Taxes are complex and multilayered; they require attention from experienced and knowledgeable professionals who are on the cutting edge of complex tax law matters. We focus on providing tax services to closely held companies, including corporations, partnerships and limited liability companies, and to individuals, trusts and charitable organizations. We are proactive in our approach toward tax developments and strategies that may lead to tax deferrals and minimizing current and future tax obligations.
We prepare the entire spectrum of business tax returns from corporate, partnership and limited liability returns to local returns including payroll, sales tax, city business licenses and personal property forms. We are proficient in multi-state filing and can also assist you with international tax matters. We often prepare the income tax returns of a company, its owners and its executives. Being the tax preparer for all involved is advantageous for executives. Being the tax preparer for all involved is advantageous for information gathering for the individual returns and integration of tax planning.
In addition to the above, we are also expert preparers of fiduciary returns, private foundation returns, estate returns (Form 706,) charitable remainder unitrusts, and returns for public charities.
As tax professionals, we gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes.
We provide a wide range of tax services for individuals, businesses and fiduciaries, including, but not limited to, the following:
Year-end tax planning
Multi-year tax projections
Entity formation planning
We have many years of experience representing individuals in audits and appeals to the Internal Revenue Service, Franchise Tax Board, local city and county governments. If necessary, we prepare private ruling requests to the Internal Revenue Service on imprecise issues and interact on your behalf in establishing installation payment arrangements, offers in compromise, and governmental tax levies and liens.
Business Accounting and Bookkeeping Services
Our experience accountants provide a full range of accounting and bookkeeping services to businesses that do not require a full time accounting staff, cutting your employer costs of vacation pay, company benefits and payroll taxes.
We can perform the duties of an in-house accounting department including:
Preparing monthly financial statements and other
Designing and implementing new accounting systems and software
Providing and reviewing payroll information to your payroll service which insures confidentiality of payroll information from your employees
Preparing your payroll tax and sales tax returns
Training your personnel on accounting software and bookkeeping and supporting and supervising your in house staff
Coordinating with your insurance advisors that your business liability and workers compensation insurance is appropriate for your business
Estate and Trusts - We consult with your estate attorney and assist with the formation of trusts during your lifetime to help fulfill your goals for your family and charitable wishes. We also assist with allocation of assets to trusts, minimizing your estate with gifts during your lifetime and with any probate matters. In cases where there are estate controversies, we assist estate litigators in preparing documents and analysis for the litigation and we prepare court or trust accounting in the format required by the probate court.
Individual tax practice - We prepare returns for individuals with various tax issues including investment real estate; investments in partnerships; executive stock options, restrictive stock and other compensation matters; sole proprietorships pension and investment income; and issues specific to those employed in the arts.