Tax Planning and Preparation

 

We provide tax planning and preparation services for corporations, partnerships, LLC's, non-profits, and individuals including those with sole-proprietorship businesses, rental properties and other pass-through income.​ Read more about our clients. We also maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist you, you can be assured we will refer you to the right person that can.​

We can help structure your transactions to reduce the legitimate amount of tax you pay before tax time. Through careful evaluation, we can assist in planning your tax obligations and keeping them to the minimum. We will also explain the tax structure so you better understand where your hard-earned money is going.

​​​​​We are experienced in all facets of tax preparation. Our comprehensive interview process and computerized return preparation assure that your return is complete, accurate and timely. We utilize secure electronic exchange of information through our client portal. That combined with the fact that Enrolled Agents are licensed to practice in any state in the U.S., geographic location is not an obstacle​ for our clients. We have clients across the state of California and many states beyond. Please contact us for more information or to schedule an appointment.​

​

​

Accounting Services

 

We provide monthly and/or quarterly accounting services to our business clients.

​

Payroll Services

 

We also provide payroll preparation and tax compliance services to our business clients.

​

Other Services​

 

We also provide services for sales tax management and reporting; Form 1099 series preparation; business property statement (CA Form 571-L) preparation and filing; and QuickBooks consultation, implementation and training services.​