Tax Preparation & Planning

Individual Tax Preparation

• Form 1040 federal income tax returns
• California individual income tax returns
• Wage, investment, self-employment and rental income
• Capital gains and losses
• Itemized deductions and tax credits
• Estimated tax review
• Prior-year returns and amended returns

Tax Planning

Planning may include estimated payments, year-end timing, business-owner tax considerations and review of significant transactions. Recommendations depend on the client’s facts and applicable law.

Tax Notices & Prior-Year Matters

We assist clients in organizing and responding to tax-account matters involving the IRS and California tax agencies within the scope permitted by applicable professional and agency rules.