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
PERSONAL TAX RETURNS
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
Tax Treaty Coordination, 5471, 5472, US Withholding Tax, Foreign Trust and Gifting Preparation, FBAR, FINCEN Filings
ESTATE & GIFT TAX
IRS, FTB, CDTFA, EDD Representation
Tax Audit Representation, Audit by Correspondence Representation and Problem Resolution