Income Tax Preparation and Planning
Income taxes can be complex and frustrating, let us handle the stress for you. We offer complete and comprehensive income tax and IRS audit representation services for all types of individuals and organizations. We also offer planning services for your tax, estate, and trust needs so that you do not pay more tax than you are required to. We offer flexible ways of preparing your tax information but for new clients we do require a tax interview. Continuing clients can mail their information to us, upload the information to a secure document sharing site, or drop their information off. We provide tax services to clients in Northern California and have many clients that we continue to serve in different states across the country.
- Estates and Trusts
- Exempt Organizations (Non-Profit)
- Estate Tax Preparation
- Tax Audits – IRS, FTB, EDD, BOE, CDTFA, etc.
- 1031 exchanges