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| tax and bookkeeping services
Tax planning and preparation is the foundation for a solid financial plan. We offer a unique in-house tax department that specializes in preparing individual, estate, trust and corporate returns. Our CPAs, Enrolled Agents (EAs) and licensed tax preparers are experienced in all levels of planning and preparation for your tax needs from personal or business returns to complex trust and estate planning strategies. |
| Individual Tax Preparation
From simple to complex tax returns, we’ve got you covered. Our team has seen it all and are well prepared to serve your needs. Tax preparation consists of working with our CPA, EA and certified tax professional to report what has already occurred for the previous year. |
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Business Tax Preparation Whether you are an S-Corp, LLC, Partnership or Sole Proprietor, our goal is to help develop tax strategies which keep you out of trouble and prepare an accurate return. |
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Estate, Gift & Fiduciary Tax Planning Although estate planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure. Our specialists work with you maximize estate value and develop a wealth plan tailored to your unique circumstances. |
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Tax Consulting & Planning Meet with our tax team and our Certified Financial Planners™ to strategize a plan to minimize your tax liability and maximizing your after-tax income. |
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Monthly Bookkeeping and Payroll Reporting and Compliance As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits! |
your success is our only mission
Investment advisory services through The Financial Team, Inc. a California Registered Investment Adviser. Securities offered through Great Point Capital, LLC Member FINRA/SIPC. The Financial Team, Inc. and Great Point Capital, LLC are unaffiliated entities.
