Tax Planning / Compliance / Resolution

Taxes are no longer a once-a-year event. To optimize tax savings, our philosophy is to devise a tax plan early in the year, based on anticipated events that could potentially harm our client's tax position at year-end. This proactive approach allows us to be organized and efficient in obtaining the required documentation for the tax return preparation process. Thus, our goal is to ensure timely filing of the tax returns without unnecessary extension when possible. Besides, our goal is to make sure our clients only pay their fair share of taxes as required by law. When we disagree with the taxing authorities as to the interpretation of the tax law, we've represented our clients in audits with the IRS, FTB, and EDD to defend their position. This keeps us current on the tax law so we’re always ready for the toughest situations.