Accounting & Tax
Services
Tax Preparation
99% of audits and IRS issues can be stopped with proper tax preparation. In my training with Big 4 CPAs and working for Intuit, I am well versed in the proper way to code entries and check my work so that issues are stopped before they even start.
Tax Planning
My job is to make your life easier. After a seamless tax preparation projection, my main goal is to make the next year painless. From providing vouchers to suggesting how to structure purchases and payments, we can make your taxes a painless proposition.
Business Entity Selection
The type of business entity you have creates a lot of opportunities and obligations. In California, a limited partnership is a good way to avoid the LLCs fees but they are a bad choice in a lot of other states. General Contractors should not form LLCs because the bonding requirements are intense. Delaware charges extensive fees to close down entities. Every state and entity type has their tricks and you need someone who knows them and can give you the documents you need to successfully get your business up and running.
Trust Creation
Most people do not have a trust or a will which will make your children or other heir’s have an extremely difficult time processing your estate. Probate, the process of handing your assets down to your heirs, is extremely expensive and time consuming in California and a living trust helps avoid this. However, a trust is not simply about what happens to your items, it also helps with your medical care, ensures you know who will be caring for your children and gives you peace of mind.
IRS Representation
Having been trained by Big 4 accountants and working in tax software development, I know the best way to avoid an audit is to not draw the IRS’ attention to your tax return. Sometimes you are just unlucky though and you will need someone at your side to help you navigate the process. I am happy to take over for you or to simply coach you through the process.
Tax Debt Resolution
When you owe a lot of money to the IRS or a state tax agency, it seems like an endless uphill battle. There are programs, especially with the IRS, that will allow you to settle your tax debt or take a break from payments when your circumstances change. I have developed a low cost offer in compromise system so you can help yourself or I can handle it for you.
