Tax Planning & Compliance

Tax Planning & Compliance

Far too often, the murky world of taxes is poorly explained by professionals. We strive to answer your questions in plain English so that you can actually work hand-in-hand with us to reduce your taxes via the best techniques, as well as new laws and rulings.

By keeping up-to-date on the latest tax laws and legislation, we can identify key tax planning opportunities that minimize your current and future tax liabilities. We consistently provide our individual and business clients with the taxation expertise they expect.

Tax services include:

  • Tax planning & return preparation
  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Trusts & gifts
  • IRS/FTB audit representation
  • IRS/FTB tax debt negotiations
  • Divorce & support issues
  • Tax effects of buying or selling a business

It’s on a first-name basis, it’s a family.

There are no surprises at the end of the year.

Marwan Hannon

  • CalCPA
  • CGMA
  • Quickbooks
  • Xero