As tax professionals, we gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes. We provide a wide range of tax services for individuals, businesses and fiduciaries, including, but not limited to, the following:
We have many years of experience representing individuals in audits and appeals to the Internal Revenue Service, Franchise Tax Board, local city and county governments If necessary, we prepare private ruling requests to the Internal Revenue Service on imprecise issues and interact on your behalf in establishing installment payment arrangements, offers in compromise, and governmental tax levies and liens.
REAL ESTATE INDUSTRY – From bookkeeping services to complex real estate analysis, we handle all facets of ownership of real estate properties. We can help in purchasing, selling and exchanging (IRC Section 1031) your properties. We can assist in finding a broker, lender, property manager, or a company to prepare a cost segregation analysis to allocate the purchase price or other basis of the real property. We handle all matters concerning real estate development.