Tax Services

We specialize in preparing the following types of Federal, California and Multi State income tax returns:

• Individual

• Business Tax Returns
  • C Corporation including consolidated returns
  • S Corporation including consolidated S Corporation returns
  • Partnership and LLC returns
  • Employee Benefit plan returns
  • Sales, Business License, Payroll, and Personal Property Tax Statements
• Trust & Estate Tax Returns

  We specialize in Estate and Trust tax return preparation and assist in the creation, administration and funding of living and testamentary grantor and irrevocable trusts. We provide complete assistance to families as a result of the loss of a loved one including the planning and preparation of the estate tax return through the establishment and funding of the trusts required to minimize tax as prescribed by the family trust document. We work with and recommend estate-planning lawyers to prepare trust documents and wills and to assist in the administration of estate and trust matters.

  • Fiduciary - form 1041
  • Gift Tax Returns - form 709
  • Estate Tax Returns - form 706