Individual Tax Services | Carpenter, Petersen & Associates

Individual Services

Tax planning and compliance.

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.

Consulting services.

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.

Professions served.

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:

Testimonials

Carpenter, Petersen & Associates has been our accounting firm for several decades. Under the direction of John Carpenter, we have consistently enjoyed CPA's high level of expertise and professionalism. CPA's handles our routine matters plus the special circumstances that arise from time to time-and always in an expedient and reliable manner. We know that John and his capable team are always just a phone call away.

- Marv S., Chairman of the Board, Construction Aggregates Industry

Our company has been using the audit services of Carpenter, Petersen & Associates, CPA's for more than 20 years. They are responsive to our questions and needs in a timely manner and have assisted with other various projects over the years, in addition to, our annual financial audits. We have had the opportunity to work with several of their staff and they have all been thorough and professional at all times.

- Christina D., Sr. Vice President of Operations, Travel and Tourism industry

Our Company and our family businesses have been using Carpenter, Petersen and Associates for over 40 years. They have guided us through tax audits from Federal, State, and local agencies. The firm has produced quarterly and annual financial statement reports for all of our entities, including more than 16 annual income tax returns. John Carpenter and Dave Petersen have provided us with invaluable business advice over the many past years and have represented us with many of the agencies, banks, and companies requiring financial information from our businesses.

- Eric K., CEO and Managing Partner, Petroleum and Real Estate industries

Dave Petersen is always responsive and knowledgeable when my clients need assistance. In fact, Dave was the saving grace for one of my clients when he found errors with prior tax returns and was able to get an unexpected tax refund of nearly $1 million dollars. Needless to say, our mutual clients continue to seek Dave’s guidance with their business and personal accounting needs. Furthermore, I trust Dave with my own taxes!

- Tony C., Vice President, Banking Industry

Individual Services

Tax planning and compliance.

Consulting services.

Professions served.

Individual Attention

Business Services

Individual Services

Testimonials