Tax Services

STRATEGIC TAX PLANNING

Strategic tax planning and reporting significantly impacts your ability to meet your overall financial objectives. We anticipate tax opportunities rather than just reacting to them. As a result, we proactively help you maximize your tax savings opportunities. We want you to reach that comfort level of knowing that you are taking advantage of every tax deduction available.

TAX RETURN PREPARATION

Our experience and expertise allow us to accurately and efficiently prepare returns for businesses, non-profit organizations, individuals, estates, trusts, partnerships, LLCs and corporations.

TAX AUDIT REPRESENTATION

With years of experience in this area, we can represent you before the IRS, Franchise Tax Board, and other taxing agencies. Our knowledge of the tax laws, understanding of government procedure, and interaction with tax authorities, gives us the ability to successfully reduce audit assessments or increase tax credits.

ESTATE AND GIFT TAX

Effective estate and gift tax planning facilitates the orderly transfer of assets to your beneficiaries and provides security for your surviving spouse.