As CPA's we can handle all of your income tax matters including tax preparation, tax resolution and tax planning.  Why go anywhere else when you can have the support of a Certified Public Accountant. 

We have the expertise to provide you with the services that you need.  Dedicated to keeping our skills honed with continuing education courses throughout the year, we are highly qualified and can help you with all of your tax compliance needs.

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Tax Preparation

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you.  Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

  • Individual Tax Return Preparation
  • Business Tax Return Preparation 
  • Gift & Estate Tax Return Preparation
  • Partnership & Corporate Tax Preparation
  • Estate and Succession Planning
  • Tax & Education Planning
  • Out-of-State Returns
  • Business Start-Ups

Tax Resolution

If you have ever dealt with the IRS before you know it can be frustrating and confusing. With the numerous amount of tax problems that exist it is hard to keep current with all the information that is being directed your way. Often it seems as if you are being forced to drink from a fire hose. Our goal is to get rid of that fire hose feeling so that you can continue to focus on your daily life.

There are many avenues to think about when dealing with IRS tax problems that the average individual may not think about or even know. However, we are experienced at working with the IRS and California and use our expertise and years of experience to bring about the best resolution to your tax problems. 

We believe each tax issue is different and needs to be analyzed by a professional so that you fully understand the best course of action available to you. We do this by meeting with you to listen and gain understanding of the situation. Once we have gathered all the information we will explain the details and what we believe to be the best course of action in solving your specific tax issues. Our desire is to remove the stress from your life so you can focus on your daily life knowing full well that we are taking care of you. You do what you do best and we will help you with the rest.

The following services are some examples of the numerous tax solutions we provide:

  • Payment Plans
  • Offer in Compromise
  • Release Levies and Wage Garnishment
  • Release State and IRS Liens
  • Back Tax Negotiations
  • Tax Settlements
  • Tax Penalty Abatement 
  • Tax Lien
  • Tax Audits
  • IRS Notices

Tax Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

The goal with tax planning is to minimize liability in current and future tax years. Some examples of tax planning include: deciding whether to file jointly or separately, timing the sale of an asset, identifying applicable deductions, etc. 

Audit Representation

Tax audits can be a long, arduous process; however, with our assistance, we can ensure the process runs as smoothly as possible. Our team of experienced professionals can ensure that you are being properly represented when dealing with tax authorities.