Tax planning and preparation - We provide tax planning and return preparation services to individuals, self employed persons, and businesses. Our goal is twofold: 1) Identify all possible tax savings ideas that fit your circumstances; 2) Prepare your returns accurately and quickly. We can prepare Federal and State returns for all states. Electronic filing is available through our office. We also provide tax return preparation services for C Corps, S Corps, Partnerships, and Limited Liability Companies as well as trust, estate and gift tax returns.
Closely Held Corporations –We provide tax strategies for family owned and privately held businesses. Topics include avoiding double taxation; developing strategies to take cash out of a corporation without incurring income taxes; optimizing fringe benefits such as medical coverage, long term care, disability and life insurance; optimizing deductions for business use of automobiles; developing retirement plans which optimize tax deductions and minimize the cost of covering employees. We also provide consultation regarding estate planning, business succession, and sale of your business.
Employee Stock Option Consultation - Employee stock options have become a common component of compensation. We provide consultation to assist you in maximizing the after tax gain from your options. Deciding when to exercise your options and when to sell your shares involve many considerations. We use tax planning software to calculate the results of various scenarios and can assist you in selecting the best strategy for your situation. Please see the "Tax and Financial Strategies For Employee Stock Options" section of this web site.
Business Start Up - We provide tax savings ideas for new businesses. We also provide consultation regarding the tax and financial ramifications of selecting a legal structure for your business. Alternatives include: Sole Proprietorship, C Corporation, S Corporation, Limited Liability Company (LLC), Partnership, and LLP. We can assist you in selecting an appropriate method of accounting for your business which must be elected on your first tax return.
90 New Montgomery Street, Suite 1001
San Francisco, CA 94105