Tax Services

Tax Preparation

Our tax preparation services include:

  • Individual Tax Returns: IRS Form 1040, CA Form 540, CA Form 568 for LLCs

  • Business Tax Returns: Form 1120-S

  • Partnership Tax Returns: Form 1065

  • Trust & Estate Tax Returns: Form 1041 and Form 706

  • Out-of-State Tax Returns

Tax Planning

Know what to expect next tax season by booking a tax planning meeting with us. We’ll help plan the next steps in your business to help maximize your after-tax income.

Trust & Estate Tax Services

We understand that trust and estate administration can be difficult. We’ll help you understand distribution rules, available elections, and filing deadlines that best benefit your situation.