CALIFORNIA TRUST ACCOUNT COMPLIANCE
Trust Accounting
That Hold Up Under Review
IOLTA bookkeeping, monthly three-way reconciliations,
and audit-ready trust records for California law firms —
so you can focus on your clients with confidence.
Who Are We?
IOLTA Bookkeeping Expert
I'm Tammy Hoang. For 15 years I've kept books for California businesses, and my work now centers on law firm trust accounts — monthly three-way reconciliations, client ledger maintenance, and getting records back in order when they've fallen behind.
I teach IOLTA bookkeeping to attorneys, and I speak at bar association events on what trust account compliance actually requires day to day. When a firm is selected for a CTAPP compliance review, I work alongside them through the process — organizing records, answering the CPA firm's requests, and making sure nothing is missing.
Most trust account problems aren't dishonesty. They're recordkeeping nobody had time for. That's the part I take off your desk.
IOLTA and trust accounting for law firms nationwide
Why Choose Us?
At Ctapp Compliance, we take the stress out of managing your finances. Most bookkeepers have never touched an IOLTA. We work on trust accounts every month, for attorneys only — which means we already know what your records need to look like before anyone asks to see them.
One focus
IOLTA and trust accounting for law firms. We serve attorneys nationwide and don't take clients outside legal.
Real three-way reconciliation
Bank balance, book balance, and client ledgers matched every month, with documentation ready to hand over.
We've been through the audit
Tammy has worked alongside clients through State Bar CTAPP audits. She knows what gets asked for, what gets flagged, and what needs to be in place before the notice arrives.
Education first
Tammy teaches IOLTA bookkeeping to attorneys and speaks at bar association events on trust account compliance.
Your license is tied to these records. Let someone who has sat on the other side of an audit keep them right.
Our Services
Specialized IOLTA Bookkeeping & Tax Planning for Law Firms
IOLTA Bookkeeping
Monthly three-way reconciliation of your client trust account — bank balance, book balance, and client ledgers matched and documented. We can handle your operating account books too.
Tax Planning
Services
We develop proactive tax strategies using cost segregation, retirement planning, and opportunities under the One Big Beautiful Bill Act (OBBBA) to help reduce tax liabilities, maximize deductions, and build long-term wealth.
Trust Account Cleanup
CTAPP Compliance helps law firms clean up bookkeeping records, resolve discrepancies, and reconcile trust accounts for accurate, up-to-date financial records.
Choose Your Plan
Trust account records that hold up under review.
Monthly Bookkeeping
From $450
Per Month
Full books for your firm's operating account, kept by someone who understands how law firms handle money.
Operating account reconciliation
Transaction categorization
Monthly financial statements
Year-end books ready for your CPA
Monthly 3-Way Reconciliation
From $500
Per Month
Trust account only. Bank balance, book balance, and client ledgers matched and documented every month.
Monthly three-way reconciliation
Client ledger Maintenance
Shortage and discrepancy alerts
Documented reconciliation report
Cleanup and Catch-Up
Custom
Project-based
For firms with unreconciled months, missing client ledgers, or a compliance review notice in hand.
Historical reconciliation rebuild
Client ledger reconstruction
Shortage identification
Review-ready documentation
What Our Clients Are Saying
See what our clients have to say about our commitment to accuracy, personalized service, and dependable accounting support.
The accounting services provided by this firm have been exceptional. Their expertise and attention to detail have significantly improved our financial management. Highly recommend!
Cody Fisher
The personalized service we received from Ctapp Compliance was outstanding. From tax planning to monthly bookkeeping, their attention to detail and commitment to our success have made a significant difference for our business. Highly recommended!
Kristin Watson
I’ve been working with Ctapp Compliance for over a year, and their support has been invaluable. They handle my tax filings and financial planning with precision, allowing me to concentrate on my work without worrying about the numbers. Their professionalism is second to none.
Albert Flores
Frequently Asked Questions
What services does your accounting firm offer?
We offer a range of services including tax preparation, bookkeeping, financial planning, audit and assurance, and consulting. Whether you need help with personal or business finances, our team is equipped to assist you with professional and tailored solutions.
How can I schedule a consultation with your firm?
You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (949) 803-8822 or email us at [email protected] to arrange an appointment at a time that suits you.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.
What qualifications and experience do your accountants have?
Our team consists of certified public accountants (CPAs) and experienced financial professionals with extensive industry knowledge. Each member of our team holds relevant qualifications and has a proven track record in providing high-quality accounting services.
Ctapp Compliance specializes in IOLTA bookkeeping, three-way reconciliation, and financial management for law firms. Contact us today to keep your financial records accurate, organized, and up to date.
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