Overview - Tax Planning and Preparation
I received my bachelor’s degree from UC Berkeley and my master’s degree in taxation from Golden Gate University. I have ten years of accounting and tax experience with extensive client representation experience with the Internal Revenue Service and Franchise Tax Board. I utilize cloud-based technology, professional tax software, and secure and easy-to-use document sharing platforms with provide my clients a stress-free experience wherever they may be located.
I will evaluate your current year tax situation, income, and withholding to prepare a tax projection. I will create a tax plan with actionable strategies and recommendations. I believe that tax planning is an excellent way to ensure that there will be no surprises when it comes to filing season.
I will prepare accurate and high-quality returns without errors and missed opportunities. It is just too easy to overlook the deductions and credits to which you are entitled. There is no substitute for an experienced CPA's assistance. I will utilize my professional tax software to identify potential tax savings and problems the IRS may look at more closely.
I’ve received overwhelmingly positive reviews from many clients about the value I provide through my tax preparation services. You can read their testimonials here.
I understand that every client has a different tax situation. As your CPA, my goal is to offer you my best tax recommendations, prepare your taxes accurately, and achieve the lowest tax liability possible.