We welcome all individual and business income tax clients, from simple and organized returns to the most complex. Whether you have one W-2, or are self-employed with extensive investments and deductions, we are pleased to work with you to file your personal income tax returns.

Sole proprietors and SMLLC’s still file their income and expenses on a personal 1040.

We offer tax preparation for multi-member LLC’s, general partnerships, S-corporations, and C Corporations. The best way to save on taxes is to have clean bookkeeping and a properly prepared tax return.

Don't let the weight of the IRS or other tax authorities bring you down! Our office specializes in getting clients back on track, whether you're behind for one year or ten. We'll work closely with you to develop a strategic plan with various strategies to manage, reduce, or even eliminate your tax-related debts. From helping with notices from tax authorities like the IRS and FTB, to offering in compromises, currently not collectible status, installment agreements, partial pay installment agreements, penalty abatements, and other options tailored to suit your unique situation, we're here to take the burden off your shoulders and get you back on solid financial footing!

Our trusted tax experts specialize in efficient trust and estate tax preparation. We handle the complexities of tax laws, maximizing deductions and credits, to minimize your tax liability. With our meticulous attention to detail and in-depth knowledge, we ensure accurate and timely tax filings for your trust and estate. Trust us to navigate the intricacies of tax preparation, providing peace of mind and optimal financial outcomes.

Life changes can have a big impact on your taxes, but don't worry - we're here to help. Whether you're retiring, getting married or divorced, buying or selling a home, experiencing changes in employment, having children, or dealing with capital gains/losses, we're happy to discuss any future tax planning questions you may have during your appointment with us.

For businesses, we offer expertise in entity structure, retirement plans, estimated tax payments, business deductions, buying or selling a business, reasonable compensation, hiring employees or contractors, buying or selling rental properties, and any other future tax planning questions you may have. Whether you're starting a new business or experiencing growth, we're here to help you navigate the often complicated world of taxes and ensure your financial success.

We assist new business owners with selecting the best business entity for their needs by creating a Corporation, Limited Liability Company, or Partnership.

We provide a start-to-finish full business start-up. We file all necessary forms with the Secretary of State, Internal Revenue Service (IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), California Department of Tax and Fee Administration (CDTFA), and assist with reasonable compensation reports, payroll, retirement accounts, etc.

Planning for the future may not be the most enjoyable task, but it's vital to protect your loved ones in the event of death, accident, or illness; we offer comprehensive estate planning services, including wills, living trusts, and powers of attorney, to ensure that your assets are distributed according to your wishes and your family is not burdened with administrative tasks during a difficult time. Our living trust service provides complete control during your lifetime, offers provisions for incapacity, and enables you to leave assets to your loved ones without the expense and delay of probate.