Tax Services

  • Individual Tax Returns (Federal and State)
  • Multi-State Tax Returns
  • Electronic Filing
  • Amended Tax Returns
  • Foreign Bank Accounts Filing Requirements (FBAR)
  • Business (Sole Proprietorships, Partnerships)
  • Trusts
  • Estates
  • Non-profits

Tax Planning and Consulting Services

  • Retirement
  • Change in filing status (marriage, divorce, death, children)
  • Other situations (sale of residence or capital assets, education, job change, etc.)

Representation before the IRS and FTB

  • Tax agency correspondence
  • Correspondence audits
  • I do not currently support in-person tax agency return audits.

Notary Services
I offer Notary services in the local area of Arroyo Grande and vicinity.

  • Notarial acts require personal attendance.
  • Standard fees apply per signature notarized.
  • Additional costs apply for ancillary services (travel, copies).

Feel free to contact this office about situations not specifically identified above.

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