FAQS

I'll be the best tax accountant you've ever had! 

I specialize in business tax, keep up with the rapidly changing tax law, and know when to take risks and when to play it safe. 

I understand what triggers an audit and what the IRS will overlook. I'm also very familiar with tax adjustments and specialized credits that will save your business money!

Saved tax money = lower expenses. Lower expenses = more profit for you to keep!

Yes. I'm a licensed CPA in the state of California.

This means that I will be able to represent you in front of the IRS or state and local tax board in the case of a problem or an audit.

Absolutely!

I will keep you updated and remind you of tax and estimated payment deadlines, and will let you know how much you should be paying each quarter in order to avoid late fees and interest.

I also stay up-to-date on the constantly changing tax law, and know how to get your tax liability as low as possible.

Having a specialized accountant also means having inside access to how other companies in your industry are doing things. If you want to be the best, you have to know what works and what doesn't work for your competitors.

I will request either access to your QuickBooks file or specific reports (P&L, Balance Sheet, and Trial Balance).

I'll then email you a list of questions and open items that I have.

You'll receive a draft of your returns, I will schedule a phone call with you to explain everything going on and to answer any questions you have, and if satisfied will electronically file your return.

Quick, easy, and efficient. I think it's important for business owners to know what's going on with their returns, and I'm willing to spend as much time as you need to explain and simplify this for you.

I understand you want to avoid the friction and hassle of switching. But after the initial setup, we'll have our process streamlined, and hiccup free.

It will be worth it to invest and establish a great relationship now so that in the future you are prepared as your business grows. 

My average corporate tax client pays $2,000 per filing of a Federal and state return but this can fall higher or lower depending on the complexity.

If I am preparing the shareholder returns with the corporate return I charge $500 per shareholder return.