We got you covered.

Aside from the tax return preparation, here's a list of services that we provide:


  1. Individual Tax Return Preparation

  2. Business Tax Return Preparation (Corporations, Partnership, LLCs)

  3. Representation

  4. Responds to IRS and State Notices

  5. Tax Planning

  6. Form 1099s preparation /Form W2s preparation

  7. Quickbooks subscription

  8. Liaison to Estate Planning

  9. Preparation of Annual Minutes /Corporate meetings

  10. Payroll Services

  11. Handling Child Credits- school records for parents

  12. Retirement Planning

  13. Application of Individual Taxpayer Identification Number (ITIN)

  14. Financial aid for College students-

  15. Working with clients on options of payment to the IRS - Offer in Compromise (OIC) settling partial and installment payments

  16. Removal of penalties - First Time Abatement (FTA) /First Time Penalty (FTP) removal

  17. Catch up Depreciation schedule - Form 3115

  18. Tracking capital gains for homes when selling

  19. Amendments of Tax Returns

  20. Foreign Account Tax Compliance Act (FATCA) compliance reporting

  21. Foreign Bank Account Reporting (FBAR)

  22. California in General - respond to issues in California laws and regulations

  23. Cryptocurrency

  24. Required Minimum Distribution (RMD) on retirement withdrawals

  25. Form 7203 - calculation of Partnership and Corporate basis - Reconstruction

  26. Reasonable Compensation Report for S Corp owners

  27. Application of Form 2553- Election by Small Business Corporation

  28. Online Transcript monitoring and retrieval

  29. Social Security Planning

  30. Sales Tax Calculation and compliance

  31. Tangible Tax and Intangible Tax calculations

  32. Business Property Tax

  33. Fixed Asset Management

  34. Form 1031 exchanges

  35. Request for Accountant's letter

  36. Lien Releases

  37. Review of Prior Tax Returns for accuracy

  38. Income and expenses reconstruction ( if there is no Profit and Loss created)

  39. Year-End adjusting entries of the books

  40. R&D Credits

  41. Bookkeeping

  42. Audits

  43. Installment Sales