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Tax Management

Tax Services

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Financial Planning

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Tax Services

Tax Services

Guide clients through a full range of tax preparation, tax planning, and tax management decisions. Together we will develop strategies to minimize tax liabilities, maximize cash flow, and to meet and exceed their financial goals.

Financial Planning

Estate Planning and Trust Planning

We help clients navigate the complexity of tax laws, facilitate the transfer of assets, minimize the beneficiary tax liability and additional tax management services. A well-thought-out estate plan will help you avoid complications and ensure your wishes are followed.
Quotes

Support for Small Business Taxes

Audits

An in-depth examination and confirmation of account balances, inventories, and selected transactions.

Reviews

Ensure the integrity of your data with a tax review to assess the liquidity of your business. This involves inquiries into your finances followed by analytical procedures that confirm financial statements.

Compilations

This will not entail the same level of investigation, or yield the same information as an audit or review, but it may inform tactful adjustments to your accounting records. This is usually requested for internal purposes.

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Resources

Government Sites

Tax Information Sites

California

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Have a Question Or Need to Make An Appointment? Email Us!

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