Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. My firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

I will thoroughly and conscientiously study your situation, and tailor our advice to your specific needs.

Tax Preparation- Individuals and Small Businesses

Tax season can be stressful for many taxpayers due to the complexity of all the tax laws. Let me take the stress from you by preparing your individual or business tax return. I prepare individual, corporations, partnerships, LLCs, and other miscellaneous tax returns. I have the specialized experience and technology to ensure that your tax return will be prepared efficiently and accurately.

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Tax Advice and Planning

Effective tax preparation and planning can help you to minimize your future tax liability. I can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having me on your team, you are more likely to benefit from those opportunities. I understand how the latest federal, state and local tax legislation and other developments affect you and your business and I’m constantly identifying new ways to reduce federal, state, or local tax liabilities.

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Tax Audit Representation

An IRS or California Franchise Tax Board (FTB) audit can be an intimidating and complex process. If you or your business face an IRS and FTB audit, you can be sure you will be properly represented. As a former IRS Agent and FTB Tax Auditor, I know how the audit process works and the rights you have as a taxpayer. Your tax issues can be resolved in a variety of ways so that you can have peace of mind.

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Tax Debt Resolution

Do you owe the IRS or any state taxing agency back taxes and don’t know what to do? Have you received notices from the IRS or a state tax agency about your delinquent tax bills? Owing any back taxes can be stressful and can lead to the IRS or any state tax agency garnishing your wages, notifying the public of a tax lien on your assets, or levying (seizing) your assets. Don’t fight this battle alone let me handle this for you while you continue on with focusing on the more important things in life in caring for yourself or your family. I can resolve your tax debt situation by setting up a payment plan through installment agreements or negotiating for you to pay less than what you owe in back taxes through offer-in-compromises.

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Small Business Consulting

If the IRS or state taxing agency audited your business, would you be ready to present all of the required documentation to support your business operations? When I was an IRS Agent, I audited several small businesses that did not have the required documentation, which resulted in thousands of dollars in additional tax owed plus penalties. I can help you be prepared for an IRS or state tax audit by assessing your business operations and advising you on how to properly document and organize your business records.

Do you have an employee(s) who perform bookkeeping for you? If so, how do you know if they are not stealing money from your business? I have experience in investigating financial crimes dealing with embezzlement of money involving small businesses. I can assess your business operations and advise you on how to properly put controls in place to ensure you don’t become a victim to losing hundreds, thousands, or millions of dollars due to fraud committed by embezzlement.

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Personal Finance Consulting

Are you drowning financially and don’t know how to get out of it? Do you have debts and unpaid bills and don’t know what to do? Sometimes in life we need another set of eyes or opinion to help us see things through. If you are having financial difficulties let me assess your financial situation and point you in the right direction so that you can relieve stress in your life or plan ahead for the future for yourself or your family. Even if you are not having financial difficulties I can still give you sound advice. I apply common sense financial methods to give you easy solutions to your financial situation. Remember, it’s not always about how much money you make, but what you do with what you make.

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Call today to schedule an appointment!