Services

Tax Preparation & CPA Services for Individuals & Small Businesses

Professional Tax Services for Santa Monica Clients

 

As a licensed CPA and JD, I provide accurate and compliant tax preparation, tax accounting, and year-round support for individuals, families, self-employed professionals, and small businesses in Santa Monica. My focus is on delivering clear, reliable, and legally precise tax solutions tailored to each client’s needs.

1. Individual Tax Preparation

 

I prepare accurate federal and California tax returns for:

  • W-2 employees
  • Freelancers, gig workers, and independent contractors
  • High-income professionals
  • Real estate investors
  • Retirees
  • Taxpayers with investment income, K-1s, or complex reporting needs
  • Individuals with multi-state filing requirements

 

Your tax return is prepared with precision, optimized for deductions, and reviewed for full compliance to reduce audit risk.

2. Small Business & Self-Employed Tax Preparation

 

I provide tax preparation for:

  • S-Corporations
  • LLCs
  • Partnerships
  • Sole proprietors (Schedule C)

 

Services include:

  • Annual business tax return preparation
  • Depreciation and fixed-asset schedules
  • Business deductions optimization
  • Payroll and reasonable-compensation review
  • Estimated tax planning

3. Tax Accounting & Advisory Services

 

Year-round support for individuals and businesses, including:

  • Tax planning
  • Quarterly estimated tax calculations
  • Tax efficiency for high-income earners
  • Guidance on major life or financial events
  • Coordination with business or investment advisors

4. IRS & California Tax Notice Assistance

 

If a client receives an IRS or FTB notice, I:

  • Review the letter
  • Explain the issue clearly
  • Identify what the IRS is requesting
  • Prepare the appropriate response
  • Correct underlying tax return issues if needed

 

Common notices include CP2000, balance-due notices, missing-document requests, or audit letters.

5. Business Accounting & Bookkeeping Support

 

I provide accounting solutions for small businesses, including:

  • Monthly, quarterly, or annual bookkeeping
  • Profit-and-loss review
  • Transaction categorization
  • Reconciliation and financial organization
  • Year-end preparation for tax filing

6. Business Management & Advisory

 

Business management services include:

  • Entity structure review (LLC vs. S-Corp)
  • Compensation guidance for S-Corp owners
  • Cash-flow planning
  • Financial organization practices
  • Tax planning for long-term growth

Proudly Serving Santa Monica Taxpayers

 

I provide tax preparation, CPA services, and year-round support to individuals and businesses in Santa Monica, delivering accurate filings, responsive communication, and straightforward guidance.