Individual tax preparation
Federal Form 1040 and California Form 540 for employees, contractors, retirees, students, and families. Every return is reviewed before filing and you leave with a complete copy.
Services
Everything we do falls into three groups: preparing returns, keeping books, and dealing with the IRS and the Franchise Tax Board when they write to you. Each service below has its own page with what is included, what to bring, and how fees work. If you do not see your situation listed, call us. Most "unusual" situations are ones we handle every season.
All six services are delivered from our office at 6755 Tampa Ave, Reseda, CA 91335. Call (818) 401-7468 to book.
Small business tax preparation
Schedule C, single member LLC, S corporation, partnership, and C corporation returns, federal and California. We reconcile the books before preparing the return, because unreconciled numbers are the most common reason a business gets a notice.
Bookkeeping and accounting
Monthly or quarterly bookkeeping, reconciliations, receivables and payables, and financial statements. Clean books mean a faster tax return, lower preparation fees, and statements a lender will accept.
Tax audit support and notice response
When a letter arrives from the IRS or the Franchise Tax Board, we read it, explain what the agency is asking, gather the records, and prepare the written response. Amended returns and payment plans where needed.
Tax planning
Mid year and year end planning meetings with a written summary. Estimated payments, SEP and Solo 401(k) contributions, sole proprietor versus S corporation, the California pass through entity elective tax, and planning for a home sale or a new business.
Prior year and amended returns
Multiple unfiled years, IRS wage and income transcripts to rebuild the records, Form 1040-X and California Schedule X amendments, penalty abatement requests where eligible, and installment agreements. Practical, no shame.