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Services We Provide

We advise and represent taxpayers on the following matters:

  • Income tax
  • Payroll tax
  • Sales tax
  • Tax-shelters
  • 1031 Exchange matters
  • Estates and Trusts

Before the following institutions:

  • The United State Department of Treasury
  • The Internal Revenue Service, a Division of the United States
    Department of the Treasury
  • The Examination Divisions
  • Collection
  • Appeals
  • District Council
  • The Franchise Tax Board
  • The State Board of Equalization
  • The Inheritance Board
  • County Tax Assessor


We prepare the following forms:

  • Individual Tax Returns, at the federal level, for the state of California,  and for all of the other states including the District of Columbia and Puerto  Rico.  (If you work in a foreign country we will prepare Form 2555 Foreign Income Exclusion and all the necessary related forms.)
  • Tax Returns for Small Corporations and Business and Partnerships
  • Tax Returns for Bankruptcies, Non-Profit organizations, divorces, home sales, Estates, Trust, Gifts Tax, Foreclosures, and past due returns.
  • Court Accounting for Probate
  • Trust Accounting for Trusts
  • Court Accounting for Testamentary Trusts

Additionally we provide:

  • Tax planning
  • Bookkeeping
  • Managerial Advice

Finally, if you don't see a service you need, please ask us for it.

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