Our Primary areas of Tax Services
1
Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
2
Tax Preparation
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
3
Tax Special Projects
We look at all areas of tax code for savings. We specialize in obtaining various federal and state tax credits which have saved our client’s thousands of dollars.
This includes (among others):
- Federal Enterprise / Renewal Community Tax Credits
- State of California Enterprise Zone Tax Credits
- State of California New Jobs Tax Credit
- New federal medical tax credits.
-PPP Loans during the pandemic
- Employee credits
Our Primary Areas of Accounting Services
1
Opportunity Zones
Opportunity Zones came into the tax code relatively recently. Most opportunity zones are utilized by REIT Investors. We look at custom ways to structure self directed opportunity zone funds.
2
Bookkeeping
Bookkeeping is the key to preparing all accounting and tax services. Without proper or correct bookkeeping, everything else runs into issues. We primarily focus on Bookkeeping wit Quickbooks Desktop and QBU.
3
Financial Statement
We provide three primary levels of financial statement preparation:
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Audit: Prepared with the highest level of assurance.
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Review: Inquiries and analytic procedures applied to annual statement.
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Compilation: Put in CPA prescribed format either with or without footnotes describing major financial activity.