Accurate Returns.
Total Peace of Mind.
Our approach goes beyond simply filling boxes on a tax form. We take the time to understand your complete financial and tax position, ensuring every deduction is backed by statutory standards and clearly documented.
Key Compliance Highlights:
- 100% CPA-reviewed returns before filing
- Secure electronic document exchange and digital signatures
- Multi-state filing expertise and California FTB compliance
Individual & Family Tax Preparation
Federal Form 1040 and all state returns for professionals, executives, and families. Includes investment income reporting, capital gains calculations, rental property schedules, and review of available itemized deductions.
Business Tax Returns (LLC, S corporation, Partnership)
Preparation of Form 1120-S (S corporations), Form 1065 (partnerships/LLCs), and Form 1120 (C corporations). Accurate pass-through Schedule K-1 allocations and state-level business tax reporting.
IRS & State Tax Notice Assistance
Received a letter or proposed adjustment from the IRS or California Franchise Tax Board (FTB)? We provide direct CPA review, correspondence drafting, documentation assembly, and professional representation.
Have a Tax Filing or Compliance Question?
Schedule a conversation with Daniel Lacarra, CPA. We will review your previous returns and discuss your current compliance needs.