Income Taxes Individuals & Business, Bookkeeping, Payroll.
List of services
Filing & Payments of Sales Taxes
I assist California businesses with the preparation, filing, and payment of sales and use taxes. My services help ensure your business meets its reporting requirements and stays compliant with California tax regulations.
My services include:
- Sales tax registration assistance
- Preparation and filing of California sales and use tax returns
- Calculation of sales tax due
- Filing of required sales tax prepayments
- Assistance with quarterly, monthly, or annual filings
- Review of taxable and non-taxable sales
- Sales tax payment assistance
- CDTFA account maintenance and updates
- Assistance with notices and correspondence from the California Department of Tax and Fee Administration (CDTFA)
- Sales tax compliance and recordkeeping guidance
Tax & Financial Consulting
I provide professional tax and financial services to help individuals and businesses stay organized, compliant, and prepared for the future. My services are tailored to your specific financial needs and may include:
- Individual and business tax preparation
- Tax planning and strategies
- Business tax compliance
- Bookkeeping and financial reporting
- Payroll services and payroll tax filings
- Sales tax registration and reporting
- Financial statement preparation
- Business consulting and financial guidance
- IRS and state tax notice assistance
- Tax projections and estimated tax planning
My goal is to provide reliable, personalized support that helps you understand your finances, meet your tax obligations, and make informed financial decisions.
Business Formation Services
I help entrepreneurs start and structure their businesses with confidence. Our business formation services include assistance with selecting the appropriate business entity, such as an LLC, corporation, partnership, or sole proprietorship, and completing the necessary registration and formation paperwork.
My services may include:
- Business entity selection and guidance
- LLC, Corporation, and Partnership formation
- Articles of Organization or Incorporation
- Federal EIN registration
- California state registrations
- Statement of Information filings
- S Corporation election assistance, when appropriate
- Business licenses and permits guidance
- Initial bookkeeping and tax setup
I provide personalized support to help you establish your business on a solid foundation and understand your ongoing tax and compliance responsibilities.
Assistance to Obtain ITIN
I assist individuals who need to obtain or renew an Individual Taxpayer Identification Number (ITIN) for U.S. federal tax purposes.
My services include:
- Assistance with completing Form W-7
- Guidance on required supporting documentation
- ITIN applications for eligible individuals
- ITIN renewal assistance
- Preparation of the required federal tax return when applicable
- Guidance throughout the ITIN application process
I provide personalized assistance to help ensure your application is completed accurately and submitted with the appropriate documentation.
Bookkeeping Services
I provide reliable and personalized bookkeeping services to help individuals and businesses keep their financial records accurate, organized, and up to date.
My services include:
- Recording and categorizing financial transactions
- Bank and credit card reconciliations
- Accounts payable and accounts receivable tracking
- Monthly financial statements
- Profit and loss statements and balance sheets
- Expense tracking and organization
- Sales and income tracking
- QuickBooks setup, cleanup, and ongoing support
- Financial record organization for tax preparation
- Catch-up and cleanup bookkeeping
- Ongoing monthly bookkeeping services
My goal is to help you maintain clear and accurate financial records, understand your business performance, and stay prepared for tax filing and financial decision-making.
Individual & Business Income Tax Services
I provide professional income tax services for individuals, self-employed professionals, and businesses. Our goal is to help clients meet their tax obligations, maximize eligible deductions, and stay organized throughout the year.
Individual Tax Services
- Federal and state income tax preparation
- Tax planning and projections
- Estimated tax calculations and payments
- Self-employment and freelance income reporting
- Rental property income and expenses
- Investment and other income reporting
- IRS and state tax notice assistance
- Amended tax returns
Business Tax Services
- Partnership tax returns
- LLC and Corporation tax returns
- S Corporation tax returns
- Sole proprietor and Schedule C tax preparation
- Business tax planning and projections
- Estimated tax calculations
- Review of business income and deductible expenses
- Tax compliance and filing support
I provide personalized tax services to help individuals and businesses stay compliant, organized, and prepared for their financial future.
Payroll & Worker's Compesation Audits
I provide payroll support and assistance with workers’ compensation audits to help businesses maintain accurate records and meet their reporting requirements.
My services include:
- Payroll setup and processing support
- Payroll tax reporting and compliance
- Employee and contractor payment record organization
- Payroll record review and reconciliation
- Quarterly and annual payroll tax filings
- W-2 and 1099 preparation assistance
- Workers’ compensation audit preparation
- Review and organization of payroll records for audits
- Classification of payroll and employees for audit reporting
- Assistance gathering required documentation
- Communication and support during the workers’ compensation audit process
My goal is to help keep your payroll records organized, accurate, and ready for tax filings, insurance reporting, and workers’ compensation audits.
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