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Learn More About Our Services

Tax Preparation Services

Other Services

Financial Services

Tax Preparation Services

Audit Representation

Tax Matters can help you resolve your tax problems. Are you behind in filing tax returns? Is IRS garnishing your wages or levying your bank accounts? Call us to find out what your options are and put this nightmare behind you!

Business Tax Returns

Tax Planning and Tax Forecasting services are our core competencies. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. If you have just started your business, Tax Matters can help with the tax ramifications. What receipts do I keep? Should my business be a sole proprietorship, partnership, LLC, Sub S corporation, C corporation? How do I keep the books? What records do I keep? What is self-employment tax? What receipts should I keep? Should I lease or buy a car? Should I take the standard mileage rate or actual expenses? What is deductible? Tax Matters can help with the answers to these questions and more. P.S. In the Additional Pages of this website, check out the Organizer for Self-Employed - Page 1 & Page 2 and the one for Vehicles to give you an idea of the types of deductions that are available to you.

Individuals

Tax Matters offers free electronic filing of your Federal and state income tax returns and free Direct Deposit. As Enrolled Agents with IRS, we are authorized to provide tax audit representation or to help you answer those letters from IRS or the state. Let Tax Matters help you save every dime in taxes you are legally entitled to. In the Additional Pages section of this website, check out the Organizers for Noncash Charitable Contributions, Medical Expenses, Vehicles (if applicable), Rental Property, Educators, and the Homeowner's Tax Saver.

Tax Planning

Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning. By the time taxpayers come in to have their tax returns prepared, it's usually too late! Checking with a tax professional before taking action may save you tax dollars! Call us to find out.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Financial Services

Bookkeeping

Let Tax Matters take over the bookkeeping so you can spend your time growing your business. Our QuickBooks expert will provide quarterly or annual financials...and at tax time, you will have everything you need to prepare your company's tax return.

Send Us a Message

We would love to hear from you!

949-515-2862 Info@CaliforniaTaxMatters.com

Get clarity on your tax and bookkeeping situation