Tax and Consulting Services

I provide a full range of professional accounting services including tax preparation, tax planning, bookkeeping, and estate and trust tax services tailored to individuals and small businesses. My focus is on delivering accurate returns, proactive strategies to reduce tax liability, and reliable financial reporting through cloud-based systems.

Whether you are a business owner, an executor of an estate, a real estate investor, or an individual seeking expert guidance, I offer personalized, virtual CPA services that combine convenience with more than 25 years of experience.

  • Personalized income tax preparation

  • Sole Proprietor, Partnership, S and C Corp tax return preparation

  • Estate tax returns (final 1040, 1041, 706 and gift returns)

  • Multi-state tax returns

Tax Preparation

  • Quarterly & year-end tax forecasting

  • Strategic tax timing (income deferral & deduction acceleration planning)

  • Choosing the right retirement accounts

  • Favored investment vehicles (real estate, energy, limited partnerships)

  • Social Security timing strategy

  • Avoiding IRMAA surprises in retirement

  • Strategic philanthropy for tax-savvy donors

Individual Tax Planning

  • Quarterly & year-end tax forecasting

  • Entity selection & tax impact advisory

  • Reasonable compensation review & strategy for S-Corps

  • Strategic tax timing (income deferral & deduction acceleration planning)

  • Retirement plan design & setup

  • Business vehicle optimization

  • Home office deduction analysis

Business Tax Planning

  • Maximize depreciation with cost segregation

  • Real estate professional and active status evaluation

  • Passive activity grouping elections

  • Installment sale planning

  • Section 1031 Exchanges, DSTs and real estate partnerships

  • Strategic tax timing (income deferral & deduction acceleration planning)

Real Estate Investor Tax Planning

  • Prior year filings

  • IRS and FTB responses to notices

  • Tax representation

Tax Resolution Services

IRS CP Notice Lookup

This lookup includes all current IRS CP notices from Document 6209, Section 9.

Search any IRS CP notice to see what it means and what to do next. I help taxpayers respond quickly to notices before larger problems occur.

Notice Description

Each row shows an IRS CP notice number and its meaning. A button appears below each entry to contact Steven J. Cashiola, CPA for assistance.

Source: IRS Document 6209, Section 9 (Notices and Notice Codes). For general reference only; review your actual notice for deadlines and response requirements.