Tax Return Preparation
For your tax returns, you want a professional tax firm EA or CPA firm you know you can rely on their tax expertise. Our tax professionals will make sure your federal and state income tax returns, business tax returns and trust and estate tax returns are prepared right from the get go. Our specialized boutique tax firm is trusted by dentists, doctors, lawyers, investors, executives and other professionals and high net-worth individuals. Individuals and businesses from all walks of life have been relying on our firm for quality tax preparation, representation and planning for many years.
Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California
IRS – FTB – CDTFA – BOE – EDD Tax Help
We are A+ accredited member of the Better Business Bureau.
Tax Planning and Compliance
Tax planning for individuals and businesses is an important aspect of family wealth and retirement planning. Regardless of your background, the type of work you do, or your economic status, planning for your future and the futures of your children is something you must do throughout your life.
Our firm takes pride in not just preparing income tax returns for our clients, but helping them plan for a better financial future. Our tax professionals can help you with estate planning and assist you with a host of strategies to maximize your tax benefits.
To provide the best tax advice, it is vital to understand where our clients are today and where they are going. By gaining this understanding of your goals and objectives, we can work with you to design tax planning strategies geared to help you achieve your short- and long-term goals. Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California.
We are only a phone call away and always available to help our clients with planning transactions or structuring deals to help them minimize their tax liability. We pride ourselves on creating strong, lasting relationships with our clients so we can help you as your needs and circumstances change.
Our services include:
• Personal and business tax return preparation
• Succession planning
• Charitable giving
• Executive compensation
• Family estate and gift planning
• Retirement planning
• Year-end tax planning
What we bring to the table is simple: great value, great tax advice does not cost you… it pays you.
IRS – FTB – CDTFA – BOE – EDD Tax Help
For more information about our range of services for individuals and businesses, feel free to call us at 1-562-204-6700.
Trust and Estate Tax Planning
With the complexities of handling trusts and estates, it is important to work with a specialized tax firm that has the capacity to ensure that you take advantage of all the various tax laws available to you. We will work with your attorney or introduce you to attorneys that we work with to help draft a will and develop trusts regardless of the complexities involved. Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California.
Estate planning and trusts involve more than legal issues. There are important tax considerations and personal concerns. That is why the best course of action is to work with people who thoroughly understand your current business and financial positions. Our firm will help you take all these important factors into consideration.
Our tax experts, in conjunction with your attorneys, will help you plan the best course of action for your family and ensure that your financial wishes are followed.
Our trust and estate planning services include:
• Asset protection and preservation
• Preparation of trust and estate tax returns
• Gift planning
• Preparation of gift tax returns
• Coordination and implementation of estate plans
• Proactive responses to legislative changes
• Tax mitigation
• Addressing testator desires and needs
We look forward to helping you protect your assets now and provide for your loved ones in the future. Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California.
For more information about our estate and trust services, feel free to call us at 1-562-204-6700.
IRS, FTB, EDD, CDTFA, BOE tax representation services:
Professional representation can be priceless during a tax controversy matter, either back tax collection or tax audit, and our extensive experience with various tax authorities enables us to guide clients in their dealings with federal and state agencies. We have represented many clients over the years before the IRS and various state agencies and have successfully assisted clients to minimize their tax liabilities.
We offer a variety of tax audit and collection related services that include the following:
• Amending Prior Year Returns
• Filing Delinquent Returns
• IRS and State Audit Representation
• Back Tax Settlements
• Innocent Spouse Relief
• Tax Notice Consultation
• Debt Cancellation
We can help you improve your status with the IRS and other tax agencies and achieve compliance. Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California.
For more information about our range of IRS and state audit representation services, call us for a free consultation at 1-562-204-6700.
Tax Services for Non-Profit Organizations
Expert non-profit tax planning and preparation requires special knowledge and skill set. Non-profit organizations face a completely separate and unique set of tax rules unrelated in many ways to those governing for-profit businesses. Our non-profit tax experts understand the complexities of the tax-exempt world and offer comprehensive solutions that extend beyond simply preparing returns by a CPA or EA.
Our nonprofit tax services include:
• Assistance with multi-organization structures, including for-profit subsidiaries, foundations and joint ventures;
• Consultation regarding IRS required reporting;
• Executive compensation planning and reporting;
• Exemption application assistance;
• Form 990 preparation and consulting;
• Prohibited transaction analysis;
• State and local tax assistance;
• UBIT planning and consulting; and
• FIN 48: Accounting for Uncertainty in Income Taxes.
Choosing our nonprofit tax experts means you’ll get service from specialists who understand the specific needs you face as a nonprofit organization. Serving Long Beach, Lakewood, Los Alamitos, Seal Beach, California.
IRS – FTB – CDTFA – BOE – EDD Tax Help
For more information about our range of tax and consulting services for nonprofits, feel free to call us at 1-562-204-6700.
We are A+ accredited member of the Better Business Bureau.
Professional tax services offered in Long Beach, California covering zip codes 90713, 90731,90740,90755, 90802, 90803, 90804, 90805, 90806, 90807, 90808, 90810, 90813, 90814, 90815, 90822, 90831.
Professional tax services offered in Lakewood, California Zip codes: 90703, 90712, 90713, 90715, 90805, 90807.
Professional tax services offered in Los Alamitos, California and Seal Beach, California 90630, 90720, 90740, 90815