TAXES • ACCOUNTING • FINANCIAL PLANNING • INVESTMENTS • INSURANCE

Tax Services

In addition to our personal and business tax services, we are also QuickBooks® advisors.

  • Reminders are sent out from our Hermosa Beach, CA office during the year on tax estimates as a courtesy to our clients.
  • We do not “nickel and dime” our clients because we are interested in long term relationships.

HERMOSA BEACH TAX SERVICES

k

PERSONAL, BUSINESS & TRUST RETURNS

Preparation and or review of personal, business and trust tax returns
  • Timely and accurate preparation of current or past federal and all state tax returns using high quality, efficient tax software
  • Determine estimated tax liability for current or future years
  • Review previous tax returns for savings
  • Prepare sales, payroll and business property tax returns
  • City Business Taxes and Renewals
  • Reasonable Hourly Rates – Pro rated work
k

CONSULTING & PLANNING

Tax Planning and Advice
  • How to minimize income taxes
  • Calculate estimated taxes for current and future years
  • Investments to consider for your future
  • What is taxable income and what is tax deductible
  • What type of entity to establish for tax purposes
  • Should I be a Corporation, Partnership or LLC
  • How can I change from one taxable entity to another
  • Would a different reporting entity be better for me
k

TAX REPRESENTATION

IRS and Franchise Tax Board tax representation
  • Inexpensive representation with reporting agencies
  • Assistance in preparing for Regulatory audits
  • Professional communication with Regulatory agencies on notices received
  • Help with tax liens, preparing financials, offer in compromises, etc
k

PAYROLL, SALES & BUSINESS RETURNS

Preparation of Payroll, Sales and Business Tax Returns
  • Over twenty five years of experience in preparing tax returns in addition to income taxes
  • Advice on taxability and what is included for proper reporting

Contact Us to schedule an appointment today! (310) 374-8832

Testimonials

“Chuck has been my CPA/consultant for tax filings and other financial considerations for almost a decade.
He’s professional, knowledgeable, and always responds to my needs in a timely fashion!”

– Jordan Potsic