Services we provide

Our Tax Services have been revamped this past year to include Tax Preparation and Tax Planning.
Have you received one of those nasty letters that you can't resolve with the IRS on your own? I will continue to take on the simpler cases. For those more difficult cases, I can refer you to colleagues who are experienced in dealing with the higher level IRS and FTB issues.
Tax Planning should be part of your annual tax preparation regimen! While difficult for individuals to add to their tax planning portfolio, small business owners could be missing out on thousands of dollars in tax savings.
Everything from your business structure, to what savings plan you have, to when to purchase new equipment and inventory for your business can have an affect on your tax bill at the end of the year.
Our goal is to have your tax bill be ZERO at tax time.