IRS & California Tax Notices
Review and administrative assistance with federal and California tax notices within the firm’s authorized scope.
Federal & California
Tax Preparation & Planning
Accurate, organized tax preparation and practical planning for individuals and businesses.
Individual Tax Preparation
- Form 1040 federal income tax returns
- California individual income tax returns
- Wage, investment, self-employment and rental income
- Capital gains and losses
- Itemized deductions and tax credits
- Estimated tax planning and payment review
- Prior-year returns and amended returns
Tax Notices & Compliance Assistance
Tax Lien & Collection Notice Assistance
Assistance reviewing lien and collection notices, identifying filing or payment-compliance issues, and organizing administrative next steps within the firm’s authorized scope.
Prior-Year & Delinquent Returns
Preparation assistance for prior-year, delinquent and amended returns where appropriate.
Tax Planning
Planning may include estimated payments, year-end timing, business-owner tax considerations and review of significant transactions. Recommendations depend on the client’s facts and applicable law.
Tax Notices & Prior-Year Matters
We assist clients in organizing and responding to tax-account matters involving the IRS and California tax agencies within the scope permitted by applicable professional and agency rules.
Tax Notice ChecklistNeed Help With Your Tax Situation?
Whether you need current-year preparation, prior-year returns, tax planning, or assistance understanding a federal or California tax notice, Sharif Tax Firm can review your circumstances and determine the appropriate next steps.