Individual & business tax preparation
We prepare federal, state, local, and multi-state tax returns for individuals, corporations,
partnerships, estates, trusts, and nonprofit organizations. Our filing services include
Forms 1120, 1120S, 1065, 1041, 990, and 1040, with careful attention to each client's
circumstances and reporting requirements.
Your completed return is a starting point for informed decisions, not the end of our work.
We walk you through the results and provide a detailed action plan with practical steps
toward your goals. Our tax-saving recommendations consider your wider financial picture,
prioritizing sound business decisions and lasting value over short-term maneuvers.
The focus is on helping you preserve what you have built and plan for the legacy
you want to leave.
Tax return preparation & compliance
Strategic & proactive tax planning
International tax
Federal, state & local tax
Transactional tax structuring
Tax consulting & analysis
Form 1040
1120 / 1065
LLCs
Multi-state
Estimated payments
Accounting, Bookkeeping & Financial Reporting
Monthly or quarterly bookkeeping using accounting software: bank and credit-card
reconciliation, expense categorization, and clean reports you can actually use. Good
books make tax season faster, cheaper, and far less stressful — and give you numbers
to run the business with.
Bank reconciliation
Accounting software
Monthly close
Clean-up projects
Financial Statement Preparation
Cash Basis vs. Accrual Basis Accounting
Payroll Services & Compliance
End-to-end payroll services for employers, from initial setup and employee onboarding
to regular payroll processing, wage calculations, tax withholding, deductions, and
payroll reports. Ongoing support includes payroll records, federal and state tax
deposits, quarterly Forms 941 and DE 9C, annual Forms 940 and W-2/W-3, and
assistance with payroll notices and corrections. Independent-contractor 1099 filing
is also available. Keep payroll organized, employees paid on schedule, and reporting
deadlines on track.
Payroll setup & processing
Employee onboarding
Withholding & deductions
Payroll reports & records
Forms 941 / 940
W-2s & 1099s
EDD filings
Deposit schedules
Notices & corrections
California sales & use tax
CDTFA registration, quarterly and annual prepayment returns, district-rate
questions, partial exemptions, resale certificates, and sales-tax credits. Special
experience with auto-repair shops and other mixed goods-and-services businesses, plus
audit support when CDTFA comes calling.
CDTFA returns
District rates
Resale certificates
Audit support
Tax Audit & Agency Representation
Representation in audits and tax matters involving the IRS, California Franchise Tax
Board (FTB), Employment Development Department (EDD), California Department of Tax and
Fee Administration (CDTFA) for sales and use tax, and city tax agencies.
Support includes agency audit representation and examinations, responding to notices,
preparing audit documentation, tax dispute resolution, appeals, and requests for
penalty abatement. Assistance is also available for offers in compromise where
eligible, installment agreements, collection matters, balance-due planning,
and account transcript reviews.
Agency audit representation
Offer in compromise
Installment agreements
Tax dispute resolution
Examinations
Appeals
Penalty abatement
Collection matters
IRS / FTB / EDD matters
Sales tax audits
City tax audits
Tax notices
Tax Planning & Business Advisory
Proactive, year-round tax planning for individuals, business owners, and rental-property
owners. We help you evaluate tax projections, estimated payments, income timing,
entity selection, and year-end decisions before you file. Planning also includes
annualized income calculations for uneven years and coordination with your other
advisors, alongside bookkeeping and return preparation.
Entity selection
Tax projections
Annualized income
Year-end planning