Our Process

Working one on one with you, we navigate the requirements of various taxing authorities, including filing requirements, due dates, and regulations. The complexity of tax laws can make it challenging to develop a plan that will minimize your tax liability; however, our team can create a comprehensive tax strategy that will allow you to work toward your personal and business financial goals.  

Tax Planning Services in Fresno, Ca

Tax Services

  • Tax Preparation

    • Multi-State Returns and Filing Requirements

  • Tax Planning

    • Estate and Gift Tax Planning

    •  Sales Tax Services

  • Tax Compliance

  • Tax Problems

    • IRS/FTB Examination and Resolution​ 

    • IRS Audit Representation

    • Back Taxes Owed

    • IRS Liens

    • IRS Wage Garnishment

    • Offer in Compromise

    • Bankruptcy

    • Get Your IRS File

    • Non-Filed Tax Returns

    • Payroll Tax Problems

    • IRS Levies

    • IRS Seizures

    • IRS Payment Plan

    • Innocent Spouse Relief

You may have heard the saying, "there’s no such thing as a free lunch." By taking advantage of your employer’s cafeteria plan (also known as a Section 125 plan), it's like getting free money by using these pre-tax plans to pay for things like dependent care expenses and out of pocket medical expenses.

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Cost Segregation Study

Free up your cash flow with a cost segregation study. This powerful tool reduces your tax burden in those early vital years of asset ownership by accelerating your depreciation. Proper asset classification enables a taxpayer to claim bonus depreciation on certain identifiable assets. 

One of our many priorities is to enhance our understanding of the current tax law, complex tax code, and new tax regulations by staying up to date with Continuing Professional Education (CPE) training and webinars to not only maintain our Certified Public Accountant credential, but to provide the most effective tax solutions to minimize your tax burden, and offer quality advisory recommendations. 

Accurate tax preparation can not only save you money, but our tax services can help you learn how to manage your finances for upcoming years effectively. 


Improving the quality of life of our clients, team, and community.