- Tax PlanningController/CFO for regional full service advertising agency. Managed accounting and billing function, payroll, corporate and personal tax planning for principals.
- Estate Taxes
- Tax ServicesSenior Accountant - Tax preparation, planning, and review of Partnership, Corporate, and individual returns with an emphasis in Real Estate.
- Income TaxUe to the 2022-23 winter storms, many counties within the state of California have been designated by FEMA as disaster areas. On February 23, 2023, the IRS announced that it would provide automatic extensions of time for taxpayers who live or have businesses in these counties to file and pay their 2022 income tax returns.
- Tax Return Preparation
- Accounting ServicesSelf-employed practice with focus on small business tax preparation and strategic planning, individual tax and accounting services
- Payroll Services
- Financial Planning
- Retirement PlanningWe provide full service for estate and trusts from the planning stages through the compliance tax returns as well as retirement planning.
- Living TrustsMany techniques can be employed to reduce or eliminate estate tax. A basic plan for a married couple generally begins with a revocable living trust which will provide for an exemption trust on the death of the first spouse. Larger estates often utilize life insurance trusts to avoid taxation of life insurance proceeds in the estate, a charitable remainder trust to avoid income taxation on the sale of highly appreciated property, and family limited partnerships to take advantage of discounted values for gifting purposes.
- Charitable Remainder Trusts