Services Offered :
Tax Preparation, Audit Preparation, Bookkeeping, Payroll Services, Sales Tax, and Consultation

Tax Preparation -- Individual Tax Returns

With an appointment...

Tax season is a very intense time for a tax professional. Many DON'T want to see the client... less effort, less time, more money! Doug PREFERS to see the client... more deductions, less taxes, more service! Greater deductions and less taxes happen when your accountant asks a lot of questions and actively gets to know you. It's only once a year... use a tax professional who enjoys and cares about his work and his clients enough to go the distance! Are you married? Doug encourages BOTH spouses to attend a tax appointment.

Without an appointment...

Okay. So maybe you're incredibly organized, don't have the time to come in, or just plain live too far away! Fill out your organizer and drop it off or mail it in. Doug will crunch the numbers, touch base on the phone and make sure nothing was missed before finalizing the return.

Specialized occupations

Are you a:
  • law enforcement officer?
  • firefighter or paramedic?
  • realtor or mortgage broker?
  • psychologist, MFT, LCSW?
  • entertainer?
  • teacher?
  • grip, gaffer, camera man?
  • doctor, dentist, nurse, physicians' asst, hygenist, dietician, pharmacist?

Other types of income tax returns

Doug also prepares tax returns for PARTNERSHIPS, CORPORATIONS (c-corps & s-corps), LLC'S, TRUSTS, ESTATES, HOMEOWNER'S ASSOCIATIONS and NON-PROFIT ORGANIZATIONS.

Audit Representation

Sometimes audits happen. Not often, fortunately, but sometimes. When they do, Doug is there to help, whether it be the IRS, Franchise tax Board (California), State Board of Equalization (sales tax), or Employment Development Dept. He either appears on your behalf or counsels you so that you can appear... your choice (honestly, nine times out of ten, he goes!). There are ways to minimize the chance of an audit. Doug employs these devises to keep your audit risk LOW!

Bookkeeping

Are you a small business? Either a sole proprietorship, partnership, C-corp, S-corp or LLC? Doug and his staff pay special attention to their small business clientele, maintaining their ledgers on QuickBooks. Available for every business need, Doug makes certain that payroll tax returns, workman comp reports and audits, sales tax returns, city tax returns, and business property returns get out in a timely manner with room to spare. In response to the client's needs, books are maintained on either a monthly or quarterly basis, and are issued with a meaningful balance sheet and income statement. What do we mean by meaningful? A tool you can use to plan for or strategize your taxes... a tool to help you manage your business... straightforward and easy to read.

Payroll Service

Doug and his staff prepare payroll checks and calculate related tax liabilities on a weekly or periodic basis for business entities. Laser printed, they display current and year-to-date information per employee. Payroll tax returns are generated on a quarterly basis along with year-end W-2's and 1099's.

Sales tax, etc.

We prepare sales tax returns and estimates, as well as workmen compensation reports, annual city tax returns, county property tax returns, and pension reports.

Consultation

Got a problem? Need advice, or just a soundingboard? Buying, selling, refinancing a home? Need to rework your withholdings or estimates? Thinking of starting a business? Need a referral of a good attorney, insurance agent, financial planner, broker, etc.? Need a tax projection? Doug is available to help in all of these areas and more!