Tax Planning & Preparation

The hardest thing in the world to understand is the income tax – Albert Einstein

Wasn’t Mr. Einstein correct? By staying apprised of current tax laws, we take a proactive approach to minimize your current and future tax liabilities. This helps you minimize the amount of money being locked up by the IRS. Contact throughout the year helps us stay informed about your personal and business tax planning needs. When rules are changing, there are pitfalls and opportunities that can make a difference in the taxes you pay.

We also have extensive experience in successfully representing our clients before tax authorities.

Contact us to schedule a free one-hour consultation.

Our tax services include the following, but are not limited to:

Preparation & Planning
  • Individuals
  • Partnerships
  • Corporations
  • Limited Liability Companies (LLC)
  • Limited Liability Partnerships (LLP)
  • Estates, Trusts & Gifts
  • Not-for-Profits
Representation
  • Internal Revenue Service, Franchise Tax Board (CA), Employment Development Department (CA), Labor Board, and other Taxing Authorities
  • Liens, levies, asset seizure and wage garnishments
  • Installment payment plans
  • Penalty abatement
  • Responses to IRS and/or state letters
Business
  • Choice of entity and structuring
  • Tax effect of changing entities