Services

Practical help for routine and complex financial work.

From annual returns to ongoing accounting and difficult tax matters, the firm brings the work into a clear scope and keeps the next step understandable.

Individuals & families

Individual tax services

Preparation and guidance for straightforward filings, multi-part returns, and life changes that require more careful planning.

Federal and California individual returns
Itemized deductions
Investment and capital gain reporting
Rental property reporting
Sole proprietor / Schedule C returns
Trust income tax returns
Multistate returns
Married filing separately analysis
Estimated tax calculations
Extensions and filing support

Closely held organizations

Business tax & entity services

Tax filings and practical structure guidance for owners who need the business and personal picture considered together.

Partnership returns — Form 1065
S corporation returns — Form 1120-S
C corporation returns — Form 1120
Nonprofit returns — Form 990
Entity selection consultation
New entity setup guidance
Owner compensation considerations
Business property tax filings
Sales tax filings
Statements of information

Better financial information

Accounting, bookkeeping & payroll

Ongoing support that keeps the records useful—not simply complete.

Bank and account reconciliations
Profit and loss statements
Balance sheets
General ledger cleanup
Bookkeeping setup and support
Bookkeeping training
Payroll support
1099 preparation
Accounting consultations
On-site support by arrangement

Look ahead

Tax planning & advisory

Planning is most useful before the year is over or a transaction is complete. The firm can help evaluate estimated payments, income timing, entity choices, deductions, and the tax effect of an upcoming decision.

Discuss a planning need

Notices & problems

IRS and state tax matters

A notice does not always mean the taxing agency is correct. The first step is to review the full correspondence, filing history, deadlines, and supporting records.

IRS and FTB notice review
Amended returns
Late-filed returns
Audit representation
Penalty abatement requests
Collection and levy matters
Wage garnishment matters
Tax account research

Beyond the standard return

Specialized filings

Foreign bank account reporting / FBAR
Gift tax returns
Trust returns
Business property tax statements
Sales tax filings
Complex K-1 reporting
Tax research memoranda
Other filings by quotation

Not sure where your need fits? Start with the document or deadline in front of you. The firm will identify the appropriate scope.