Services Provided

TAX SERVICES

Tax ServicesProvide individuals and business owners with over 25 year experience in tax savings and compliance that help clients pay the least amount of tax possible under the tax law.

Income tax preparation for

  • Individuals

  • Partnerships and Limited Liability Companies

  • Subchapter S Corporations

  • Chapter C Corporations  

  • Trusts

  • Non-profit organizations

Includes federal and California State income tax returns as well as resident or non-resident returns for states other than California.

Assistance with tax planning to include preparation of Income Tax projections to aid taxpayers making major purchase or sale decisions.  Also aid in year-end income or deduction planning.

Payroll Tax return preparation, including W-2 and 1099 Forms

California Sales Tax return preparation

Representation with Internal Revenue Service, and California  Franchise Tax Board, Employment Development Department and Board of Equalization

SMALL BUSINESS SERVICES

Quarterly consultations with business owners to discuss financial goals for business including, strategic planning , budgeting and cash flow.

Assist in major business planning decisions such as:

Determining best type of business entity such as corporation, S corporation, LLC or sole proprietorship

Deciding on business capitalization, such as bringing in outside investors vs company loans.

Determining how to structure a sale of a business or segment.

Other Business Services:

Help company bookkeepers with accounting entries and year-end adjustments to close books.

Play a crucial role as part of a team of professionals that all business  owners need.