Income Tax Preparation

We prepare the Federal and ALL 50 states individual and business tax returns.

The business tax returns include “C” and “S” corporation, LLC’s, Partnerships, Estates and Trusts.

We attend the annual tax education seminars,  are kept up-to-date on all new tax legislation to make sure we are on the top of the tax laws and regulation in order to be able to help our clients with their taxes.

Tax Planning

This is often a year-end process. However, for some of our clients with high level of tax
exposure, tax planning is a process that is done throughout the year. As part of the tax
planning we review our clients business and personal finances, all their income and expenses and prepare the estimated quarterly taxes.

Tax Audit Representation

If our clients get audited by the IRS, or any state tax agency, we obtain a Power of Attorney from them and represent them before the auditing agency. We have been involved in numerous audits in the past 15 years representing our clients before the IRS, Franchise Tax Board, Employment Development Department, and the Board of Equalization.

When our clients are audited, we ask the auditor to come to our office to do his or her

examination of records; and NOT to go to the client’s house or place of business. We have full control over the audit process from the beginning to the end.