I prepare income tax returns for people who are honest and want to learn how to use the tax rules. I have clients who have over $1M on their W-2s, rentals, self-employed, C-Corp, S-Corp, Partnerships, LLCs, and Trusts. I am happy with clients who are low income or new to the tax system, especially if they are interested in learning how it all can work to their advantage. I provide advice and guidance, and my best clients follow my advice. I am willing to work on "projects" that require prior year tax return preparation, and then resolving the issues with IRS and monitoring clients to make sure they are staying on track with the "deal" they made with IRS and FTB. I have been preparing taxes for 11 years working for other CPA firms, and went independent 2 tax seasons ago. I am EA and a California CPA.
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B2B services: Web, Design, Payments, E-commerce, Live translation, Benefits packages (healthcare, insurance). Project Mgmt. Paralegal & legal referral. ERC. B2C services: Estate Trust Planning, Retirement Planning, Annuities, Long Term Care, Healthcare & Medicare, term and permanent life insurance. Tax credits for SETC (form 7202).
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