Tax & Compliance

Our Services Include:

Individual Tax Preparation
Accurate, thorough preparation of your federal and state returns – including multi-state filings if you’ve moved, work across state lines, or earn income in more than one state. I capture every deduction and credit you’re entitled to, whether your situation is simple or involves investments, rental property, or self-employment.

Business & Corporation Tax Preparation
Tax preparation for small and mid-sized businesses in every industry – sole proprietors, partnerships, LLCs, S-corps, and C-corps. Accurate, on time, and coordinated with your personal return so nothing falls through the cracks.

Multi-State Tax Filings
Living in one state and earning in another, or operating across state lines, creates obligations in more than one state. I prepare returns for any state – not just California – and allocate income
correctly so you don’t overpay or get taxed twice.

Non-Profit Returns
Preparation of annual information returns for tax-exempt organizations – keeping your nonprofit compliant and its exempt status protected.

Tax Planning & Quarterly Estimates
The biggest tax savings happen before year-end, not after. I project your liability, time income and expenses, choose the right elections, and calculate and file your quarterly estimated taxes – federal and state – so there are no surprises.

Need help with a tax problem, an IRS notice, or an ITIN? See the Tax Resolution & IRS Help page. For the full list of filings I handle across every agency, see the Compliance Calendar.