Individual Services

Removing the tax confusion out of your hands

We know how difficult filing tax returns can become. Let us handle the hassles for you. We also welcome any questions you may have on how to handle unpaid taxes or unfiled tax returns. And how the new Tax Reform “Tax Cuts and Jobs Act” will continue to affect you.

Each experience is unique and personal with us. Do not hesitate to inquire about our other services.


Taxes

Individual Tax Preparation

Our Firm offers professional preparation of all federal, state, and local tax returns at competitive rates.

We specialize in preparing your taxes quickly and painlessly, offering the best reduced tax liability within law regulations. We also offer the ability to submit your return electronically through E-File to speed up the refund process. Rest assured that we will work with you to our fullest extent to minimize the burden of dealing with taxes.

We understand filing your tax return will not satisfy all your tax needs. Which is why we prepare and provide help with the following services:

  • Federal and State Income Tax Returns
  • Unfiled Tax Returns
  • Unpaid Taxes
  • Income Tax Extensions
  • Tax Planning
  • Estimated Tax Payment Calculations
  • Innocent Spouse Relief
  • IRS Levy, Liens and Garnishment Release
  • Installment Agreements and Offer In Compromise
  • IRS and California Audit Representation
  • New Tax Reform “Tax Cut & Job Act”
  • And much more…

Accounting

Personal Accounting Services

You might think you do not need accounting services. But do you often find yourself asking the following questions? Will I ever buy a house? How will I pay for my child’s college education? How will I pay for my dream wedding? Or how can I pay off my credit cards? Accounting can help you plan for these and other life events, as well as provide the necessary information to be able to apply for bank loans and college financial aid. Which is why we prepare and provide help with the following services:

  • Personal Bookkeeping
  • Personal Financial Statements
  • Personal Bills and Cash Flow Management
  • Assistance with Financial Aid Applications
  • Cash Flow Forecast and Projections
  • Personal Budgeting
  • And much more…