Tax Services

Our professionals combine an in-depth knowledge of the ever-changing tax laws with a commitment to understand each client’s specific circumstances and goals. We integrate business and personal tax strategies to minimize overall tax liabilities.

Income Tax Minimization Strategies

No one wants to pay more taxes than necessary, yet many businesses and individuals overlook tax savings opportunities every year. Whether your tax situation is complex or simple, we are usually able to develop creative solutions. Examples of our involvement include:

* Short- and long-term business and individual tax planning
* California and multi-state tax planning
* Planning and structuring for complex business or personal transactions
* Tax advice involving mergers and acquisitions
* Assistance with tax-free real estate exchanges
* Cost segregation studies
* Family foundations and trusts

Income Tax Return Preparation and Planning

We can make the process of preparing your tax returns easier. We also take time to make certain that you adequately understand your completed returns. While we follow the compliance guidelines, we look for opportunities to minimize the taxes you must pay.

Estate and Gift Taxes

* Family planning and business succession planning
* Tax minimization strategies and techniques
* Innovative alternatives to traditional estate planning
* Creative use of charitable trusts

Additional Tax Services

* Consulting on payroll, sales and excise taxes
* Representation before the IRS and Franchise Tax Board on various issues