Taxes are a fact of life and the changes in tax laws, especially in challenging economic times, can be confusing. Having a comprehensive, well thought out tax plan can make a significant difference in the amount that you pay in taxes each year. I provide consultation on your individual situation and can advise you on the tax implications of options and scenarios. I also keep track of the tax law changes and provide you with suggestions on possible strategy changes. And, of course, I will prepare your returns. My services to individuals include:
Tax Planning Consultation
Self-employment issues
Home office
Registered domestic partnerships
Retirement planning (IRA's 401k's)
Rental property
1031 Exchanges
Home Ownership
Investment transactions
Tax issues
Tax Returns
Prepare annual Federal and State income tax returns
Calculate quarterly estimated payment
Consult on maximizing deductions
Audit Assistance
Prepare documents
Accompany or represent you
IRS Issues
Non-filed tax returns
Unpaid taxes/back taxes
Liens
Levies
Wage garnishment
Seizures
Offer in compromise
IRS payment plan
Innocent spouse relief
Please give me a call at 415.215.0639 or email me to discuss your tax preparation needs.