Tax Planning and Preparation Services

We have extensive experience in providing tax planning and preparation services.  We specialize in providing tax services for:

• Individual Tax Planning and Preparation
• Corporation Tax Planning and Preparation
• Partnership Tax Planning and Preparation
• Trust Tax Planning and Preparation
• Estate Tax Planning and Preparation

Tax Preparation                 

We pride ourselves in finishing returns accurately and timely. All tax returns are prepared by us using state-of-the-art software. This means we can complete your return on time to meet your specific needs. The only returns that go on extension are those with incomplete or late information or at a client's request. We know we are working for you not the IRS.

Your return is prepared taking full advantage of all legal tax saving opportunities.

Tax Planning

We focus on the best tax planning strategies that can be legally applied to your individual and business return to save you money. These strategies are applied only after being reviewed and approved by you.  These strategies may include shifting income and deductions, tax deferral through qualified plans, tax exclusion through proper investments, splitting income among family members, and structuring your affairs in order to obtain tax deductions for some personal expenses. The best way to take advantage of these opportunities is to consult with us before the end of the year.

Tax Research

Accurate tax preparation requires thorough research. Our firm has access to all authoritative research material the latest tax research services. We have the resources available to investigate your complex tax issues with the goal of legally maximizing your savings.

Representation Before IRS or FTB

If your returns are audited we offer several options. We can organize your case and meet with the tax authorities on your behalf, or we can help you organize your information so you can represent yourself. In most situations we recommend full representation by us. In simple office audits requiring basic substantiation, some of our clients have successfully represented themselves and used our services only to help them prepare. If your situation is extremely serious we can refer a tax attorney to handle your case.