Talk to a tax professional today
Help and advice from a tax professional for individuals and businesses — from everyday tax questions to business deductions, audits and financial planning.
We can help with
- Tax questions, dependents and itemized deductions
- Business deductions, credits and software advice
- Tax filing, IRS audits and resolution
- Bookkeeping and financial statements for your business
- Financial planning for individuals and businesses
One team for tax, accounting and advice
Tax services
Full tax preparation, planning and compliance, with particular depth in real estate and community development.
Tax services →Accounting services
Bookkeeping and financial statements for your business.
Accounting →Business advisory
Planning, entity structure and tax advice for every stage of your business.
Business advisory →Opportunity Zones
Accounting, tax, structuring and compliance support for Opportunity Zone investments.
Opportunity Zones →Renewable energy
We also help with renewable energy tax credits and related financing questions.
Renewable energy →Cost segregation
Component-level analysis of property that can accelerate depreciation deductions.
Cost segregation →Tax consulting services for business owners
Good tax consulting starts before you file. As a tax consulting firm for small and mid-sized businesses, we look at how your business is set up, how you pay yourself and which deductions and credits fit your situation, then help you put a plan in place for the year.
- Entity choice and S corporations. LLC, S corp or C corp, and what reasonable salary means for an S corp owner.
- Year-round tax planning. Estimated payments, timing of income and expenses, and retirement plan contributions. See our tax planning services.
- Multi-state and California issues. Nexus, apportionment and FTB filings for businesses with customers or staff in more than one state.
- Credits and incentives. Research and development, Section 179 and other incentives your business may qualify for.
- IRS and FTB letters. Notices, audits and payment plans through our IRS audit representation team.
Every recommendation stays within IRS rules, and we explain the trade-offs in plain language so you can decide what is right for your business.
We take care of the rest
We prepare your return
Next, your tax professional prepares your return and looks for the deductions and credits you’re entitled to.
Review and sign
Then look through your return, ask any questions, and sign when you’re ready.
No borders, no limits
In fact, we work with clients remotely, wherever you are. Start anytime and reach out whenever you need help or advice along the way.
Chat with a tax professional today
Just tell us what you need, and a team member will point you in the right direction.
Monday–Friday, 9 am–6 pm Pacific