Income Tax Preparation

Individual Returns - We prepare the Federal 1040 Form, the California 540 Form, as well as all other states' forms. We prepare your returns in-house on the most current commercial software. We attend seminars every year to keep up with all tax law changes. Let us take the stress out of tax preparation by doing it for you.


Trust & Estate Tax Preparation

Income Tax Returns for Trusts & Estates - We prepare the Federal Form 1041 & California Form 541 with attached schedules and related K-1's. We also assist in obtaining trust tax identification numbers upon the formation of a trust, and will assist in determining which assets should be placed in a trust.

Estate Tax Returns - We prepare the Federal Form 706 along with required schedules and attachments. Let us assist you during this difficult time.


Financial Planning

Upon request we can meet with you to do retirement planning, estate planning, tax planning and investments.


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