Our Services
Personal Income Tax Preparation including all State Returns (1040)
Changes to Federal tax law happen every year. Having knowledgeable tax professionals is crucial in utilizing every tax strategy possible.
**If you are moving in/out of California, temporarily work in another state, have out of state rentals, etc. we are able to file any state return that is needed.**
Business Tax Preparation (1120, 1120S, 1065)
Tax preparation for all business entities, including Corporations filing an 1120, S-Corporations filing 1120S, Partnerships filing a 1065, & California LLC. 568’s. Each business structure presents unique regulations. We guide you through the start-up phase to the dissolution of a company.
Estate Tax Preparation (706, 1041)
Estate Tax Return’s present unique regulations and preparation. Taxpayers see this once or twice in their lifetime. We work closely with a Certified Financial Planner, who offers a wealth of knowledge in this area. Sometimes the best plan goes beyond the scope of tax preparation, and into a world of overall Tax and Financial Planning.
Amendments (1040X)
Did you receive a dreaded IRS letter claiming you filed your tax return incorrectly? We will analyze your originally filed return and supporting documentation, and isolate any discrepancies. If amending is the best course of action, we will make all necessary changes needed. Many times, the result of an amended return fares better than what the IRS originally proposed.
Monthly, quarterly, and year-end accounting services (Quick Books, Quick Books Online)
We offer our clients the full package deal; tax preparation of your business and personal returns, monthly accounting services, including bank reconciliations, payroll, etc. all included for a set fee per month. We handle all aspects of your books, from bank reconciliations, payroll processing, Quick Books journal entries, filing of quarterly payroll reports, etc. Every month you receive an up to date Profit and Loss Statement. Our goal is to be a supportive strength in the background. We are here to answer any book keeping questions along the way. Your time is valuable to the overall success of your business, and our end goal is to make sure your time is spent in the most productive way possible; being able to focus 100% on your business, while we handle the back end of your operations.
Some clients do not require monthly accounting services. A smaller sized company may only need reconciling quarterly or yearly. We tailor these packages to fit what’s best for your specific situation.
Tax Projections
Your overall tax scenario can have major changes from year to year. Perhaps you had a killer year in the stock market, are in the middle of a job change, kids are going off to college… The list is endless… What works for you one year, might not work for you the next. We can provide tax projections for the upcoming tax year, to better calculate what your Federal and State tax liability will be. This helps ensure you have the proper withholding calculated, so come tax time you aren’t surprised by your results.