125 WATER STREET, SUITE C 
Santa Cruz, CA 95060​​
Tel: 831.226.1500
Fax: 831.226.1501

Services We Provide

Tax Preparation Services

Individual – Form 1040

Corporation – Forms 1120 and 1120S

Trust, estate, and gift – Forms 1041, 706, and 709

Exempt organization – Forms 990 and 990-EZ

International tax – Forms 5471, 5472, 8938, FBAR, etc.

All state and local tax authorities

Multi-state Returns

Determining nexus

Other state tax credits

Property basis differences

Residency determination

Bookkeeping and Accounting Support Services

Planning and Design

Internal Controls

Setup

Training

Ongoing quality control

Diamond-level QuickBooks Online ProAdvisor

System integrations

Quickbooks Online, Quickbooks desktop, Peachtree, Sage, Xero, TABS, and many others

Decision Support

Tax estimates

Planning and projections

Transaction analysis

Succession planning

Retirement planning (IRA, SEP IRA, SIMPLE IRA, 401k)

Choice of entity (S-Corp, C-Corp, LLC, LLP, Partnership, Sole proprietorship, Disregarded Entity, Non-profit)

Compliance services

Correcting and preparing payroll tax returns, W-2’s

State and local fillings

1099 preparation

Property tax returns

Sales tax filings

 

Support & Consulting

Business valuation

Financial audits

Fiduciary Accounting

IRS Representation

Respond to federal and state tax notices

Assist with abating penalties and assessments

Installment Agreements and Offers in Compromise

Representation during an audit

Preparation of Financial Statements

280E compliance

Services we do not provide (Referral)

Audit, Review, and Compilation under GAAP

Business valuation

Bankruptcies

Forensic accounting

Fraud and theft investigations