Testimonial from a former engineer in Silicon Valley. The IRS was chasing him for over $100,000. He hadn't filed tax returns for 7 years and thought he owed the money. When I prepared his returns and told him he not only didn't owe any money but had refunds coming of over $20,000 he was in shocked disbelief.

Focus on convenience of doing this online from anywhere and a cost that you can afford. Keep you out of trouble with the IRS by "doing it right."

To help you with your tax preparation and business planning. You can't do a good tax return for a business without good bookkeeping. We can do it for you or teach your staff person how to do it right.

Whatever problem the IRS is causing you, we can help. Correspondence audits, Installment Payment Agreements, Offers In Compromise, Bank and wage levy relief; permanent solutions to temporary problems with integrity and sensitivity.

Maximize the ability of your business to minimize your tax through family tax planning and maximum utilization of family employee benefits. Restructure your business to take maximum advantage of sound tax law. Stop throwing away thousands of dollars per year by having the wrong business structure.

Tax GraphicOur goal is to resolve your tax problems with the least amount of time involvement, the least amount of pain and suffering to you and at a fee that won't require you to mortgage your house or your kids to pay us. Integrity is very important to us. We have found out, over these past 30+ years, that honesty is best and being straight forward with you and with the IRS regarding your ability to pay gives us the best result for you. That is how we work and we won't change that way of doing business for anyone.

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Retirement Planning

Retirement planning involves pension planning and types of pension plans. It is better for some individuals to use a Roth IRA, traditional IRA, a 401(k) or Roth 401(k), Simple IRA, Simple Pension Plan, Defined Benefit or Defined Contribution type of plan.

  • What is best for the owner of the company?
  • When someone is approaching retirement, what is the best method of withdrawing funds from which type of account?
  • How do you maximize withdrawals while minimizing taxes?
  • How does Social Security enter into the planning?
  • Which funds do you use first?