Our Services

Personal Income Tax Returns

We offer Friendly one on one service. Handling everything on the Form 1040

  • W-2s
  • Interest Income
  • Dividends
  • Capitol Gains and Losses
  • Sole proprietorships (personal businesses)
  • Retirement distributions
  • House: Sales, Short Sales and Foreclosures
  • Rental income

We specialize in finding personal deductions.
For: Education, Dependents, Child Care, Home Mortgage Interest, Property Taxes, Charitable Contributions, Medical, Energy Credits, Unreimbursed Employee Expenses, Earned Income Credit

State Returns

  • We do returns for all states
  • Part year and full year residency
  • Extensions
  • Electronically file your personal six month extension

Corporate & Flow Through Entities Tax Returns

Small C-Corporation and S-Corporation services. Simple, fast and explained clearly.

  • Tax returns
  • Incorporation services
  • Tax extensions

Partnerships, Trusts, LLC, Non-Profit Organizations

  • Tax returns
  • Tax extensions

David specializes in incorporating small businesses, for a fraction of the cost of a legal professional. Call for details.

Tax Planning

A friendly one on one service giving the client a projection of the upcoming tax year and what tax strategies need to be taken to ensure your desired result.

Bookkeeping Services

Offering bookkeeping help and consultation.

Payroll Tax Services

We do Basic Payroll for Small Corporations and Businesses. Including filing for:

  • W-3
  • Employee W-2's
  • Form 940
  • Quarterly Form 941
  • CA DE-9
  • CA DE-9C
  • Form 1096
  • 1099-Misc (Non-Employee Compensation, Rents, etc.)