Services
We perform tax services, data processing services and consult on business process management.
​
In an age where information is readily available and the IRS provides tools directly to tax payers, this firm stays ahead by knowing that your time is valuable. Our broad experience with specialized data software from inventory to real estate management provides the experience to understand your business information and help you manage it.
​
Different industries abide by different standards. Along with studying accounting standards, I have over ten years of experience working with auditors on the International Standards of Organizations (ISO). ISO 9100, required by government contracts, is a quality management system that evaluates defined processes by quality metrics and risk assessments. Applicable services include quality management system design, implementation, process metric evaluations, risk assessment, and pro forma budgets based on recommended strategies.
​
See a list of our tax services below.
Personal Taxes
We will file last year's tax return and provide estimated taxes for this year.
​
Let us know when changes in life occur so we can help you adjust your estimated taxes.
Or use a personal budget to help estimate your taxes for the current year.
​
If you're a retiree, you may need an estimated tax on your RMD.
-
Tax Filing
-
Estimated Taxes
-
Personal Budget
-
IRS or FTB Correspondence
-
Tax Debt
​
​
Personal Tax Services
Sole Proprietors
There are a lot of benefits to owing your own business and working from home, such as
-
home office expenses
-
automobile expenses
-
QBID deductions
-
asset depreciation
Maybe you need advice starting your new business...
​
-
Tax Filing
-
Business Deductions
-
Financial Statements
​​
​
Sole Proprietors
Licensed Professionals
In California, licensed professionals like physicians, engineers, and architects are only permitted to practice under specific entity types, which require payroll processing.
Strategic tax planning is a necessity when considering financial goals of these shareholders.
-
Tax Filing
-
Business Deductions
-
Financial Statements
-
Payroll
-
Data Management
-
Tax Planning​
S-Corporations and
Personal Service Corps
Business Entities
Sole Proprietors, Limited Liability Companies, Limited Liability Partnerships, and Corporations
Business entities differ in the amount of liability protection they provide, which can also be at risk if appropriate record keeping practices are not in place.
-
Entity Options
-
Tax Filing
-
Business Deductions
-
Financial Statements
-
Payroll
-
Data Management
-
Tax Planning​
Business Entities
Inquiry
Personal Taxes
Sole Proprietors
Income Tax on Wages
If you and your spouse are both working or if you have two jobs, you may owe additional medicare tax at the end of the year.
Income Tax on RMD
Did you know you can have taxes withheld on your RMD checks?
Along with a separate bank account, you should maintain financial statements to record your business activity.
​
There are many accounting software options, we can help you find a solution that meets your needs.
​
​​
Business Entities
When choosing an entity you want to consider the business activity, estimated profits, licensing and regulations, and taxes.
​
Are you going to need to track sales and use tax? or foreign VAT?
Quality Control & KPI
A Quality Control Management System identifies and defines the processes and responsible parties that make up your business activities, providing a framework to collect performance data, perform risk assessments, monitor regulation, and incite quality improvement.
​
A quality policy helps to define quality metrics and goals for employees.