
My wife and I had a wonderful tax experience with Bill. Thank you Bill for your genuine concern and expert advice.We truly appreciate the excellent service we received today, not just about taxes but life tips as well. AI can NEVER replace your personal touch and great smile! 😁
★★★★★
Thank you so much for helping me file, my previous tax preparer retired and I was stressed out about filing with a different person/company. Ana was the team member that went above and beyond to show me care and concern with filing this year. Family owned, very respectful, bilingual, 100 % recommend see you next year !