Accounting & Tax Services - Certified Public Accountants
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Services


Income Tax Preparation
  • 1040/540 Individual Income Tax Returns
  • 1065/565 Partnership Tax Returns
  • 1120/1120S/100/100S Corporate Tax Returns
  • 1041 Trust Returns
  • Foreign Income Reporting
  • Amended Returns

Tax Resolution, IRS Audit and Collections Representation
  • Tax Liability Issues
  • Audits: Income Tax, Sales Tax, Payroll Tax and Workers Compensation
  • Offers in Compromise
  • IRS Appeals
  • Amended Returns

Foreign Income and Asset Reporting
  • Foreign Income/Tax Reporting
  • Foreign Financial Account Reporting (FBAR)
  • Foreign Gifts Reporting
  • Foreign Financial Assets Reporting
  • Foreign Corporations

Complete Accounting and Financial Reporting
 Accounting/book-keeping for small businesses, corporations and self-employed individuals:
  • Income Statement with current month and year to date comparative data
  • Complete Balance Sheet, General Ledger, Payroll Reports
 
Payroll Services
  • Complete payroll services
  • Paycheck and/or payroll calculations (weekly, bi-weekly, semi-monthly)
  • Governmental inquiries
 
Government Reporting
  • Quarterly Federal and State Payroll Tax Returns, 941/940/DE9/DE9C
  • Monthly, Quarterly or Yearly Sales and Excise Tax Returns
  • W2s, W3s, 1099s, 1096s and year end reporting for distribution to employees and returns for federal and state purposes
 
FAFSA and College Financial Aid Consulting
  • Financial Aid Consulting
  • Financial Aid Planning
  • FAFSA Form Preparation
 
Tax Consultation
  • Tax Planning
  • Consulting Services (Office, Phone, On-site)

Financial Planning and Budgeting
  • Income and Expense Analysis
  • Cash-Flow Analysis
  • Budgeting
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Incorporation Services
  • Form Corporation, LLC, etc.
  • Obtain Federal and State ID Numbers
  • Obtain Corporate Seal, Stock Certificates, etc.
  • File S-Corporation Election, Statement of Info, Corporate Dissolutions
  • Annual/Special Corporation Meeting Minutes
  • Prepare Personalized Bylaws

We would love to discuss your Accounting and Tax needs.  Contact us to schedule a phone or in-person appointment.  Se Habla Espanol.


Telephone

949-851-1510

Email

[email protected]
​[email protected]
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  • About Us
  • Services
  • Contact