Income from work, a business, rental property, investments, retirement accounts, and trusts, brought together and explained.
Your personal tax return may bring together income from employment, a business, rental properties, investments, retirement accounts, and trusts. Each piece follows its own rules, and a change in one can affect the others.
We help you understand how those pieces fit together and what a change may mean for what you owe. We prepare your return, help you plan estimated payments, and talk with you before decisions such as selling an asset, making a significant gift, or retiring. When it helps, we coordinate with your financial advisor and your attorney.
Federal and state returns, prepared after we review the records and ask about what changed during the year.
If part of your income has no tax withheld, we estimate what you will owe and help you set payments through the year.
A home, an investment property, shares of a company, or a business interest. We estimate the tax effect of different ways to sell before you agree to a price or a date.
When to take withdrawals, how required distributions and Social Security interact with your return, and whether moving money from a traditional retirement account to a Roth account makes sense in a given year.
Read more →We prepare the related returns and explain how a gift or an inheritance is reported and taxed. Our estate, trust, and gift tax planning page explains this work in more detail.
Read more →Income, expenses, and depreciation for rental homes and buildings, and the tax effect of selling them.
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You tell us what you are facing or planning. We listen, ask questions, and tell you whether we are the right fit.
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If we work together, we agree on what we will do, who is responsible for what, and the fee, before the work begins.
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We gather the facts, explain your options in plain terms, and act while your choices are still open.
Call or text an office, or the concierge. It answers any time and can book the introductory meeting.
Yes. We handle the income, expenses, and depreciation for rental properties, and we help owners plan before they sell.
Do not ignore it, and note the date it asks you to respond by. Contact us with the notice so we can read it and tell you what it needs. Our tax resolution page explains how we help.
Yes. Our international tax page explains how we coordinate U.S. filings when income, property, or family interests cross borders.
Fees depend on what we agree to do. We agree on the scope, responsibilities, and fee before the work begins.
Palm Desert or Irvine.