Strategies for the Best of Possible Outcomes

Whether it’s Income Tax or Trust & Estate Tax matters, our team of highly experienced experts focuses on providing you with personalized service while utilizing advanced technology. In addition, everything we prepare is subject to two levels of review. When needed, we collaborate with and recommend tax and estate-planning lawyers to achieve the best outcomes for our clients.

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

Individual Tax Returns and Planning

Gift Tax Returns

Private and Public Charitable Foundation Returns and, if applicable, Certified Audits required by the State of California for gifts in excess of two million per year.

Business Tax Returns:

  • C Corporation including consolidated returns and Blocker corporations owned by Foreign entities
  • S Corporation including consolidated S Corporation returns
    Partnership and LLC returns
  • Employee Benefit Plan returns
  • Sales, Business License, Payroll, and Personal Property Tax Statements

Foreign Tax Filings:

  • Fin Cen 114 – Disclosure of foreign bank accounts
  • Passive Foreign Investment Company returns and compliance
  • IRS form 8938 –Disclosure of foreign assets
  • IRS form 3520 – Report of transactions with Foreign trusts
  • US withholding & Firpta issues
  • Controlled Foreign Corporations