Tax Preparation & Compliance

10,000–15,000+ Returns Per Year Across 50 States

High-volume, audit-ready tax preparation for individuals, businesses, and trusts/estates. Every return is prepared using authoritative IRS Code, Treasury Regulations, state guidance, and double-reconciliation controls.

Scope

  • 10,000–15,000+ federal and state returns annually
  • Coverage in all 50 states and multi-state filings
  • Return types: 1040, 1120, 1120-S, 1065, 1041, 990

Controls & Review

  • Double-reconciliation and basis tracking systems
  • Audit-ready documentation and substantiation
  • ASC 740 considerations for entity clients

Individual & Business Focus

  • High-income W-2, K-1, multi-entity, and real estate profiles
  • S-Corp reasonable comp, QBI optimization, depreciation/§179/bonus
  • Multi-state domicile, nexus, apportionment, and franchise taxes

Trusts & Estates (Subchapter J)

  • Revocable/irrevocable, ILITs, SLATs, dynasty and charitable trusts
  • DNI calculations, distribution planning, character preservation
  • Grantor trust rules (IRC §§671–679) and beneficiary allocations

Authoritative Framework

  • IRC §§162, 199A, 469, 1411; Treasury Reg. 1.263(a)-3; AMT §§55–59
  • State-specific guidance and multi-state compliance
  • ASC/GAAP alignment for financial reporting impacts

Readiness

  • Document checklists and onboarding workflow available
  • Client portal for secure uploads, filings, billing, and status
  • Year-round planning and quarterly strategy sessions

Ready to Reduce Your Tax Liability?

Schedule a consultation to discover how our strategic tax mitigation framework can legally reduce your tax exposure and protect your wealth.

18881 Von Karman Ave Ste 220E, Irvine, CA 92612

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