Service · I
Tax preparation, planning, and IRS representation.
Federal and California tax services for individuals, business entities, trusts, and estates — prepared, reviewed, and signed by licensed CPAs.
A returns-and-planning practice, not a tax-prep mill.
We prepare around four hundred returns a year across individuals, corporations, partnerships, S-Corps, multi-member LLCs, trusts, and estates. Every return is reviewed by a licensed CPA before it leaves the office. Tax planning runs year round, not just in April.
- 01Federal and California individual returns (1040 and supporting schedules)
- 02C-Corp, S-Corp, partnership, and multi-member LLC returns
- 03Trust and estate returns (1041), gift returns (709), and related planning
- 04Year-round tax planning, with quarterly check-ins for active business owners
- 05Audit representation, non-filed returns, payroll-tax matters, payment plans
Federal and state, individual and entity.
Our work covers the full surface of California and federal tax for the kinds of clients we serve.
- 01
Individual returns
Form 1040 with all schedules. Stock comp, K-1 income, rental property, foreign income, household-employee filings, and California adjustments.
- 02
Business returns
C-Corp (1120), S-Corp (1120-S), partnership (1065), and multi-member LLC returns. Pass-through entity tax (PTET) coordination for California.
- 03
Trust & estate
Fiduciary returns (1041), estate-tax returns (706), and gift returns (709). Coordinated with estate attorneys when appropriate.
- 04
Year-round planning
Quarterly tax-planning conversations for active business owners. Estimated-tax management. Section 199A and QBI strategy. Compensation structure review.
- 05
IRS representation
Audit representation, non-filed return cleanup, payroll-tax workouts, payment plans, offers in compromise, and IRS-file requests.
- 06
California specifics
FTB residency, sourcing, and AB 150 PTE elections. Sales-and-use tax coordination. Multi-state apportionment for California businesses with out-of-state revenue.
What a first engagement looks like.
Most new clients come to us with their last two years of returns and an open question. We start there.
- 01
Discovery call
Thirty minutes by phone or in the Anaheim Hills office. Bring last year's return and any specific concerns.
- 02
Prior-year review
We read your prior return with a critical eye. Often the most useful tax planning starts with what was missed last time.
- 03
Engagement letter
A clear, plain-language letter describing the scope, fees, and timeline. No surprises.
- 04
Year-round access
Active business clients reach a partner during the year, not only at tax season. Quick questions get quick answers.
A return, prepared in four steps.
We move at the pace the situation requires, but every engagement follows the same disciplined sequence.
- Step 01
Gather and organize
Secure portal upload, encrypted email, or in-person drop-off. We organize and reconcile against prior-year work papers.
- Step 02
Prepare with the planner in mind
We prepare the return alongside next year's planning view, so opportunities are surfaced while we are in the file, not afterward.
- Step 03
Partner review and sign
Every return is reviewed by a partner before it is sent for client review. Our name is on it. We mean it.
Ready for a CPA who actually answers the phone?
We are taking new tax clients for the upcoming season, with limits. Reach out for a thirty-minute consultation.