💼 Tax & Advisory Services (Done Right, No Stress)

🔹 Personal Tax Preparation

• Federal & State tax returns (all 50 states)

• Tax planning to legally reduce your tax bill

• Amended returns (fix past mistakes & recover money)

• IRS & state compliance review

👉 “I don’t just file — I make sure you don’t overpay.”

🔹 Business Tax Services

• LLC, S-Corp, Partnership & C-Corp returns

• Strategic tax planning for business owners

• Entity structure optimization (save on taxes long-term)

• Multi-state taxation & compliance

👉 “We structure your business to keep more money in your pocket.”

🔹 IRS Representation (Let Me Deal With Them)

• Audit representation

• IRS letters & notices handled professionally

• Payment plans & Offer in Compromise

• Penalty abatement strategies

👉 “You don’t talk to the IRS — I do.”

🔹 Bookkeeping & Financial Clarity

• Monthly bookkeeping (QuickBooks expert)

• Financial statement preparation

• Cleanup of messy books

• Cash flow tracking & reporting

👉 “Know your numbers. Grow your business.”

🔹 Business Setup & Entity Formation

• LLC, Corporation, S-Corp election setup

• EIN registration & compliance setup

• Operating agreements & ownership structure

• State registrations (California & multi-state)

👉 “Start your business the right way — from day one.”

🔹 Tax Strategy & Planning

• Year-round tax planning (not just April)

• Income shifting & deduction strategies

• Retirement tax planning (SEP, Solo 401k, etc.)

• Exit strategies for business owners

👉 “Filing is reactive. Strategy is where the money is.”

🔹 Self-Employed & 1099 Specialists

• Uber, Amazon, freelancers, contractors

• Expense optimization & audit-proof deductions

• Mileage, per diem, home office strategies

👉 “If you’re 1099, you NEED strategy — not just filing.”

🔹 Real Estate Tax Expertise

• Rental property tax strategies

• Depreciation & cost segregation basics

• 1031 exchange guidance

• Agent & investor tax planning

👉 “Real estate can build wealth — if you handle taxes right.”

🔹 Nonprofit & Special Cases

• Nonprofit tax filings & compliance

• Occasional sales & event tax guidance

• Multi-income / complex situations

🧠 Why Clients Choose Me

• ✔️ Enrolled Agent (Federally Licensed Tax Professional)

• ✔️ CPA Candidate (Advanced expertise in progress)

• ✔️ Real-world business owner (I understand YOUR struggles)

• ✔️ 20+ years experience in business & finance

• ✔️ Not just a preparer — a strategic advisor