An Introduction to Our California Tax Service Offerings
Our tax services are both consulting and compliance focused.
Assisting clients in identifying tax savings opportunities
and meeting the compliance requirements of the federal, state
and local tax authorities has always been an important part
of our business.
We take pride in minimizing the tax consequences
through careful planning, which includes maintaining ongoing
communication with you throughout the year. You deserve the most practical, tuned-in and well-crafted
tax solutions, and we can provide those to you.
Our California Tax Services
For Organizations:
Tax Compliance and Statement Preparation
• Improve tax accounting methods and systems
• Maximize benefits of tax deferral
• Prepare tax and information returns
• Manage relations with Federal, state and local tax
authorities
Tax Strategy, Planning and Projection
• Analyze tax implications of business decisions
• Select the best structure for proposed transactions
and new investments
• Year-end planning
• Review all pertinent new legislations
• Recommend tax-saving strategies and opportunities
IRS Examinations and Representation
• Represent clients during IRS examinations and appeals
Business Entity Selection
• Analyze all issues and factors such as the number
of owners, service or product offered, capital requirements,
regulatory and tax factors, liability, and future expansion
plans
• Assist in choosing the right structure to limit liability
and provide a flow-through income
Merger/Acquisition and Reorganization
Assistance
• Tax planning for transactions such as mergers, spin-offs,
and reorganizations
• Focus on tax issues and opportunities that arise during
and after the transaction
Tax-Exempt Organizations
• Advise organizations on new code provisions and regulations
and tax “excess benefits”
• Assist with the structure of compensation plans to
qualify for the IRS’s “presumption of fairness”
• Develop models for “donor-advised funds”
and “supporting organizations” through such philanthropic
activities that can qualify for most favorable tax treatment
For Individuals:
Tax Strategy and Planning
• Understand your long-term goals and devise appropriate
tax strategies
• Recommend tax-saving strategies and opportunities
• Maximize timing advantages, tax relief and incentives
• Ongoing monitoring of personal/family circumstances
and risk profile
Tax Statement Preparation and Submission
• Prepare taxes and information returns
• Submit returns electronically
• Manage relations with Federal, state and local tax
authorities
• Ensure that the most tax-efficient strategy is adopted
• Reduce potential tax exposure by incorporating the
many available planning opportunities
IRS Examinations and Representation
• Provide specialist advisory and support services in
the event of a Federal or state investigation
• Represent clients during examinations and appeals
Estate Tax Strategy and Planning
• Ensure that tax saving opportunities is fully exploited
and the pitfalls of anti-avoidance legislation are successfully
circumvented
• Recommend strategies that truly reflect individual
ambitions and aspirations.
Services for Trusts and Estates
• Provide specialist advisory service on tax planning
via setting up of trusts
• Help reduce tax liability and protect assets
§1031 Tax Deferred Exchanges
of Real Estate
• Arrange for the sale of investment property as an
“Exchange”
• Reinvest the money from the sale into additional investment
properties resulting in tax deferral
• Assist in proper estate planning to pass property
on to heirs tax-free
Click here
for a Case Study.
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