I offer a broad spectrum of personal income tax and retirement planning, including asset coordination, and federal and state audit assistance. My clientele ranges from private individuals to sole proprietors across all sectors.
Personal Income Tax Consultation
My tax advice is always up to date. Find out how I can save you money. I offer a free initial consultation where I will lay out a personalized tax plan so that you are well prepared when it is time to file! An overview
IRS & State Audits
My IRS and State audit assistance is backed with 25 years of interaction with the IRS and California Franchise Tax Board. Equipped with this knowledge, you’ll be in a better position to take action that will result in a positive outcome.
Past Date Tax Returns
Are you behind in filing your tax returns? Let me help you get up to date with the IRS and local tax authorities.
From founding your business to a succession plan, I can assist you every step of the way. An overview
Complete Notary Public Services. Certify copies of Power of Attorney. Issue Acknowledgements in the cases of health-care directives, powers of attorney, mortgages, deeds, grants, transfers and other such instruments signed by any individual who can establish his/her identity. Standard California Notary service fees apply, usually $15 per signature notarized. Call for quote.