Every one of our clients is unique. Not only as individuals or business entities, but as to their unique needs related to taxation. Again, communication is the key to helping us to help our clients and ourselves.
We know Tax Preparation and Planning is important to our clients, but we feel that tax planning is more important since this is what drives the tax preparation process. Being proactive with taxes is preferable to being reactive after the year is over, when planning opportunities are lost. As such, we can really only be proactive before the tax year is over, to make adjustments in income or expense recognition, asset purchases for added depreciation, retirement considerations and much more.
Our tax services include:
- Strategic tax planning to optimize tax results not only in the current year but a forward looking approach for the long term
- Individual taxation designed for every type from the simple 1040 w-2 client to clients with multiple business and real estate holdings
- Estate, gift, and trust planning and preparation
- Retirement planning
- Audit representation and tax problem resolution. (Offer-in-Compromise)
“Scott was a life saver with helping us negotiate an Offer-in-Compromise with the IRS and FTB by eliminating over $100,000 in tax debt.”
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