1839 Iron Point Rd., Ste 100 Folsom, CA 95630

Mon - Fri: 8:30 - 5:00 APPOINTMENT ONLY


Personal Taxes

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. The Tax Cuts and Jobs Act was actually designed to make tax preparation easier, but instead created confusions with the new presentation and laws. It is too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

We use a premiere tax software to prepare your return, but our team is extremely knowledgeable in tax law and does not rely on a software program to make sure your return is done right.

We help you:

  • Maximize your tax position so you keep more of what you make.
  • Reduce taxes on your estate so your family keeps more of what you’ve made.
  • Understand taxes on your gifts so you can give more with assurance.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your retirement distributions so you can retire in style.

We look for ways to improve your current year tax situation, but more importantly we help you plan for the future. We take an educational approach to taxes and teach some of the most complex concepts to our clients in everyday language. If you don’t understand it, ask questions! Your tax return can be filed electronically so you will get a refund back quicker. Our staff will show you how to adjust your payroll withholding so that you don’t owe too much at the end of the year or get a large refund (give an interest-free loan to the government for up to 16 months).

Business Tax Preparation and Planning

Small business is the backbone of America’s economy. The passion that entrepreneurs bring to the world is contagious and needed!

Statistics show that three of the most prevalent reasons businesses fail are growing too fast, too much debt, and taxes!

Don’t let the lack of planning be a hindrance to your business success! We specialize in strategizing effectively and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. If we don’t immediately know the answer to a question, we spend time researching and return with an answer you can depend on.

We recommend Tax Saving Strategies that help you… Grow and preserve assets by keeping the IRS and your State tax agency unnecessarily out of your pockets.

Understand different concepts and approaches to maximize your position long-term. We do that by maximizing retirement plans within and outside of your business to either defer taxes or create long-term tax savings.

Remember, we work for you, not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.