Our tax department provides accounting and tax services to a range of clients, including:

  • Individuals
  • Medical and legal professionals
  • High net worth individuals
  • Closely-held businesses and their owners
  • Institutions of higher education
  • Trusts and estates
  • Tax-exempt charities

Constant changes in tax law continue to make an already complicated system even more complex. Our goal is to help you understand how these new laws impact you, and what actions you can take to reduce your tax burden.

Our tax services include:

Tax Consulting
Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

We routinely consult with clients before engaging in transactions to help them recognize both the economic and tax consequences of their decisions. Many times these decisions will often have a tax impact over several years. We work together with the clients’ other advisors (attorneys, investment advisors, insurance agents, etc.) to understand how these transactions will impact their overall plan. We also collaborate with the other advisors regarding other life events (retirement, financial and estate planning, etc.). In this way we can help our clients make informed decisions and help them reach their financial goals.

Tax Preparation
We have extensive experience in multi-entity, consolidated, and multi-state returns. Though we are based in California, we regularly prepare tax returns in almost all 50 states.

IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Tax Provisions
Assistance with financial statement income tax provision calculations and disclosures necessary for the audited financial statements