Family CFO in Los Angeles California

Taxes are Complex

A FAMILY CFO CAN MAKE LIFE SIMPLE

CFO process | Planning

1. Consult

CFO process | Organize

2. Plan

CFO process | Systemize

3. Simplify

SERVICES

IRS Tax Debt Resolution

  • IRS Notice/Letter Response

  • Setting Up Installment Agreements

  • Navigating Offers-in-Compromise

  • Initiating Currently Not Collectible Status

  • Discharging Debt in Bankruptcy

  • Resolving Bank Levies, Wage Garnishment, Audits, Liens

  • Innocent Spouse Relief, Separation of Liability, Equitable Relief

Tax Preparation & Planning

  • Individual Tax Return

  • Business Tax Return

  • Partnership Tax Return

  • Corporate Tax Preparation

  • Professional Tax Coaching

  • Estate and Succession Planning

  • Out-of-State Returns

  • Late Filing

Accounting

  • Payroll

  • Accounts Payable/Receivable

  • General Ledger Accounting

  • Bank Reconciliations

  • Financial Statement Preparation

  • Financial Analysis

  • Budget Management & Advice

CLIENTS

Restaurant Accountant and Tax Professional

Restaurants

Real Estate Accountant and Tax Professional

 Real Estate

Contractors Accountant and Tax Professional

Contractors

Manufacturers Accountant and Tax Professional

Manufacturers

Self-Employed Accountant and Tax Professional

Self-Employed