We offer year-round, top-notch professional and comprehensive tax services to all people filing from the smallest to most difficult returns. So whether your income is from Wages, Portfolios, Rental Properties, Self-Employment or a Small Business with a few employees, we hope you will let us help you minimize your taxes.

We want each of our clients to pay only the absolute minimum tax required for their unique situation. Did you know that in our tax system just one more taxable dollar can add $14.00 more to your tax bill? Shouldn't that $14.00 end up in your pocket?

And we want all of our clients to experience that personalized and prompt service that seems to be getting so scarce these days. We know that today's businesses exist only because of client loyalty. So we will never stop trying to improve our services and products. We are proud to say that our clients include a wide variety of Professional Executives, Investors, Day-Traders, Graphic Artists, Real Estate Professionals and Child-Care Providers.

We believe that e-filing is good for the Taxpayer and the Tax Preparer (not to mention the environment) because it saves time, money, effort and precious resources. So we e-file just about everybody — even our high-volume Day-Traders. Tax Professionals: See the Details and Import Instructions.

Our comprehensive tax services include:

• Tax Preparation and Planning
• Amended Returns and Back Taxes
• IRS and FTB Letter Responses
• IRS and FTB Audits and Tax Representation
• Installment Agreements and Offers In Compromise
• Password Protected Tax Return e-Copies (on CD or e-Mailed)
• Password Protected Scanned Client Record Files (on CD or e-Mailed with Tax Return e-Copy)

Common Taxpayer Questions:

• How can I pay the least tax?
• If I Sell My Home can I exclude the gain?
• If I Sell A Real Estate Rental how much tax will I pay?
• What is the best way to Organize My Receipts?
• What strategies can I use to lower my Tax On ISOs?
• Can I claim the Home Office Deduction?
• Are my Moving Expenses deductible?
• Is my Mileage deductible?
• Is my College Scholarship taxable or non-taxable?
• We just bought our first home — should we change our Payroll Withholding Allowances?
• What is Alternative Minimum Tax and how does it work?
• How long should I Keep My Records?
• What triggers an Audit? And then what happens?
• Should we use the Married Filing Separately status?
• Can you help my spouse get an ITIN?
• Are there any FREE Tax Services?
• Why hire a tax professional when I Can Do My Own Taxes?
• Is my tax preparer a Tax Professional?

We can find the right answers to your questions too, AND make sure you pay only the absolute minimum tax required. We are experienced and go that extra mile to ease your tax-filing stress.

Important Tax News:

• July 1, 2008: The Business Mileage rate increases to 58.5¢ per mile. The Medical and Moving rate increases to 27¢ per mile. See IRS Announcement 2008-63
• Do you need to report your foreign bank account to the US Treasury by June 30th?
• How Professional is your Tax Preparer?
• The Most Popular Tax Scams.

Tax Planning and Reduction Techniques Most Taxpayers Can Use:

• Tax Planning and Reduction Basics.
• Ways to Minimize or Postpone This Year's Income.
• Bunching — for those with fewer Itemized Deductions.
• Ways to Increase or Accelerate This Year's Income. (Why would I do this?)

Small Business and Self-Employed (SBSE) Information Center:

• FREE IRS Workshops and Phone Forums.
• FREE IRS Streaming Video Online Classrooms.
• FREE Small Business Administration Online Courses.
• FREE California EDD Payroll Seminars.
• FREE California BOE Seminars.
• Starting A Small Business Checklist and FAQ.
• How to write a Business Plan and obtain Business Financing.
• Starting, Operating and Closing a Small Business.
• Types of Business Entities: Sole Proprietorships, Partnerships, Corporations, S Corporations and Limited Liability Companies.
• Business Entity Comparisons.
• Small Business Taxes include Income Tax, Self-Employment Tax, Employee Payroll Taxes and Excise Tax.
• Employer Identification Numbers and the SS-4 Online Application Form.
• An IRS Withholding Tax Calculator — helps calculate your employees' Federal Income Tax Withholding.
• Small Business Retirement Plans and Side-by-Side Comparisons.
• Starting, Operating and Terminating Small Business Retirement Plans.
• Article: Building a Better Pension Plan. Good Info Here!

As a volunteer IRS instructor for many years, I teach Sole Proprietor, Employee Payroll Tax, Child Care Provider and Choice of Business Entity workshops mostly in San Jose, CA. These class materials provide excellent, additional information.

Regarding Child Care: Parents and Child Care Providers will find excellent information at ChildCareNet.com.

Additional Research and Information Websites:

• Internal Revenue Service — Keyword, Category and FAQ. (Free Classes)
• Small Business Administration — Services and FAQ. (Free Classes)
• California Franchise Tax Board — Tax Glossary and FAQ.
• California Employment Development Department. (Free Classes)
• File a Claim for Unemployment Insurance, Disability Insurance.
• California Board of Equalization, Sales/Use Tax, Get/Verify a Permit. (Free Classes)
• Social Security Administration.
  • Apply for a Social Security Card.
  • Calculate Your Benefits.
  • Employers — learn how to e-Verify Employee SSNs.
  • Medicare and Prescription Financial Help.
• Treasuries Website, Treasury Bonds, Bills, Notes and TIPS.
• Compare Taxable and Tax-Free interest rates.
• Currency Converter and Historical Currency Rates.

Disclaimer About This Website:

This website contains general and conceptual, plain language explanations and examples about our tax system and the Internal Revenue Code (IRC). As you read these pages please remember that each taxpayer situation is unique and that the IRC contains qualifications, conditions and exceptions that also must relate in order for the rules to apply (or not apply). Due to these complexities the explanations presented here are not offered as or intended to be detailed or complete.