Individuals

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Individuals 

Tax Preparation  & Planning.

Our Tax Planning & Preparation services for individuals help you and your families 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

  1. Organizing – Using our software link portal that makes it easy on you to deliver your documents on a timely and organized way.
  1. Accuracy – We will share tax documents through direct uploads, mobile pictures or imports from your financial banker saving you time with and incredible accuracy.
  1. 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. You will get a notification to make an estimated tax payment.
  1. Peace of Mind – We will keep track of important client documents and data wisely.

 

2. TAX PLANNING

  1. Money Savings – We will go over the outcome of your taxes and provide you with tax analysis for future tax savings. We will compare your tax return against “norms” for similar returns.
  1. Change of Life – Planning to buy a house, expecting new born, getting married, etc., we will provide you with tax saving tips.

 

3. REPRESENTION

    1. Back Taxes and/or Tax Levies – Don’t look further. We will work with you until the matter is  settled.
    1. 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.

 

  1. Individual Self-Employed

 

  1. Bookkeeping – Monthly services will be provided remotely. No hassle to bring your information to our office monthly.
  1. Sales Tax – We will prepare your monthly or quarterly sales tax return.

 

We’re meticulous in our methods so that we’ll be able to ensure that we don’t overlook any deductions for which you’ll be eligible. Call or visit us at our office in El Cerrito, CA today so that we can set up an appointment with you to discuss your tax preparation requirements. We keep up with the latest tax guidelines and rules so that we’re able to deliver competent, reliable service to our clients.