Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Individual income tax preparation and planning
  • Business income tax preparation and planning
  • Estate and Trust tax preparation and planning
  • Representation before IRS, FTB and other taxing authorities