Our services

  • Individual tax return preparation

    We handle a variety of tax issues, from simple to complex, including itemized deductions, multi-rental properties, multiple investments, sole proprietorships, and foreign tax credits.

  • Business tax return preparation

    Partnerships, C- and S-Corporations, and Limited Liability Companies.

  • Out of state income tax return preparation

    We evaluate the filing requirements for individuals and businesses on any out of state filing implications.

  • Estate/trusts/gifts and non-profit tax return preparation

    Our experienced staff advise, plan, and walk through each step of the process with you to ease your mind.

  • Consultation

    We specialize in tax issues of all types including entity structure and selection, sale of investment properties, 1031 exchange, financial statement preparation, and tax projections.

  • Audit representation

    IRS, Franchise Tax Board, and sales tax representation. We strategize with you each step of the way so there’s little uncertainty and work together with government agents to qualify you for an Offer In Compromise or Installment Agreement.