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We consider Tax Planning an integral part of the Tax Preparation process. If you have any questions or are contemplating a financial decision, please contact us to discuss the tax implications.

"The only difference between death and taxes is that death doesn't get worse every time Congress meets." - Will Rogers

Getting Ready to have your taxes prepared?

Now it is time to gather your paperwork and get ready for that marathon known as completing your tax return. Both Federal and California have made a lot of changes again this year. But having a professional help you every step of the way, from knowing what questions to ask to filing it electronically for you, makes the process much easier and smoother.

Here are some checklists to help you get ready for your appointment.

Or, some people find this handy Tax Organizer to be more helpful.

These are simple reminders about tax items that would be necessary for preparing the most accurate tax return possible. Obviously, we can’t include every situation, but is a good tickler to jog your memory of items that might be pertinent to your specific tax return. Please review them carefully.

"The hardest thing to understand in the world is the income tax." - Albert Einstein

Income Tax Services...

We have seven Enrolled Agents on staff. All of our tax preparers receive extensive training each year. With our many years of experience and our commitment to continually investing in education, we are able to offer you our excellence in income tax planning, preparation, and representation.

Our Tax Services include...

Individual Tax Returns
Individual Tax Planning and Preparation
Out of State Returns
Non-Resident Returns
Retirement Planning
Prior Year Return Review and/or Preparation
Audit Representation

Business Tax Returns

Business Tax Planning and Preparation
Business Entity Consultation
Business Start-Up Consultation
Partnerships
C Corporations/S Corporations
Limited Liability Companies (LLC)
Non-Profit Business Returns

Fiduciary Returns

Estate Returns
Gift Tax Returns
Trust Tax Returns

Free Electronic Filing

"Our forefathers made one mistake. What they should have fought for was representation without taxation." - Fletcher Knebel