Individuals

Individuals

Tax Preparation and Planning

Your personal tax advisor

Our Tax Planning & Preparation services for individuals help you and your family minimize tax liability with strategic tax planning and preparation. We also save you time by representing you before tax authorities. Our services cover:
 
  1. TAX PREPARATION
Organizing - Using our software link portal that makes it easy on you to deliver your documents on a timely and organized way.
Accuracy- We will share tax documents through direct uploads, mobile pictures or imports from your financial banker saving you time and unbelievable accuracy.
Responsiveness - We manage our communication more efficiently using various features like mobile accessibility and automated notification. You will know when your tax is done instantly.
Peace of Mind - We will keep track of important client documents and data wisely.
 
  1. TAX PLANNING
Money Savings - We will go over the out come of your taxes and provide you with tax analysis for future tax savings. We will compare your tax return against "norms" for similar returns.
Change of Life - Planning to buy house, expecting new born getting married, etc. we will provide with tax saving tips.
 
  1. REPRESENTATION
Back Taxes and/or Tax Levies - Don't look further. We will work with until the matter settled.
Audit or Review - We can represent you before the IRS, FTB or Board of Equalization. Once you gave us the power of attorney, we will represent you tirelessly.

Accounting & Bookkeeping Services

Eliminate the headaches of managing your own books.

Does sorting through financial records and paperwork overwhelm you? Or are you going through a significant time in your life such as marriage or retirement, and don’t know how to handle the financial changes that come with them? You’re not alone. Our Accounting & Bookkeeping services for individuals are designed to meet those needs.
 
  1. BOOKKEEPING
Our accounting experts will handle your personal finances. That includes keeping record of your income and spending, balancing your checkbook, looking over your credit card statements, and providing you with sound financial guidance. All your financial data is treated with utmost confidentiality. This monthly service is performed remotely, eliminating the hassle of having to bring your documents to our office.
 
  1. SALES TAX
We will help you prepare your monthly or quarterly sales tax return.