Tax and accounting services

Tax preparation and planning

Individual corporate partnership and nonprofit returns with planning that looks forward.

  • Federal and California returns with e file when allowed
  • Estimates safe harbor planning and cash flow
  • Real estate depreciation cost segregation support and like kind exchange coordination
  • FBAR FATCA and cross border information returns

Accounting and advisory

  • Monthly bookkeeping and close process
  • GAAP based statements that match bank and tax
  • Payroll setup filings and year end forms
  • CDTFA seller permits and sales and use tax
  • City business licenses and EDD registrations

IRS CAA ITIN and EIN

ITIN application or renewal with document verification and tracked submission. EIN for new companies including owners outside the USA.

  • Form W 7 with return or exception letter
  • Passport verification when allowed by IRS
  • EIN application and assignment letter delivery

Tax resolution and controversy

Fast triage and clear plans for IRS and state notices. We protect your timeline and help you get current.

Notices and audits

  • CP2000 underreporter and mismatch letters
  • Automated underpayment and late filing penalties
  • Field and correspondence audits document sets
  • Penalty abatement when facts support relief

Balances and collections

  • Installment agreements and hardship review
  • Offer in compromise evaluation and packaging
  • Levy and lien relief after required steps
  • Payroll and trust fund review and TFRP defense

Returns clean up

  • Amended returns and late filings
  • Reconstruction from bank and merchant data
  • Information return clean up W 2 W 3 1099 series
  • Reasonable cause statements and affidavits

Corporations and BOI asset protection

We keep corporate records clean and BOI filings current so your liability shield and tax position stay strong.

Entity choices and elections

  • C corp S corp LLC partnership and professional corp
  • Tax elections 2553 S corp and 8832 check the box
  • Reasonable compensation and payroll for owners
  • QSBS 1202 and stock records when you qualify

Governance and record hygiene

  • Bylaws operating agreements minutes and consents
  • Separate bank accounts and no commingling
  • Clear contract signature blocks and authority
  • Parent and operating company separation when needed

BOI reporting

  • Identify beneficial owners and company applicants
  • File the initial report and track updates after changes
  • Maintain ID records and address proofs
  • Calendar reviews so reports stay current

We provide tax and filing support. Legal strategy is provided only by licensed attorneys under a separate agreement.

Nonprofit and NGO formation

We set up public charities and private foundations in the USA with clean files and simple checklists.

Name and incorporation

  • State name search and reservation
  • Articles of incorporation or organization
  • Statement of Information in California
  • EIN registration and bank readiness letters

Governing documents

  • Bylaws or operating agreement with purpose clauses
  • Conflict of interest and gift acceptance policies
  • Board minutes and officer resolutions
  • Document retention and privacy notices

Tax exemption and registrations

  • IRS 1023 or 1023 EZ for 501 c 3 recognition
  • California FTB 3500A or 3500 when required
  • Attorney General Registry of Charitable Trusts CT 1 and annual RRF 1
  • Charity and fundraising registrations in other states when you solicit

Some exemptions and filings depend on facts and state rules. We prepare documents and coordinate with your attorney when legal advice is needed.

International and business immigration support

We help overseas owners start and run a US company and keep files ready for review. Materials are prepared for use by your licensed attorney when requested.

EIN and accounts

  • EIN for foreign owners no SSN cases handled
  • Bank and payment processor readiness letters
  • Payroll and sales tax registrations
  • BOI filing and updates

Immigration ready packets

  • Business plans cash flow and job descriptions
  • Affidavit of financial support packages with returns and statements
  • Company records and payroll proofs for employer petitions
  • Human translation available on request in many languages

Cross border rules

  • Treaty and withholding review
  • W 8BEN E W 8ECI and 1042 S workflows
  • FATCA and FBAR coordination

Resources

Filing calendars

Federal and California highlights. Dates can change and special cases apply.

  • Jan 31 W 2 and 1099 delivery
  • Mar 15 S corp and partnership returns
  • Apr 15 individual and C corp returns
  • Quarterly estimates Apr Jun Sep Jan

Checklists

  • ITIN checklist available on request
  • EIN checklist available on request
  • New client intake checklist

Secure document upload

We provide a secure link on request. Email can be insecure. Use the secure link for IDs tax returns and bank letters.

Compliance and policies

About

We are a USA based tax and business services firm in Los Angeles California. We focus on accuracy clear communication and client care. Our credentials include IRS Certified Acceptance Agent CAA and IRS Authorized Electronic Return Originator. We serve individuals businesses and nonprofits on federal and state compliance. We work with your licensed attorney and your bank or lender so formation steps tax filings and business records stay consistent. Legal services are provided only by licensed attorneys under a separate agreement.

Privacy and accessibility

We protect client information through secure transmission limited access and careful retention. We provide text alternatives keyboard navigation readable contrast and scalable fonts. Phone and email options are available for any form. Translation services are available on request.

General terms

Service begins after a signed engagement and agreed payment terms. The terms describe scope billing refunds cancellations and limits of liability.