As soon as you start thinking about your business, an accountant can help you take the next steps. We can discuss your business's organization, what type of corporation or LLC to open, along with tax purposes and operations.
You can schedule an appointment by calling our office at 626-859-7456 or by sending an e-mail to firstname.lastname@example.org. We begin scheduling appointments for tax season on the first Monday of November each year.
We currently have three licensed tax preparers in our office. Bart can help you form a corporation as well as prepare your corporate tax return along with estate and trust returns and tax exempt organizations. Craig can help you with your personal income taxes including rental properties, sole proprietors/ self employed individuals, calculate your paycheck with holdings to better prepare for the future, and he is also our licensed real estate agent. Rochelle can help you with your personal income taxes, sales tax returns, bookkeeping, and payroll needs.
Absolutely! If you have a busy schedule and cannot come to our office for an in person appointment, you can use our "drop off" method. We have a form for you to fill out to update us on your information. You can download the form here, from our website, to fill out ahead of time and drop off/ mail/ e-mail/ fax with your paper work, or you can fill it out in our office while dropping off your paper work. Our turn around time to have your tax return completed, varies between one to two weeks depending on when we receive it. If you prefer and in person appointment, but are not able to get the appointment date you want, we can also help you file an extension and set an appointment date after tax season that works for you.