With the ever-changing tax legislation, proactive planning is essential. By utilizing the U.S. Tax Code, we continually identify opportunities to reduce tax liability. We prepare each tax return with the same mindset and provide a service you can depend on and trust.

We prepare the following Federal and State tax returns for:

• Individuals
• Partnerships
• LLCs
• C-corporations
• S-corporations
• Trusts
• Gifts
• Estates
• Foundations

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Tax Planning

We pride ourselves on our ability to think like a business owner; planning for your future and structuring new opportunities. Our team develops advanced tax strategies to minimize your tax and maximize your financial outcome.

How we look for opportunities:

• Personal tax planning and projections
• Tax efficient transaction structures
• State Nexus Planning
• Business Succession
• Company acquisitions and mergers
• Estate planning including large wealth transfers to children, Grandchildren and private and public foundations.
• Company formation and growth strategy
• Capital raises, both equity and debt

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Tax Controversy and Dispute Resolution

With decades of experience representing clients, we are adept at resolving tax issues with the Internal Revenue Service, Franchise Tax Board and Board of Equalization.

We understand the stress that comes with a tax audit, and we strive to handle each situation in a timely matter, coupled with our high level of advocacy.

We can represent you in the following matters:

• Desk audits
• Field audits
• Property tax
• Regulatory negotiations
• Offers-in-compromise
• Administrative Appeals