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Practice Areas

individual tax services

Individual Tax Services

  • Individual Federal & State Tax Preparation with Complimentary Tax Organizer
  • Estate and Trust Tax Preparation
  • Reviews of Previous Years Tax Returns
  • Out-of-State and Non-Resident Tax Returns
  • Tax Planning and Compliance Services
  • EXPAT Tax Services
  • ITIN – Individual Taxpayer Identification Number Applications
  • Serving Clients In-Person, Mail, Email, Fax, or Phone, Complimentary E-file with Tax Preparation and Direct Deposit Option

Small Business Tax Services

  • Small Business Tax Planning and Preparation
  • Small Business Formation Including:
    • Sole Proprietorship
    • Corporation (C Corp and S Corp)
    • Limited Liability Company (LLC)
    • General and Limited Partnership
    • Limited Liability Partnership (LLP)
small business tax services
tax resolution

Tax Resolution Services

  • IRS Income Tax issues and Resolution
  • IRS Tax Audit Assistance and Representation
  • Addressing Un-filed and Delinquent Tax Returns
  • Tax Lien, Bank Levy, Wage Levy, and Garnishment
  • Negotiating and Writing IRS Offers in Compromise
  • Negotiating Installment Agreements
  • Innocent Spouse Relief and Allocation

 

State & Local Tax Services

  • Franchise Tax Board (FTB) Tax Issues and Resolution
  • FTB Unfiled Tax Returns
  • FTB Liens and Wage Garnishment Issues
  • EDD Payroll Issues and Audits
  • EDD Misclassification of Employees Issues
  • Sales (CDTFA) Tax Filings and Audits
Santa Ana sales tax services