Individual Accounting and Tax Services

The Focus Of My Practice Is On The Individual

In my practice we focus on income tax planning and preparation for individuals and their closely held businesses. Traditionally we pay attention to our clients. I am personally accessible by phone, text or email daily. We strive to be responsive to client needs. In my experience I have found that working together with my clients improves their understanding of important tax information and reporting compliance.

From my perspective it is important to have in mind that a tax return may be challenged by both the IRS and the California Franchise Tax Board (FTB). I believe your interests are well served by knowing what to expect in the event of an inquiry from either the IRS or FTB and being prepared to defend amounts reported on your tax return.Treasury Regulations clearly state in discussing whether a taxpayer acted with reasonable cause and in good faith in respect to an underpayment of tax, “the most important factor is the extent of the taxpayer’s effort to assess the taxpayer’ proper tax liability”. Our process involves helping you meet this burden during the return preparation phase of our engagement. As we provide tax services we encourage your participation and collaboration. Communication is integral to ours services.