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Federal & State Tax Preparation

"Expertly Navigate Tax Season with Confidence"

Your Tax Returns Are Looking Moore Impressive. Shouldn’t Your Tax Professional Too? Who prepares your taxes? Someone who took a brief training course? Or do you trust tax software to understand every nuance of your finances?

Maybe you should be using a CPA, a dedicated professional who really knows the business of taxes and finances. We’ll review your overall financial picture to find ways to help you achieved your goals. Now that you moved up in the world, isn’t it time to move up to a CPA? See our tax offering services below. Call us today

You Know Us For Taxes. You’ll Love Us For Everything Else We Do

As CPAs, we focus on your financial life, not just your taxes. We look at where you want to be. We understand that the point of having financial goals is to make sure you reach the personal ones. We can develop the investment strategies, tax savings options, retirement and estate plans to help you get there.

To see for yourself why our clients appreciate us, call us today

FOR EXAMPLE; FACILITATE BUSINESS ENTERPRISES IN FILING THE FOLLOWING FORMS TO FEDERAL, STATE, AND OTHER REGULATORY AGENCIES:

  • ✓  INDIVIDUAL TAX FORM 1040; INCLUDING THE FOLLOWING ASSOCIATED FORMS;
    ▪  SCHEDULE-C; PROFIT AND LOSS TEMPLATE
    ▪  SELF-EMPLOYMENT TAX
    ▪  FORM 5329: TAXES ON QUALIFIED PLANS (INCLUDING IRA) & OTHER TAX FAVORED ACCOUNTS
    ▪  FORM 8812: CREDIT FOR QUALIFYING CHILDREN & OTHER DEPENDANTS
    ▪  FORM 8829: EXPENSE FOR BUSINESS USE OF YOUR HOME
    ▪  FORM 8879: IRS-e-file
    ▪  FORM 8936: CLEAN VEHICLE CREDIT
    ▪  FORM 8995: QUALIFIED BUSINESS DEDUCTIONS
    ▪  SCHEDULE-A: ITEMIZED DEDUCTIONS OR STANDARD DEDUCTION
    ▪  SELF-EMPLOYMENT TAX

  • ✓  CORPORATE TAX FORM 1120; INCLUDING THE FOLLOWING ASSOCIATED FORMS;
    ▪  FORM 940: FEDERAL UNEMPLOYMENT (FUTA) TAX
    ▪  FORM 941: EMPLOYERS QUARTERLY FEDERAL TAX RETURN
    ▪  FORM 943: EMPLOYEES ANNUAL FEDERAL TAX RETURN FOR AGRICULTURAL EMPLOYEES
    ▪  FORM 944: EMPLOYEES ANNUAL FEDERAL TAX RETURN

  • ✓  PARTNERSHIP TAX FORM 1165

SCH K-1 FOR INDIVIDUAL SHAREHOLDER’S ANNUAL TAX RETURN

FEDERAL & STATE RETURN PREPARATION:

  • ✓  SUB-CHAPTER, S-CORP TAX FORM 1120-S
    ▪  FORM 940: FEDERAL UNEMPLOYMENT (FUTA) TAX
    ▪  FORM 941: EMPLOYERS QUARTERLY FEDERAL TAX RETURN
    ▪  FORM 943: EMPLOYEES ANNUAL FEDERAL TAX RETURN FOR AGRICULTURAL EMPLOYEES
    ▪  SCH K-1 FOR INDIVIDUAL SHAREHOLDER’S ANNUAL TAX RETURN

  • ✓  LIMITED LIABILITY PARTNERSHIP AND/ LIMITED LIABILITY CORPORATION

FORMS FOR ANNUAL TAX FILING TO INTERNAL REVENUE SERVICE-IRS AND CALIFORNIA FRANCHISE TAX BOARD DEPENDS ON THE ENTITIES FORMATION AND ORGANIZATIONAL structure

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