Services: Tax Preparation and Planning

Smart financial strategies include tax planning and preparation.

Whether your business is a partnership, corporation, sole-proprietorship or other entity, we will guide you through your tax planning and preparation decisions with strategies that minimize your tax burden and liabilities. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

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 Franchise Tax Board and/or the Internal Revenue Service.

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

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