Tax Planning and CPA Services for Complex Tax Situations
I help individuals, business owners, real estate investors, estates, and trusts address tax planning, tax preparation, IRS and FTB notices, and complex tax compliance matters with practical, year-round guidance.
Virtual CPA services for clients in California, Texas, and nationwide.
Tax Guidance for Clients With More Than a Basic Return
Many tax issues require more than preparing forms after the year is over. Business income, real estate activity, capital gains, retirement decisions, estate and trust matters, multi-state filing issues, IRS notices, and entity-related tax questions can all affect how a tax return should be prepared and how future decisions should be planned.
My work focuses on helping clients understand the tax consequences before decisions are made, prepare accurate returns, and respond effectively when tax issues arise.
Individuals and Families
Tax planning, retirement decisions, investment income, capital gains, multi-state filing, and IRS or FTB notices.
Business Owners
Entity structure, S corporation issues, reasonable compensation, owner distributions, business deductions, bookkeeping cleanup, and year-end planning.
Real Estate Investors
Rental real estate, short-term rentals, depreciation, cost segregation, passive activity rules, installment sales, 1031 exchanges, and basis issues.
Estates and Trusts
Fiduciary income tax returns, final individual returns, trust distributions, DNI, inherited property, basis issues, estate tax, and gift tax matters.
IRS and FTB Notices
Notice review, penalty analysis, proposed tax changes, transcript review, prior-year filings, and response planning.
IRS Notice Help
Received an IRS CP Notice?
Enter the CP number from your IRS notice to understand the general issue and common response concerns. I help taxpayers review IRS notices, determine whether the notice appears correct, and respond before deadlines, penalties, refund holds, or collection problems become more serious.
Look Up Your IRS CP NoticeEconomic Dashboard
Track key IRS rates, federal benchmarks, and economic indicators that may affect tax planning, retirement decisions, business planning, and investment related tax issues.