Tax Return Preparation and Tax Planning

  • Individuals


  • Sole Proprietorships

  • LLCs / LLPs

  • S Corporations

  • C Corporations

  • Trusts

  • Estates

  • Nonprofits

We work with the information you provide us and we chase after the information that you did not provide us or did not know to provide us. That means going after everything possible to reduce your tax burden. All the backup you provide, whether it be for your personal tax returns or your business affairs, gets archived into our network. We do this so if you ever have to undergo an audit we have your information ready to represent you.

We encourage you to update us during the year should your circumstances change so that we can assess any potential tax effect to help you adapt accordingly before the year is over when it is too late to do anything about it.

We are available throughout the year to offer feedback on any financial decisions and undertakings that you may be considering.

Tax planning is key to mitigating tax obligations and this we offer you just because you are a tax client.

No tax question is too big. Our CEO has 24 years of tax experience and a Masters of Business in Taxation she earned at USC.