Services
Business and individual work, handled personally by Kit and her team.
Business
- Business FormationChoosing the entity (LLC or corporation) and whether it should elect S-corp status, and filing the paperwork that follows from that choice.What this covers
- Permits and LicensesCity, county and state registrations — the ones a new business is expected to have and usually does not know about.What this covers
- BookkeepingMonthly books kept clean enough that the tax return is a summary rather than an investigation.What this covers
- PayrollPayroll runs, quarterly filings and year-end forms, with the deposits made on time.What this covers
- Business Tax ReturnFederal and California returns for LLCs, partnerships and corporations.What this covers
- Sales TaxCDTFA registration and the returns that follow, including the districts most filers miss.What this covers
- City & Property TaxLocal business tax filings with your city, and property tax reporting for the business with the county assessor.What this covers
- Nonprofit & HOASetting up a California nonprofit, applying for tax exemption, and the yearly filings that keep it in good standing, including homeowners associations.What this covers
- Sales Tax in Other StatesFor online sellers who ship outside California: working out which states you owe sales tax in, registering there, and filing the returns.What this covers
Individual
- Individual Tax ReturnIndividual federal and state returns — including self-employment or a side business, foreign income, foreign accounts or a part-year residency.What this covers
- Estate & Trust TaxEstate and trust returns (Form 1041), estate tax (Form 706), gift tax (Form 709) and inheritances from abroad.What this covers
International
More services
- Tax ConsultationAdvice on a tax question about your own situation. A paid service: we tell you the fee when you book.What this covers
- Tax Problems & AuditsNotices, payment plans, EDD appeals, and representation in IRS, Franchise Tax Board, EDD and sales tax audits.What this covers
- Other ServicesAmended returns, lender letters, financial analysis, and the smaller pieces that fit no category.What this covers
Let’s start with a conversation
Meet with Kit and her team.
Tell us what’s on your mind, and we’ll help you find a starting point. The first meeting to start a service is free; a tax consultation is a paid service. We meet in our office or by Zoom, Teams, Google Meet, WeChat or WhatsApp.
WeChat 微信In mainland China? Book with us on WeChat.English · 国语 · 粤语 · Alhambra, California