Our services
How we can help
Income Tax
We prepare all types of tax returns — for individuals, businesses, trusts, and estates. The following are some of the major types of income tax returns we file:
Individuals – Form 1040 including businesses for sole proprietors, real estate rentals, and farms.Partnerships – Form 1065
Corporations – Form 1120
S-Corporations – Form 1120-S
State Tax Returns – for all 43 states that have an income tax.
Trusts and Estates – Form 1041
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Tax Return Preparation
We provide peace of mind by reducing audit risk — thanks to our preparing your taxes with the objective of minimizing tax liability as much as legally possible.
Gift Tax
Whenever you make a gift that exceeds the gift tax exclusion limit, you need to file a Gift Tax Return — Form 709. Failing to file this return will make you liable for paying the gift tax even if no tax would have been due had you filed.
Information Returns
Form 1099 — Payments for independent contractors, landlords, interest, dividends, and other miscellaneous payments.
Sales Tax
We also offer sales tax assistance for small businesses. This includes making sales tax deposits and filing all sales tax returns with the California Department of Tax and Fee Administration.
Business Entity Slection
We help clients evaluate which form of ownership (type of entity) is most advantageous for their business, whether a sole proprietorship, partnership, corporation, or LLC. We can explain each option and its implications, pro and con. As your business grows and changes, it can sometimes make sense to also change the type of entity.
Tax Planning
We provide proactive advice to help minimize your tax liabilities. Whether analyzing the impacts of proposed transactions and giving you advice on how to optimally structure those transactions or by working with you on a regular basis to provide better tax strategies, we can come up with plans to save money on your taxes.
Estate Tax
We provide proactive advice to help minimize your tax liabilities. Whether analyzing the impacts of proposed transactions and giving you advice on how to optimally structure those transactions or by working with you on a regular basis to provide better tax strategies, we can come up with plans to save money on your taxes.
Non-Profits
Form 990 — Information returns for tax-exempt organizations.
Payroll
For small businesses, we offer limited payroll solutions. This includes pay-period payroll processing as well as making payroll tax deposits and filing all state and federal payroll tax returns.
Buying or Selling a Business
Few business decisions are more important than buying or selling a business. We can help you structure your transaction to minimize taxes and maximize your profits.
Financial Statement Preperation
If you need help putting together your financial statements, we can help by reviewing your books and making the adjustments indicated by your source documentation.
Consulting Services
We are available to help you with your financial concerns, whether personal or business. Our goal is to provide solutions that work for you.
IRS Representation
Notices — When you receive a notice from the IRS or other taxing authority, we can help you determine the correct course of action and next steps to take in order to secure a favorable outcome and disposition of the matter.
Audit Representation – If the IRS sends a notice that you are being audited, you need representation. We understand the tax code and can help you every step of the way, from appearing on your behalf to assembling the information requested.
