Tax Services

Tax Planning & Preparation Services

We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your business needs and goals.

We leverage the best technology available for optimal efficiency and accuracy. We act with integrity and ethics in everything we do. And we always act in your best interests.

Our Tax Services

BUSINESS TAX RETURNS

Partnership (1065), S Corporation (1120s), C Corporation (1120), Business Property, Sales Tax, Excise, Use and Transient Tax Returns

INTERNATIONAL TAX

Tax Treaty Coordination, 5471, 5472, US Withholding Tax, Foreign Trust and Gifting Preparation, FBAR, FINCEN Filings

ESTATE & GIFT TAX

Estate Asset (706) and Gift (709) Tax Returns Estate Income (1041). Estate and Gift Tax Planning, Compliance, Administration and Representation

YEAR-ROUND TAX PLANNING

Quarterly Tax Provisions, 1031 Exchange, Cost Segregation, and Various Other Tax Planning Items Modeled and Utilized, Tax Credit Services – R&D, NEC, WOTC, Fuel and Others

M&A TAX CONSULTING

Qualified Reorganizations, Business Purchase and Sale Tax Planning

Tax Audit Representation & Problem Resolution

Representation and problem resolution for IRS, FTB, EDD, CDTFA and any other tax agency in the US

NOT FOR PROFIT TAX RETURNS

501(c)3, 501(c)6, Private Foundation and Various Other Exempt Return Preparation

PERSONAL TAX RETURNS

1040s for Partners, Shareholders, Members, and Key Employees of Business