| We specialize
in preparing the following types of federal, California, and Multi-State
income tax returns:
Individual
Business Tax Returns:
- C Corporation including consolidated returns
- S Corporation including consolidated S Corporation returns
- Partnership and LLC returns
- Employee Benefit plan returns
- Sales, Business license, Payroll, and Personal Property
Tax Statements
Trust and Estate Tax Returns:
We specialize in Estate and Trust tax return preparation
and assist in the creation, administration, and funding of living
and testamentary grantor and irrevocable trusts. We provide complete
assistance to families as a result of the loss of a loved one
including the planning apreparation of the estate tax return through
the establishment and funding of the trusts required to minimize
tax as prescribed by the family trust document. We work with and
recommend estate-planning lawyers to prepare trust documents and
will to assist in the administration of estate and trust matters.
- Fiduciary - Form 1041
- Gift Tax Returns - Form 709
- Estate Tax Returns - Form 70
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As with all financial matters, planning is key. Do not wait too
long to schedule and appointment, call our office now. Also, start
organizing your files, after all, we can only work with the information
you provided. A few minutes a week spent on tax paperwork preparartions
could be worth a great deal of tax savings to you! Call our office
and we will be happy to advise you of the needed and necessarty
paperwork.
We stand behind every return we prepare. Should
you receive notice of an audit/inquiry involving any item we prepared
we stand ready to represent you before the IRS, EDD, BOE, or FTB.
Our office is a full service office, open 12 months a year. We
stand behind our work 100% period. And remember, Enrolled Agents
are the only tax professionals licensed by Congress to represent
individual taxpayers before the IRS.
Contact
us to schedule your tax planning or tax preparation appointment
today.
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