Tax Services – including business entities and personal income tax returns.

Tax planning and preparation allows maximized financial opportunities and savings. We offer strategic planning and preparation implementing current tax laws and regulations to your benefit.

Tax planning is an essential step on the path to financial growth. Our firm is proactive with our clients ensuring financial success due to our innovative strategies and recommendations based on the industry. With year-round involvement, we ensure our clients little to no surprises upon the arrival of the tax season.

We have significant experience in fulfilling tax filing requirements and tax authority representation in accordance with current legislation and tax laws, to provide clients considerable tax savings and avoidance of tax liabilities.

Useful Links:      irs.gov   ftb.ca.gov

Financial Reporting

We present information in the form of financial statements that are the representation of management, without expressing any opinion or assurance regarding them.

We also specialize in processing payroll including preparation of all payroll tax returns, preparation of sales tax returns, assist with workers compensation audits as well as preparation of personal property tax reports.

Useful Links:      irs.gov edd.ca.gov boe.ca.gov   sdtreastax.com