We provide individual tax preparation with the personalization that software packages can't. We keep up-to-date with the changing tax laws, as well as your changing life events, such as the birth of a child, a new business, new home, or inheritance. As an Enrolled Agent, we adhere to certain ethical standards and codes of professional conduct established by the IRS. We have developed this website
to keep you up-to-date with the latest tax law changes and tax planning strategies. Get it fast by accessing your documents anytime with our password secure lockbox. Want the latest tax deadlines delivered to your e-mail box? Sign up for our e-mail client newsletter full of valuable tax planning strategies. You can count on us for professional, timely and reliable services, which include the following:
Tax Preparation & Planning
Personal & Business Tax Returns
Estate, Gift & Trust Returns
Out-of-State & Multi-State Returns
Payroll & Sales Tax Reporting
Individual & Business Tax Planning
Authorized IRS E-file Provider
Tax Problem Assistance
IRS & State Audit Representation
Appeals & Collections
Non-Filers
Prior-Year or Amended Returns
Responding to IRS / FTB Inquiries
Lien & Levy Releases
Offers in Compromise & Payment Plans
Feel free to contact us by phone at (408) 866-6200 or via e-mail: [email protected]. We look forward to assisting you with all of your tax and financial needs.
