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Tax Planning and Preparation

It is our job to see that you pay no more tax than the law requires

Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. Even the use of computer software is no substitute for the assistance of a seasoned tax preparer.

We are here to put your tax matters in plain English for you. We are able to assist you with any tax planning and preparation:

  • Estate and Gift Tax
  • Property Tax
  • Sales Tax
  • Income Tax

We monitor the changes in the tax law. We will prepare all your tax returns and serve as your advocate in all tax matters.

If you are contacted by any government agency concerning your tax matters, your first call should be to us. We will take care of it so that you can get on with your life.

Please call: (209) 667-2406 or e-mail: for an initial consultation. We will discuss your financial and tax situation and determine how we can best assist you.

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