Individual Services

  • Income tax minimization and planning under the new tax laws enacted in 2017 impacting 2018 and later tax years.
  • Federal, California and all 50 states income tax return preparation.
  • Tax return preparation and planning for individuals.
  • Asset protection planning for wealth preservation and protection from unforeseen creditors.
  • Wealth transfer assistance and estate and gift tax minimization for the benefit of successive generations.
  • Trust administration and guidance to trustees for trust funding, operation and tax compliance.
  • Charitable giving in the proper format to maximize donors' benefits and the charity's receipt of funds.
  • Analysis of incentive and non-qualified stock options for the business executive for tax minimization.
  • IRS (Internal Revenue Service), California Franchise Tax Board, and all states audit representation and appeals.
  • Property tax audit representation and representation before other state tax authorities.
  • Facilitation of banking relationships and acquisition of lines of credit and other credit facilities.
  • Preparation of initial and annual SBA (small business administration) compliance reporting.
  • Implementation and maintenance of deferred compensation plans for executives.

We can assist individuals in any profession or with any type of need. Here are just some of the professions and occupations of our clients:

  • Architects
  • Attorneys
  • Business consultants
  • Dentists
  • Engineers
  • Entrepreneurs
  • Insurance brokers and agents
  • Investors
  • Mortgage professionals
  • Professional athletes and entertainers
  • Real estate brokers

Individual Attention

Let our experienced team of tax preparers ensure that you maximize the tax advantages available to you!