What Clients Say
“Thanh Cambaliza is one of the most strategic, knowledgeable, and proficient CPA’s I have ever worked with in my many years in business. Thanh provides outstanding guidance including purchase accounting, technical tax filings, and she did a masterful “clean-up” of a major accounting mess. She understands the importance of maintaining trust accounts for law firms. Acting on our firm's best interest, Thanh went beyond traditional tax compliance guidance and recognized flaws in our old retirement plans, then had them redesigned for better retirement and tax saving purposes. She has also represented us in multiple audits and have prevailed at every one. Cambaliza McGee LLP is an exceptional firm and we are grateful for our relationship.”
“Charity Booster is a service company that helps nonprofit organizations increase their fund development to fulfill their missions. Cambaliza McGee LLP assists us with our accounting using the accrual method to capture additional expenses and reduce taxes. Their CPA’s are incredibly knowledgeable and have become one of our most trusted advisors. They also support us by providing guidance on income and expense alignment and proactive tax-planning that has minimized unnecessary cash flow. CM has gained a deep understanding of our business model, vision, and objectives and they share our passion for seeing non-profits grow.”
“My medical office has worked with Cambaliza McGee LLP for many years and the firm handles our higher-level tax strategy, planning and implementation. They provide over-sight for our internal accounting processes to ensure proper recording and make proactive and necessary adjustments. They work closely with me and my team to conserve cash outflow. They are creative, innovative, and always available to brain-storm, and they are extremely responsive to our needs.”
“Propel Business Solutions had been loyal to our CPA firm for 25 years, but they had become lethargic and less strategic in their guidance over the years. After moving our business to Cambaliza McGee LLP, we experienced a major difference. CM provides high-level business strategy, complex tax expertise, and reliable financial guidance, but with a true family approach. There is a noticeable difference in CM’s services and other CPA firms and we’re very happy to have made this transition”
“Rampone Industries has been a client of Thanh Cambaliza for over 13 years and we trust her completely with the company’s various business decisions. Thanh’s deep knowledge of the tax codes and understanding of our business enabled her to represent our company successfully in two tax audits, resulting in zero additional taxes for each one. She is a CPA that can speak business language and look beyond numbers. We are grateful for all that Thanh and Cambaliza McGee LLP have done, and continue to do, for our company. We are definitely clients for life.”
“Our CPA firm, Winter & Lozano CPA’s, Inc., has been working with Cambaliza McGee LLP on a number of shared clients for quite a long time. Accounting for Income Taxes (ASC 740) is one of the more complex and challenging areas in financial reporting and this is the reason we use CM as our “go to CPA firm” when our clients need tax provision assistance. They are extremely experienced and skilled CPA’s who have an uncommon ability to deliver a complex tax provision file and make it easy to review, understand, and audit. CM can reduce the finance team’s burden of the income tax accounting, considering they work diligently with the external auditors to ensure timely and accurate income tax reporting. CM provides a great solution for audit firms such as ourselves, since they are a completely independent accounting firm. They function as a reliable, outsourced tax department and significantly reduce any independence risk of the financial statement audit. CM is the only CPA firm we turn to when our clients need assistance with their ASC 740 needs.”
“As managing partner, I have tax responsibility for a holding company of multiple infrastructure LLCs with complicated partnership taxation scenarios. We have investors that are either joining to form partnerships or buying the interest of existing investors. Due to the complexity of our transactions, our accounting partner must be able to precisely calculate the correct gains, create accurate income/loss allocations among investors, provide strategic consulting on how to structure the sale of investments, and minimize tax impact effectively. After years of working with Thanh Cambaliza, I have full confidence in Cambaliza McGee LLP’s capabilities, especially when it comes to complex tax guidance.”
Thanh Cambaliza has consistently demonstrated exceptional strategic thinking, knowledge, and proficiency as a CPA. Her unwavering commitment to our firm's best interests is evident in her proactive approach. Thanh surpassed standard tax compliance guidance by going the extra mile to help us restructure our retirement plans, ultimately leading to enhanced tax savings. Our partnership with Cambaliza McGee LLP has been truly outstanding, and we extend our heartfelt gratitude for the invaluable collaboration.
Working with Thanh Cambaliza has been a game-changer for our facility maintenance and construction service business. Their team's expertise in navigating complex financial landscapes has not only streamlined our accounting processes but also significantly improved our overall financial health and our national growth. The personalized attention and proactive approach they bring to the table have made a substantial impact on our bottom line. Cambaliza McGee LLP is not just a service provider; they are a true partner in our success. Their commitment to excellence, attention to detail, and deep understanding of our industry make them an invaluable asset to our company. We wholeheartedly recommend Thanh and her team to any business seeking top-notch financial guidance and support.
I cannot recommend Thanh Cambaliza and her team at Cambaliza McGee LLP ("CM") highly enough. As the owner of a human resources consulting firm, I rely on CM to support us with bookkeeping, tax reporting, and strategic business planning to optimize our tax savings.
From the moment we engaged with their team, it was evident that their approach to business is not just about crunching numbers, rather fostering a consultative and proactive partnership. They are strategic advisors who genuinely care about the growth and prosperity of my business. Last year, Thanh recommended and then guided me through implementing a Cash Balance Plan to increase my tax savings and retirement, and to benefit our staff as well. Thanh has personally taken the time to meet with me to understand my business and to create financial models that provide me with critical information so I can make better business decisions.
If you are a business owner who wants greater insight into your costs and profitability, call Cambaliza McGee today!