Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
LLC and SCorp Entity Planning
The business entity—LLP, LLC, sole proprietorship, partnership, S corporations, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
Buying or Selling a Business
Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.
Estate, Trust, & Probate Tax Preparation
Estate, Trust, and Probate taxes can be complex. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with you to minimize the taxes due and ensure the smooth transition of assets from the estate to the heirs. We are available to handle all estate, trust, and probate tax-related matters.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Retirement Income Planning
Have you recently retired or are nearing retirement? Have you wondered how much income you can safely withdraw from your retirement accounts? Let us help you figure out how far your retirement accounts can take you and the best tax strategy along the way.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.
IRS Audit and Correspondence Response
Have you received a letter from the IRS or Franchise Tax Board (FTB)? Don’t delay or ignore. Let us help you respond quickly and efficiently and get the matter resolved. In most cases, these letters can be responded to with a quick explanation or phone-call.
401k, SEP IRA, SIMPLE IRA, & 403b Planning
Are you a business owner considering setting up a retirement plan for your company? Are you recently retired and wondering where to place the funds from your old employer? There are many excellent choices available, each of which may have different tax benefits for you. Let us help you find the best option.