818-306-2010
Services
Tax and Financial Planning
Our services include:
- Income tax planning
- Individuals
- S and C Corporations
- LLC and Partnerships
- Non-profit organizations
- Structuring of transactions
- Estate and gift planning
- Multi-state strategies
Financial Statement Compilations
Our services include:
- Monthly, quarterly and annual reports
- Court formatted trust accountings
Tax Compliance
Our services include:
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Income tax preparation
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Individuals
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Nonresident individuals
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Expat individuals
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S and C Corporations
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LLC and Partnerships
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Estates, trusts and gifts
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Non-profit organizations
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FBARS
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Handling of IRS and State income tax audits
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Assistance with investor reporting
Business Management Services
Our services include:
- Billpay services
- Asset allocation review
- Coordination with insurance agents
- Real-estate mortgage review
- Legal coordination
Accounting and Bookkeeping Assistance
Our services include:
- Monthly, quarterly and annual bookkeeping
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Payroll services
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Sales tax services
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Statements of information filings
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City business tax filings
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1099 filings
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Nonresident witholding statements