Carothers and Associates Inc

Carothers and Associates Inc Carothers & Associates, Inc
Roseville, CA Accounting Firm We are a full-service Accounting firm licensed in CA. We are affordable, experienced, and friendly.

We offer a broad range of services for business owners, executives, and independent professionals. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Charles Carothers CPA, CFE, is the owner of Carothers & Associates. Charles Carothers Graduated from California State University Sacramento

with a Bachelors of Science in Accountancy. After college Charles worked for a Regional CPA firm that was named as a top 25 CPA firm by the Sacramento Business Journal. Charles then went to work for the largest real estate development and property management company in Sacramento as their in-house CPA, preparing the majority of their tax returns. Charles was voted one of the best CPAs in Roseville in 2011-2017 by the readers of Style Magazine.

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying...
06/03/2026

A mission statement is a concise, formal declaration of a business’s core purpose. The right one can serve as a rallying cry for employees and a powerful marketing tool that attracts customers and drives revenue. So, whether you’re writing one for the first time or revising it during a rebrand, craft yours carefully. It can have a surprising impact on your bottom line. Please call us at (916) 782-3553 for help aligning your company’s core purpose with its financial parameters and strategic objectives.

2nd quarter estimated tax payments are due June 15th.For many taxpayers, estimated payments can become confusing especia...
06/03/2026

2nd quarter estimated tax payments are due June 15th.

For many taxpayers, estimated payments can become confusing especially after changes in income, investments, retirement, or business activity.

At Carothers & Associates, tax preparation is more than filing a return. As part of our annual tax process, we provide tax projections to help clients better understand future estimated payments and avoid unnecessary surprises.

A little planning now can help reduce stress later.

Learn more about our organized, professional tax process through our website www.carotherscpa.com


If you’re thinking about relocating, don’t choose a new state based only on climate, cost of living or proximity to fami...
06/02/2026

If you’re thinking about relocating, don’t choose a new state based only on climate, cost of living or proximity to family. Also review the tax implications.
For example, some states don’t have a personal income tax, and some that do have one offer tax breaks for pension payments, retirement plan distributions and Social Security payments. Also be aware that a state with no personal income tax may impose high property, sales or estate taxes.
Before making a move, contact us at (916) 782-3553 to review the potential income, property, sales and estate tax implications. We can help you minimize potential negative tax consequences and make the most of any tax advantages offered by the new state.

Child heading to college this fall? Tax planning starts earlier than many families expect.College often brings new tax q...
06/01/2026

Child heading to college this fall? Tax planning starts earlier than many families expect.

College often brings new tax questions for both parents and students, especially when multiple returns, education credits, and 529 plan withdrawals are involved.

A few areas families commonly overlook:

• Dependency rules for college students
• Education credits like the American Opportunity Credit
• Proper use of 529 plan distributions
• Part-time jobs and internship income
• Whether both the parent and student may need to file returns

Planning ahead can help families stay organized and avoid surprises during tax season.

At Carothers & Associates, we help individuals and families navigate tax situations with a clear, organized, and professional process.

Learn more about our individual tax preparation services through our website www.carotherscpa.com

Are tax problems weighing on you? If you’re facing IRS notices, unfiled tax returns or mounting tax debt, acting quickly...
06/01/2026

Are tax problems weighing on you? If you’re facing IRS notices, unfiled tax returns or mounting tax debt, acting quickly can make a difference. We can help you evaluate resolution options and work with the IRS to possibly reduce the burden. Call us at (916) 782-3553 to discuss your situation and explore next steps.

Now accepting new individual tax clients.Carothers & Associates works with individuals and families who value a professi...
05/29/2026

Now accepting new individual tax clients.

Carothers & Associates works with individuals and families who value a professional, organized, and responsive tax preparation process.

We regularly assist:

• W-2 employees and dual-income households
• Retirees
• Investors and brokerage account holders
• Trusts, trustees, and beneficiaries

Our firm is designed around a secure digital workflow that helps clients upload documents, communicate efficiently, and stay organized throughout the filing process.

We believe tax preparation should feel clear, efficient, and easy to manage without unnecessary complexity.

Visit our website to learn more about our process and how to get started securely online. www.carotherscpa.com

Does your business own commercial real property? A closer look at your building costs could change how quickly you can d...
05/28/2026

Does your business own commercial real property? A closer look at your building costs could change how quickly you can deduct those expenses.

Business buildings generally have a 39-year depreciation period. A cost segregation study separates various building components, such as electrical systems and flooring. It then allows these components to be reclassified and deducted over a much shorter period, thereby deferring taxes and boosting cash flow. Recent tax law changes enhanced these benefits by increasing first-year depreciation write-offs.

Call us at (916) 782-3553 to discuss whether this strategy is right for your business. We can determine reasonable cost allocations to help withstand IRS scrutiny.

Selling investments? Don’t forget taxes.Before you sell stocks, real estate, or other investments, understand the tax im...
05/27/2026

Selling investments? Don’t forget taxes.

Before you sell stocks, real estate, or other investments, understand the tax impact:

✔ Short-term gains = taxed like ordinary income
✔ Long-term gains = lower tax rates
✔ Timing your sale can significantly change what you owe

A smart tax strategy can save more than a good investment pick.
Here to help at www.carotherscpa.com


While the thresholds for the 3.8% net investment income tax (NIIT) have remained unchanged since the NIIT went into effe...
05/27/2026

While the thresholds for the 3.8% net investment income tax (NIIT) have remained unchanged since the NIIT went into effect in 2013, taxpayer incomes have generally grown significantly. So more taxpayers are getting hit with this additional tax. The NIIT applies to the lesser of your net investment income or the amount by which your modified adjusted gross income exceeds the applicable threshold. And it kicks in long before the top short- and long-term capital gains rates apply. We can help you manage potential NIIT exposure. Contact us at (916) 782-3553.

Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability ...
05/26/2026

Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too little was withheld from their paychecks. Keeping withholding aligned with expected tax liability can help you enjoy better cash flow during the year and avoid unwelcome surprises at filing time.
If you received a large refund or owed a lot of tax when you filed your 2025 return, it may be beneficial to fine-tune your withholding for 2026. Adjustments may also be a good idea if you experience a major life event, such as having a child.
We can help you review your withholding (and estimated tax payments, if applicable) and make any needed changes. Call us at (916) 782-3553 to get started.

Address

1382 Blue Oaks Boulevard, STE 113
Roseville, CA
95678

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm

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