Services

If you’re looking for a tax preparer that will focus on your individual needs, and always treat you honestly with a fair price, look no further.  Our team offers professional services with the experience to handle all aspects of your tax position.

We will thoroughly and conscientiously study your personal situation, and tailor a solution to your unique case.

Stress-free and Confidential

Accurate tax preparation takes study, effort and focus.  We know that you have better things to do with your time.

Our advisors have the skills to sift through the complicated tax laws and decipher those confusing changes.

For example, do you know whether your state conforms to the recent tax law changes, commonly known as TCJA, or Tax Cuts and Jobs Act, that took effect on your 2018 returns last year?

In general, the states do follow many of federal laws.  However, some states, such as California, allow deductions on the state return that are no longer available on the federal return.  Even if you were not able to itemize on your 2018 federal return because of the new regulations, you may still be able to itemize on the California state return, reducing your state tax liability.

You may still be able to deduct more of the mortgage interest because California does not conform to the $750,000 cap on mortgage balances.  There are other tax benefits that you may not realize are still available to you.  Note that of course, there are items that are deductible on the federal return that may not be deductible on the state return.

Let our experience and expertise give you peace of mind.

Let us simplify the tax preparation process for you.

We calm the chaos

Contact us today to schedule an appointment!

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