Our Services

Income Tax Services

Income tax services are services that help individuals, businesses, and other organizations file their income tax returns accurately and in a timely manner. These services may include bookkeeping, tax preparation, filing of tax returns, tax advice, and representation in the event of an audit.

Tax Planning

Tax planning is the process of strategically analyzing your finances and investments to minimize your tax liability. It involves taking advantage of deductions, credits, exemptions, and other tax strategies to legally reduce the amount of taxes you owe. It also involves making decisions that will minimize the impact of taxes on your income and investments.

Estates & Trusts

This involves creating a trust document that outlines the terms of how your assets will be distributed and managed, appointing a trustee to oversee the trust, and arranging for any tax or legal matters that will come up. Estate trust planning can help ensure that your wishes are carried out and that your assets are protected from creditors, predators and other potential risks.

Payroll Services

These are services that manage employee wages and salaries, as well as other related processes such as calculating taxes, tracking deductions, and issuing payments. These services also typically provide reporting tools or services, such as generating weekly, bi-weekly or monthly payroll reports, to help businesses manage their finances, maintain compliance with government regulations, and ensure accuracy in their payroll processing.

Business Transition Planning

The process of planning for the succession of a business from one owner to another. It involves assessing the business’s current state and planning for the transition of ownership and management. This includes deciding on the legal entity of the business, transferring the assets, setting up a transition team, and creating a transition plan. It also involves planning for the financial aspects of the transition, such as the purchase price, tax implications, and financing options. Ultimately, the goal of Business Transition Planning is to ensure a smooth and successful transition of ownership and management.

Audit Representation

Audit representation is a process whereby an independent professional, such as a Certified Public Accountant (CPA), provides representation on behalf of a taxpayer during an audit. This representation includes assistance with the preparation of documents, gathering of required information, and providing guidance in the event of an audit. The CPA may also provide advice on the best way to handle questions posed by the auditing agency. Ultimately, the goal of audit representation is to ensure that the taxpayer’s rights and obligations are fully protected.

No Matter What Your Future Holds. We’re Here to Help.

With over 25 years in the business we have a track record for success!

We offer the best in Taxes – Personal, Business, Corporation, Consulting, Representation before the IRS, Bookkeeping, Write Ups, Payroll, Financials, & QuickBooks Certified. Our rates are competitive, with no hidden fees. Our employees are friendly and will be there to help you every step of the way.

Address

857 2nd Street
Brentwood CA 94513-1185