We have a love for taxes. We’re here to help you make tax season as painless as possible.
Let us help you with any of the following below
Individual taxes – the individual taxpayer is king. All tax roads lead back to the individual. There is not a tax situation that we’ve not encountered. Whether you are retired, self-employed, own real estate, own brokerage accounts, receive K-1s from partnerships or s-corporations, stock options, and more, not to worry.
Trusts – trust tax return preparation.
Partnerships – whether California based or multi-state, not to worry.
Corporations – closely held corporations.
Non-profits – we’ll make sure we get all working papers in order to prepare your return properly.
Tax Planning – for future tax filings there are ways to minimize tax owed. We can provide help with the following
- Entity Selection (partnership, LLC, s-corporation or corporation)
- Real Estate Issues
- Trusts
- Estate Planning
- 529 Plans
- Investment Tax Loss Harvesting
- Foreign Tax Credit Issues
- Social Security Benefits
- RMDs
- IRA and Roth IRA Accounts
- 1031 Exchanges
- Stock Options
- Deferred Sales