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Fred Sagoe
Business Name:
Sagoe & Associates, Certified Public Accountant
Business Description:
Sagoe & Associates, CPA, Inc., provides accounting and tax services in Rancho Cucamonga and across the Inland Empire. Services include individual and business tax preparation, accounting and bookkeeping, QuickBooks support, managerial accounting, financial forecasts and reporting, compilations and reviews, and help with IRS, FTB, and EDD matters, including back taxes, agency audits and appeals. The firm also offers business incorporation support and expert witness services for clients who need experienced financial guidance.
How Business Creates Value:
We believe financial reporting should empower leadership, not confuse them. Our approach simplifies traditional financial statements for boards of directors and executive management by embedding comprehensive financial analysis directly into the reporting. This enables stakeholders to easily grasp the narrative behind the numbers and make strategic decisions. Additionally, we specialize in high-stakes tax resolution, providing expert representation for complex tax controversies, IRS audits, and IRS appeals.
How Member Creates Value:
As a member, I create value by acting as a protective shield and an educator for our group. I look forward to sharing critical dos and don'ts regarding business taxes and accounting so my fellow members can avoid costly pitfalls. Furthermore, because clients trust me with their most sensitive financial crises—from complex corporate structuring to IRS Tax Court representation—they value my recommendations. I leverage that deep trust to open doors and connect my clients with the reliable professionals in this room.

What I Do.

I transform complex financial statements into clear, strategic tools that help business owners, boards, and senior management make intelligent decisions. I also serve as a high-stakes tax defender, specializing in resolving complex tax controversies, IRS audits, and IRS appeals to protect my clients' assets and peace of mind.

Why I Do It.

I am driven by a passion for financial education and defense. I love teaching business owners the essential rules of accounting and taxes, helping them manage risks so they avoid legal pitfalls and IRS complications. True financial freedom requires more than just staying out of trouble, which is why I also dedicate myself to educating clients on the necessity of saving for retirement and building emergency funds. I do this to give leadership the confidence to grow safely.

Contact Information

Phone
909 944 3474

Skills

  • Accounting & Financial Analysis
  • Auditing
  • Financial Statements Reviews
  • Compilation of Financial Statements
  • Consultations
  • Tax Planning & Preparation
  • Indivisual & All Business Entities
  • Expert Witness Engagements
  • Budgeting and Forcasting
  • Tax Resolution of Audits and Appeals

Credentials

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)
  • Certified Forensic Accountant (CR.FA)
  • Registered Fraud Investigator (RFI)
  • BS, Accounting, BS Computer Science & MBA
  • TEAM Member since 2013

Interests

  • Solving Complex Problems
  • Travel
  • Sports