Tax Preparation
All of our clients receive a personalized experience based on their individual tax situation. We identify all tax deductions & credits to help you pay less while maximizing your tax refunds. Our tax preparers have comprehensive knowledge of the following Federal & California Credits:
- American Opportunity credit
- Lifelong Learning Credit
- Child Tax Credit Child
- Dependent Care Credit
- Earned Income Credit
- California Personal Exemption Credit
- California Dependent Exemption Credit
- CalEITC
Contact us to schedule your appointment.
LICENSED TAX PROFESSIONALS
CTEC Licensed
- Authorized to E-file for Federal & California State Return
- Direct deposit into your bank account
- Tax Reform Expertise
- E-Share Tax Documents through secure system
- Contactless Tax Filing & Procedures
LICENSED TAX PROFESSIONALS
Tax Planning Services for Business Owners
Our tax preparers implemented a new system to assist small business owner’s easily organize their business income, and identify important tax deductions. This is vital to navigating Federal and California Tax laws. Maintaining proper records related to your business is important, especially when it comes to audits with the IRS. All small business owners receive an audit protection plan with our services.
Factors affecting a business tax return
- Qualified Business Income
- Expenses
- Net Operating Loss
- Depreciating Assets; Section 179
Important Tax Documents
- 1099 NEC
- 1099 K
- 1099 MISC
- W2 Statutory Employees
Industries We Serve
- Truck Drivers
- Single Member LLC
- RideShare; Uber/Lyft/Instacart
- Freelance Worker: Fiverr, Onlyfans
- Personal Fitness Trainers
- Mobile Detailing
- Social Media Influencers
- Independent Contractors
- Sole-Proprietors
Tax Planning Strategies
Our tax preparers implemented a new system to assist small business owner’s easily organize their business income, and identify important tax deductions. This is vital to navigating Federal and California Tax laws. Maintaining proper records related to your business is important, especially when it comes to audits with the IRS. All small business owners receive an audit protection plan with our services.
- Qualifying for a home loan
- Reducing Tax Liability
- Estimated Tax Payments
- Retirement Plans: Roth IRA/Traditional IRA/SEP
