Below is a list of tax related services that we offer:
Tax Preparation
We pride ourselves in finishing returns accurately and timely. All tax returns are prepared in-house using state-of-the-art software and high speed laser printers. This means that we can make last minute changes, if necessary, and still complete your return on time. The only returns that go on extension are those with incomplete or late information or at a client's request. We also realize that we are working for you not the IRS. Your return is prepared taking full advantage of all legal tax saving opportunities. The following
tax returns are professionally prepared:
| Individual |
Fiduciary |
| Corporate |
Sales |
| Partnership/LLC |
Property |
Tax Planning
There are several basic tax planning strategies that can be applied to both individuals and businesses to save you money. These 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. We will review your current situation, offer tax savings suggestions, and provide you with a report outlining your potential savings as a result of our suggestions.
Tax Research
Accurate tax preparation requires thorough research. Our firm has access to all authoritative research material using CD and online services. We have the resources available to investigate your complex tax issues with the goal of legally maximizing your savings.
Representation Before IRS or
CA Franchise Tax Board
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
you to a tax attorney.
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