Individual Services

• Tax Preparation
• Electronic Filing
• Out of State Returns
• Small Businesses
• Estate Planning
• Charitable Remainder Trusts
• Trust Accounting

• Trusts
• Personal Financial Planning
• Tax Planning
• Stock Options & Sales
• Retirement
• Real Estate

Business Services

• Business Tax Returns
• Non-Profit Tax Returns
• Financial Statements
• Monthly or Quarterly Bookkeeping
• Payroll Services

• Cash Flow Management
• Stategic Business Planning
• Succession Planing
• Internal Controls

Tax Problems

• IRS & FTB Audits
• IRS & FTB Payment Plans
• Non-filed Tax Returns
• Innocent Spouse Relief

• IRS Payment Plan
• IRS Liens, Levies,
  Wage Garnishments
• Offers-in-Compromise

Planning

• College
• Divorce
• Estate
• ISO,NQ, & ESPP Stock Sales

• Real Estate Exchanges
• Retirement
• Tax