Services: Individual Tax Preparation & Planning

From the simplest to the most complicated financial transactions, we are here to help you with your taxes!

We will guide you through your tax planning and preparation decisions with strategies to minimize your tax burden and liabilities, including handling trust and estate tax preparation.

Our expertise, experience, analysis and thorough research allow us to prepare your tax returns in a timely and efficient manner, while optimizing your legal financial opportunities.

We expertly prepare many different types of tax returns, including:

  • Individual
  • Business
  • Trusts
  • Estate

We can also facilitate your pre-year-end income tax workup, which can help avoid surprises and create additional tax savings opportunities.

Should the need arise, we will represent you in tax audit situations before the Internal Revenue Service and Franchise Tax Board.

Contact us to find out more about our expert tax preparation services.

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