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.
Proactive tax planning can be most useful before a transaction, distribution, business decision, or year end deadline fixes the tax result. Tax projections can help evaluate retirement decisions, capital gains, business structure, estimated payments, prior year tax attributes, and other planning opportunities while choices are still available.
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 Planning for Individuals
- 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
- Multistate tax planning
Business Owner Tax Planning
- 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
Real Estate Investor Tax Planning
- 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
For detailed guidance on these issues, including planning resources, calculators, and in depth tax guides, visit my CPA Tax Planning for Real Estate Investors page
Real Estate Tax Planning for InvestorsEstate, Trust, and Inheritance Tax Services
- 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
For detailed information about fiduciary income tax returns, trust distributions, inherited property basis, Section 645 elections, estate tax matters, and California fiduciary taxation, visit my Estate, Trust and Inheritance Tax Services page.
Estate, Trust and Inheritance Tax ServicesTax Preparation and Compliance
- 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
- Multistate tax returns
- Prior year tax returns
IRS Notice Review and Response
- IRS notice responses
- California FTB notice responses
- Prior year filing issues
- Tax account and transcript review
- Penalty notice analysis
- Amended return review
- Tax representation
For a detailed explanation of how I review IRS notices, tax returns, transcripts, supporting records, penalties, proposed adjustments, and response options, see my IRS Notice Review and Response Services.
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 |
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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 ReviewSource: 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.