Tax Preparation & Planning

Our tax preparation services include:    

  • Income tax for individuals, small businesses, corporations, partnerships and LLC's, estates and trusts
  • Gift tax returns
  • Employment tax returns
  • Personal property tax returns
  • Sales and use tax returns
  • Nonresident alien tax returns
  • Information returns on Form 1099
  • Report of foreign bank and financial accounts (FBAR)

Government Agency Audits    

  • IRS Audit representation
  • Appeals and resolving tax disputes
  • State Audit representation
  • State Board of Equalization representation
  • Employment Development Department representation
  • Installment agreements
  • Offers in compromise


Tax Planning

Proactive, year-round tax planning is vital to minimizing your tax liability. We work with you to structure your activities to mitigate your tax liability. Whether it is planning for all deductions, structuring your business with the proper legal entity, or simply making sure your estate planning documents are in order, the best time to plan is well before you have to file a tax return.