Welcome to Ctapp Compliance
Trust Account Records
That Hold Up Under Review
Welcome to Ctapp Compliance where expert financial solutions intersect with precision.
Count on us to perform monthly three-way reconciliation for California law firms. When the State Bar selects you for a compliance review, your records are already ready.
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
Real Accounting Services For You
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 Services
From solo practices to mid-size firms, we handle law firm tax preparation and planning — entity structure, quarterly estimates, and returns filed by people who know how legal fees and case costs work.
Industries we serve
We serve one industry: law. Trust accounting is too specific to learn on the side, so we don't do anything else.
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 Cath-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 Customer are Saying
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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 9494822790 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.
At Ctapp Compliance, we excel in precise financial management tailored to your needs. Contact us today for expert assistance.
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