Tax Filing Services
- Federal and California tax preparation and e-filing
- Other states tax preparation and e-filing (may be limited)
- Assistance with IRS and California Franchise Tax Board inquiries and examinations
- Year around service available
Professional Advice and Tax Planning
- Quarterly tax estimate calculation and automated payment set up
- Help with calculation of Federal and California withholding allowances
- Tax planning to minimize or spread out the effects of bonuses, lump sum payouts and ROTH conversions
- Research on the tax effects of getting married, having children, buying a house, saving for college, buying rental property of a second home and starting a small business
Professional Affiliations
- Castellan Financial Advisors – a fee only Certified Financial Planner