Tax Planning and CPA Services

I provide tax planning, tax preparation, and advisory services for individuals, business owners, real estate investors, estates, and trusts with more complex tax needs. My work focuses on accurate tax compliance, proactive planning, and practical strategies designed to help clients make informed decisions before tax issues become costly.

Whether you are a business owner evaluating entity structure, a real estate investor planning a sale or exchange, an executor or trustee handling fiduciary tax matters, or an individual seeking year-round tax guidance, I provide virtual CPA services built on more than 25 years of tax, accounting, and financial experience.

  • Tax projections and year-end planning

  • Retirement and Roth conversion planning

  • Capital gain and investment tax planning

  • Social Security and Medicare IRMAA planning

  • Charitable giving and donor-advised fund planning

  • Multi-state tax planning

Tax Planning for Individuals

  • Entity selection and tax structure

  • S corporation reasonable compensation

  • Owner distributions, loans, and basis planning

  • Retirement plan planning for business owners

  • Business vehicle and home office deductions

  • Quarterly and year-end tax projections

  • Business expense substantiation and documentation

Business Owner Tax Planning

Estate, Trust, and Inheritance Tax Services

Tax Preparation and Compliance

  • Rental real estate tax planning

  • Depreciation and cost segregation planning

  • Real estate professional status analysis

  • Short-term rental tax planning

  • Passive activity loss and grouping election review

  • Installment sale planning

  • Depreciation recapture analysis

  • Section 1031 exchanges, DSTs, and real estate partnerships

Real Estate Investor Tax Planning

  • Fiduciary income tax returns

  • Final individual income tax returns

  • Estate tax returns

  • Gift tax returns

  • Trust distribution tax planning

  • DNI and beneficiary tax reporting

  • Inherited property and basis issues

  • Coordination with executors, trustees, beneficiaries, and attorneys

  • Individual income tax returns

  • Sole proprietor tax returns

  • Partnership tax returns

  • S corporation tax returns

  • C corporation tax returns

  • Estate and trust income tax returns

  • Gift tax returns

  • Multi-state tax returns

  • Prior-year tax returns

  • IRS notice responses

  • California FTB notice responses

  • Prior-year filing issues

  • Tax account and transcript review

  • Penalty notice analysis

  • Amended return review

  • Tax representation

IRS and FTB Tax Resolution

IRS Notice Help

Received an IRS CP Notice?

Search your IRS CP notice number to understand the general issue, common response concerns, and why the IRS may have contacted you.

I help taxpayers review IRS notices, determine whether the notice appears correct, and respond before deadlines, penalties, refund holds, or collection problems become more serious.

Enter the CP number from your IRS notice. The lookup will show one notice result at a time.

Notice General IRS Issue

Each row shows one IRS CP notice number, general IRS issue, source description, and a contact button.

Need help responding to an IRS notice?

IRS notices often involve deadlines, proposed tax changes, penalties, balances due, refund holds, missing information, identity verification, return delinquency, or collection warnings. The notice should be reviewed before payment, amendment, or response.

Schedule a Notice Review

Source: IRS Document 6209, Section 9, Notices and Notice Codes. This lookup is for general reference only. It is designed to help identify the general issue associated with IRS CP notice numbers and selected notice-code families listed in Section 9. It does not replace review of the actual IRS notice, tax return, account transcript, payment history, deadlines, proposed changes, or response requirements.