Income Tax Preparation
- Individuals
- Partnerships
- Limited Liability Companies
- Corporations
- S Corporations
- Estates & Trusts
- Gift Tax
- Not-for –Profit Organizations
Accounting & Bookkeeping
- QuickBooks assistance
- Financial Statements
- Audit
- Review
- Compilation
- Budgets
- Payroll Services
- CIRA billing/collection
- Estate/Trust accounting
- Cost Accounting – Wineries
IRS/FTB/BOE Representation
Tax & Financial Planning
- Year End Tax Planning
- Trust Administration
Business Consulting
- Entity selection & restructuring
- Tax Planning
- Retirement plans for your business
- SEP-IRA
- Simple-IRA
- 401(k)
Retirement & Estate Planning
- Assessment of financial stablility for the duration of your life
- Five Most Important Estate Planning Documents
- Will
- Durable power of attorney
- Health care power of attorney
- Living will
- Revocable living trust