Our tax planning and advisory services help you identify opportunities to minimize your tax liability. We work with you to understand your financial goals and develop a tax strategy that meets your needs.
Strategic tax planning on maximizing the tax code benefits to minimize tax liability through applicable excludable income, deferrable income, deductions, credits, tax relief etc.
The financial market tax planning and advisory services explore the tax code and identify tax savings opportunities of various financial products and structures that maximize deductions, deferred income, minimize taxes, earn tax-free income, managing overall tax exposure.
Business (Sole-Proprietorship, LLC, S-Corp, C-Corp, Partnership) tax planning and advisory services, cover areas which businesses and owners can maximize the benefits of the tax code to minimize tax liability. Business entity structures and optimization are the key drivers in the tax savings strategy.
Real estate tax planning and advisory services cover and identify tax savings opportunities in real estate activities and transactions such as the 1031 Exchange, Cost Segregation, Short-Term Rental, The 14-Day Rule, Capital Gain Tax Incentives, Installment Sales, Entity Structure Tax Benefits, etc.
We offer comprehensive tax preparation services for individuals and businesses. Our team of experts ensure you are in compliance and maximize all your tax savings. *THESE ARE ESTIMATED STARTING FEES! ACTUAL FEES ARE BASED ON TIME AND COMPLEXITY OF RETURNS.
Individual Tax Returns - Non-Itemized Filers.
Individual Tax Returns - Itemized Filers - Including Schedule A & Charitable Contributions.
Tax form (Schedule C - Profit or Loss from Business) you file with your Form 1040 to report income and expenses for your business. The resulting profit or loss is typically considered self-employment income.
California - Single Member Limited Liability Company (SMLLC) Return - Form 568.
To report the following: The sale or exchange of a capital asset not reported on another form or schedule. Gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit. Schedule D (Form 1040)
To report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in real estate mortgage investment conduits (REMICs), Schedule E (Form 1040).
Partnerships file an information return to report their income, gains, losses, deductions, credits, etc. Form 1065 - U.S. Return of Partnership Income/CA Form 565
Report the income, gains, losses, deductions, credits, and to figure the income tax liability of a corporation. Form 1120 - U.S. Corporation Tax Return/CA - Form 100
Report the income, gains, losses, deductions, credits, etc., of a domestic corporation or other entity for any tax year covered by an election to be an S corporation. Form 1120S -U.S. Income Tax Return-S Corporation/CA-100S.
Form 990 is the IRS' primary tool for gathering information about tax-exempt organizations, educating organizations about tax law requirements and promoting compliance. Organizations also use the Form 990 to share information with the public about their programs. Form 990 - Return of Organization Exempt from Income Tax.
Retainer required to commence the amendment of your return. Fee paid is refunded as credit toward the amended return preparation fee. Fee is based on the Original return prepared by our office.
Retainer required to commence the amendment of business return. Fee paid is refunded as credit toward the amended return preparation fee. Fee is based on the Original return prepared by our office.
Upon request and fee paid, return extension is filed. Fee paid is refunded as credit toward the return preparation fee.
Accidental book-keeping and accounting clean-up prior to returns preparation. This is an hourly fee service, and it is based on its complexity, volume of transactions and financial records.
Our tax dispute and audit defense team can represent you in front of the IRS and work to resolve any issues in your favor.
The Phase 1 of 3 Phases of the resolution process involves:
Phase 1 Is REQUIRED. Full payment of fee is required before commencement of representation engagement. COMPLIANCE (Optional) - 2 & RESOLUTION - 3.
The tax audit representation is a shield and voice for the taxpayer in an audit, ensuring fair treatment, legal protection, and the best possible resolution of the case. The scope of representation includes but not limited to communication, document review & preparation, audit strategy, negotiation & resolution and appeals support.
Our business (corporation, S-corporation, partnership, or LLC) tax audit representation ensures that your business is professionally defended during an audit, with minimal disruption to operations, while securing the most favorable resolution permitted by law. The scope of representation covers communication & advocacy, document review & organization, audit strategy & defense, negotiation & settlement, appeals & further action.
Payroll Tax Audit Representation shields businesses from the risks of payroll-related audits, defending them against costly misclassification rulings and ensuring compliance while working toward the best possible resolution. Payroll tax audits are often triggered when discrepancies are found in wage reporting, employee classifications, or tax deposits, making professional representation critical. Examine payroll filings (Forms 941, 940, W-2s, W-3s, state payroll reports), employee records, etc
Rental Income Tax Audit Representation defends property owners against IRS or state challenges to their rental income reporting and property-related deductions, ensuring compliance and the most favorable outcome allowed by law. Rental income audits are common because tax authorities closely examine whether all rental income was reported and whether deductions (depreciation, repairs, mortgage interest, travel, etc.) were taken properly.
Tax Preparer Due Diligence Audit Representation defends tax professionals against IRS challenges to their compliance with due diligence rules, protecting them from severe penalties and safeguarding their practice. These audits focus on whether the tax preparer complied with IRS due diligence requirements when preparing returns that claim certain tax benefits such as the Earned Income Tax Credit, Child Tax Credit, Additional Child Tax Credit, American Opportunity Credit, etc.
If you owe back taxes or have other tax issues, our tax resolution services can help. We work with the IRS on your behalf to resolve any issues and help you get back on track.
An Installment Agreement with the IRS allows you to pay your back taxes to the IRS/CA FTB on a monthly payment arrangement and be in compliant. We help our clients negotiate appropriate and affordable installment amount to extinguish tax debt.
Do you want to settle your tax liabilities for less than the full amount owed? We can help compromise your tax debt by advocating, negotiating and pleading your inability to pay the entire tax debt now and in foreseeable future. We do have a track record of 100% Acceptance Rate of OIC by both the IRS and CA Franchise Tax Board.
HARDSHIP & EXTRA-ORDINARY CIRCUMSTANCES
Are You Experiencing Any Hardship and You Can't Afford To Pay The Tax Debt? Currently Not Collectible (CNC) status protects you from enforced collection efforts of the IRS, by removing the taxpayer’s back tax account from active collection status. We can help close your case!
We assess each client’s situation to determine if client qualifies for penalty abatement. We will utilize various tools available at our disposal to request, on behalf our client, waiver of penalty and associated interest. Call Now! (818) 524-9279 to abate the penalty and reduce your tax liability.
Note that both you and your, as taxpayers filing jointly, are jointly and severally liable for the tax and any additions to tax, interest, or penalties that arise as a result of the joint return even if you later divorced. In some cases, however, a spouse can get relief from joint and several liabilities. Let's advocate your innocence. Call for evaluation of your tax predicament!
If you filed a joint tax return and expected a refund of overpaid taxes but find your spouse’s past governmental dues (student loan, child support, taxes etc.) applied to your share of the refund, then you are eligible for a “relief”. As an “injured” spouse, you can request to receive your share of the refund. We are here to help you all the way to recover that, which is due to you!
Do you have a tax lien placed on your assets? A tax lien is the government's legal assertion of rights over your property when you fall behind on your tax payments. This lien safeguards the government's interest in all your assets, including real estate, personal property, and financial holdings, and can have a negative impact on your financial status and creditworthiness.
We can assist in the process to release or withdraw the tax lien and help alleviate this burden.
Have you faced a levy? Failure to pay taxes or establish a settlement plan for your debt may lead the IRS to pursue a levy as the next necessary step. In such cases, the IRS has the authority to levy any property or assets you possess or have a stake in, including bank accounts, retirement funds, wages, and more. Get rid of the levy and find relief!
Our tax dispute and audit defense team can represent you in front of the IRS and work to resolve any issues in your favor.
IRS/CA-FTB Case Investigation, Evaluation & Resolution Option/s.
IRS-ACS/CA-FTB - Under $25k Tax Liability
IRS-ACS/CA-FTB - Over $100k - $250k Tax Liability.
IRS/CA-FTB - Under $50k Tax Liability
IRS/CA-FTB - Over $50k - $100k Tax Liability.
IRS/CA-FTB - Over $100k - $200k Tax Liability.
IRS/CA-FTB - Over $300k - $600k Tax Liability.
IRS - Assessed Penalty under $50k
IRS - Assessed Penalty Over $100k
IRS - Over $50k - $100k Tax Liability.
IRS -Subordination, Withdrawal and Release of Lien
In-Business - IRS Employment Tax Audit Representation
Out-of-Business - IRS Employment Tax Audit Representation
IRS Tax Audit Representation of Individual Taxpayer.
IRS-ACS/CA-FTB - Over $25k - $50k Tax Liability
IRS-ACS/CA-FTB - Over $50k - $100k Tax Liability.
IRS-ACS/CA-FTB - Over $250k Tax Liability
IRS/CA-FTB - Over $50k - $100k Tax Liability.
IRS/CA-FTB - Over $200k - $300k Tax Liability.
IRS/CA-FTB - Over $600k Tax Liability.
IRS - Assessed Penalty $50k - $100k
IRS - Under $50k Tax Liability
IRS - Over $100k Tax Liability.
IRS - Release bank levy, wage garnishment etc.
Tax Preparer Due Diligence Audit Representation.
IRS - Trust Fund Recovery Penalty Representation
C-Corp, S-Corp, Partnership, or LLC IRS Audit Representation
We help our clients achieve financial stability, meet short and long-term financial goals, and make informed money decisions through strategic efficient financial activities.
Preparing and managing workable budget and monitoring cashflows.
Executing strategies to eliminate credit card balances or other consumer debts overtime.
Utilizing budget (cash) surplus to funding designated Emergency Funds account.
Identifying potential opportunities for additional streams of cash inflow.
Effective and efficient ways to develop saving habit with goal-oriented strategy and long-term perspectives.
Understanding and analyzing spending habits to eliminate waste.
Practical initiative and strategies to improve and maintain credit score - FICO Score and creditworthiness.
Confidently understand specialized vocabulary, terms, and expressions used to describe, analyze, and communicate financial concepts, transactions, and data.
*All STARTING FEES of our services stated herein are estimation only! The actual fees will be based on scope, time, nature and complexity of the tax matter. Retainer applicable in some cases. For resolution cases, case investigation, financial analysis and evaluation is required. Upon completion of the investigation and evaluation, appropriate resolution option/s and fees with payment options will be discussed and agreed on. We have the right to withdraw from any engagement at any time. Failure to pay agreed upon fees will result in suspension of work or representation, followed by cessation. MINIMIZE TAXES, MAXIMIZE SAVINGS, AND BUILD FINANCIAL WEALTH & FREEDOM.
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