I am able to prepare the quarterly and annual payroll tax reports for business and household employers. This includes federal and California required filings. I can also assist in the calculation of the payroll amounts. I am able to prepare Forms 1099 at year end for your business.
I am available to help with your internal bookkeeping needs. This may include, but is not limited to; helping with the set up of your accounting program, preparing amortization schedules, offering advice on how to post a transaction to your general ledger, and the actual maintenance of your general ledger.
All of the tax returns I prepare are electronically filed with the IRS and state tax authorities, unless unavailable for some reason. With the tax software I use, I am able to prepare state tax returns for all states. In addition, I am available for tax planning services. These services may be warranted if you encounter an unusual tax event in any year. I can help you determine how to minimize the tax effects of this event and avoid underpayment tax penalties.
I prepare income tax returns for all types of business entities; regular corporations, S corporations, partnerships, and LLCs. With few exceptions, all business tax returns are electronically filed. As with individual tax returns, I am able to prepare state tax returns for all states. This includes multi-state tax filings with allocation of income between the states. I also provide yearend tax planning services to minimize tax, determine bonuses, and avoid penalties.
This is a specialized area of taxation. I have over 20 years of experience in preparing the United States Estate Tax Return (Form 706) and the U.S. Income Tax Return for Estates and Trusts (Form 1041). Whenever possible, Form 1041 is electronically filed with the tax authorities. As with the individual and business tax returns, I am able to prepare Form 1041 for all states.
I am available to prepare federal gift tax returns (Form 709). Not all gifts require the filing of Form 709. I can advise whether or not a gift tax return is required based upon your personal circumstances and what items of substantiation may be needed, if any.
I am experienced in the preparation of federal and California tax returns for small private foundations.
In order to provide exceptions services to my clients, I often work in collaboration with clients’ attorneys and financial advisors for overall estate and retirement planning. If you do not have an attorney or financial advisor, I am able to provide you with referrals to professionals that I hold in high regard.