Tax Matters
Tax Matters

Tax Matters

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Introduction: Do you procrastinate keeping records for your business? Do you know what documents IRS expects a business owner to retain? Are you maximizing your business deductions and paying the lowest taxes legally possible? We have been providing year-round QuickBooks bookkeeping, tax preparation, tax resolution, audit representation, and start-up services for sole proprietors, LLCs, S-Corps, C-Corps, estates, and trusts for over 20 years. As a real estate broker, I specialize in assisting Realtors® with their tax matters.
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License Type: Notary Public (CA)

FAQs

  • What types of customers have you worked with?

    We prepare individual and small business tax returns, including Sole Proprietorships, LLCs, Sub-S Corporations, C-Corporations, etc. We provide small business consulting,especially for those taxpayers just setting up their business. QuickBooks bookkeeping services are available. And, should you have a problem with IRS or your state taxing authority, we can help you sort through it either by telephone or fax, or at an audit, or with an Offer in Compromise.

  • What advice would you give a customer looking to hire a provider in your area of work?

    I am an Enrolled Agent (EA) with over 22 years experience preparing tax returns. I work year round. EAs are licensed by the U.S. Treasury Department and are required by IRS to take Continuing Professional Education seminars each year. If you will save the receipts, I will save you every nickel in taxes you are legally entitled to! And, yes, I will let you know what receipts to save. I can help you streamline your record keeping so you can concentrate on growing your business.