SERVICES
Serving Davis, Northern California … and the world
No matter where you live, we will prepare your US tax return for you. Meet us in person, by phone or online. We offer a convenient online portal, DocuSign, and online payment.
Tax Preparation
☑
Review of prior year tax returns
☑
IRS correspondence & audits
☑
Preparing and e-filing of
Federal & State Income Tax Returns
Individuals: All Income including K-1, Stock Options, Rental Property
Small Business: Contractors, Service Professionals
Student & University Tax Issues: e.g., Grants, Tuition Credit
Same-Sex Marriage & Registered Domestic Partnership
ALL States
☑
International Income & Issues
Non-Resident Tax Returns (1040NR), J, F, H1B Visa Tax Issues
Resident Aliens & Expats: Tax Filing & Reporting Requirements
FBAR Reporting of Foreign Bank Accounts & Assets
Tax Planning & Coaching
☑
Divorce, Marriage, College Funding, First Home, Retirement
☑
Rental Property & Investments
☑
Charitable Giving (DAF – Donor Advised Funds), Gifting
☑
Career Change, Start of part-time & full-time Business
Tax season doesn’t end on April 15th
We educate you year round!