Why California Tax Planner?
The way we run our practice is rooted in tax planning. Our philosophy is to find ways to legally reduce tax liabilities and keep more of what our clients earn in their own pockets. Each new client, corporate and personal, is given a tax analysis in which we review prior tax returns as well as current financials in order to identity missed opportunities and prior mistakes which resulted in unnecessary tax expenditures. From there, we implement a personalized plan to save the client thousands.
Our clients include, but are not limited to Entertainment Industry, Manufacturing and Professional Service Businesses, Doctors, Dentists, Adult Day Care and Home Care Centers.
Subscribe Now
10 Most Expensive Tax Mistakes
Services for Businesses
Business Income Tax Preparation
Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor, a properly prepared and thoroughly checked tax return will be filed to minimize the tax owed. We know what to look for and we can pass this knowledge to you.
Small Business Accounting
We take care of your books for you, so you can get back to the job of running your business. As a small business owner, you have more important things to do than to keep your own books.
Financial Statements
- Understanding financial statements is essential to the success of a small business. They can be used as a roadmap to steer you in the right direction and help you avoid costly breakdowns. Financial statements have a value that goes far beyond preparing tax returns or applying for loans.
- Each month or quarter we’ll do the following things for you…
- Quickbooks or other accounting software data entry
- Reconcile your bank account
- Generate an income statement
- Generate a balance sheet
- Clean up your general ledger and maintain it
- You will receive complete Financial Statements
- Provide regular consultations
Other Business Taxes
- Payroll Taxes
- Sales Taxes
- City business licenses
- Unsecured property tax (Form 571-L)
Succession Planning
- “What happens to the business when you’re no longer running it?”
- “Will you have enough money to retire?”