As a Registered CTEC (California Tax Education Council) Tax Preparer and Enrolled Agent, a Tax Professional, admitted for Enrollment to Practice Before the Internal Revenue Service, we would be happy to assist you with income tax matters for personal and businesses.  Let us help you with the tax matters at reasonable fees.

Our objective is to help you prepare your federal and state income tax returns and maximize your tax savings as you are legally entitled.  We can also assist small business owners with Sales Tax filing for California Franchise Tax Board.

With Tax Planning Service we will be able to assist you to understand other personal financial, investment and debt planning issues that related to tax planning.  So that you can make wise decisions with regards to savings taxes and increase your wealth.   Should I invest in a Roth IRA or Traditional IRA?  How much should I invest in my company 401K Plan? When should I sell my stocks to get a favorable capital gain tax rate?  Should I invest in Coverdell Education Account or 529 College Savings Plan? Should I take education deduction or credits?  These are some of the tax planning issues that we can assist you find the solutions which will may benefit you financially. 

With Representation Service we can assist you if you face audits or tax collection actions or appeals. Please contact us if you would like our help.  We will then send you the TAX DATA ORGANIZER Sheet to you to begin the process.