Tax-Planning

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Services

Bookkeeping, payroll, sales tax, and tax services for individuals, families, and small businesses.

Bookkeeping, payroll, and sales tax

Bookkeeping

Accurate books all year mean easier taxes and better decisions for your business.
  • Categorizing income and expenses
  • Bank and credit card reconciliation
  • Monthly or quarterly financial reports
  • Clean-up of past-due or disorganized books

Payroll

Pay your team correctly and stay on top of payroll tax obligations.
  • Payroll processing
  • Payroll tax deposits and quarterly filings
  • Year-end W-2 and 1099 forms

Sales tax

Keep your California sales and use tax filings accurate and on schedule.
  • California sales and use tax returns
  • Tracking taxable and non-taxable sales
  • Help with notices and filing questions

Tax services

Personal tax preparation

Federal and California returns for individuals and families.
  • W-2, 1099, retirement, and investment income
  • Deductions and credits reviewed
  • Prior-year and late returns

Business tax preparation

Returns for self-employed people and small businesses.
  • Sole proprietors and LLCs
  • S corporations and partnerships
  • Business income and expense review

Tax planning

Plan ahead so there are fewer surprises at filing time.
  • Quarterly estimated tax payments
  • Year-end planning for individuals and businesses
  • Review of withholding and deductions

IRS representation

Enrolled Agents are authorized to represent taxpayers before the IRS.
  • Responding to IRS and FTB notices
  • Audit representation
  • Payment plans and collection matters

Start with a conversation about your taxes

Tell me what you need help with and I will let you know how we can work together.
Book a Consultation