Services
Focused tax filing services for individuals and businesses.
Professional return preparation based on the information, records, jurisdictions, and filing obligations relevant to each engagement.
Individual Tax Filing
Federal, California, and multi-state individual income tax return preparation.
- ✓ W-2 and 1099 income
- ✓ Self-employment and Schedule C
- ✓ Rental real estate and Schedule E
- ✓ Investment and retirement income
- ✓ Multi-state filing obligations
- ✓ Prior-year and amended returns
Business Tax Filing
Tax return preparation for corporations, S corporations, partnerships, and LLCs.
- ✓ Form 1120 and 1120-S
- ✓ Form 1065 partnerships
- ✓ California entity returns
- ✓ Multi-state business filings
- ✓ Owner K-1 coordination
- ✓ Extension and estimated tax support
Trust & Estate Tax Filing
Professional fiduciary income tax return preparation for qualifying trusts and estates.
- ✓ Form 1041 preparation
- ✓ Beneficiary K-1 reporting
- ✓ Income and deduction review
- ✓ California fiduciary returns
- ✓ Final-year return considerations
- ✓ Coordination with legal documents
IRS & State Notice Support
Review and response assistance for qualifying federal and state tax notices.
- ✓ IRS correspondence review
- ✓ FTB notice review
- ✓ Information matching issues
- ✓ Filing status questions
- ✓ Penalty notice review
- ✓ Response package preparation