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Services

We have experience handling all types of tax areas including:

 

  • Property sales

  • Capital gains and losses

  • Employee unreimbursed work related expenses

  • Charitable contributions

  • Tax implications due to stock and mutual funds sales

  • Self-employment income and expenses

  • Distributions from pensions, IRAs, 401(k)s, etc.

  • Education tax credits and deductions

  • Rental property income and expenses

  • Taxable and tax exempt interest and dividends

  • Representation of clients with the IRS and FTB

 

In addition to tax preparation, our office takes pride in tax planning services.  Tax planning can make a difference in minimizing taxes and in making better financial decisions.

 

Being accessible year round makes us available when it's needed, not only during the tax season.

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