INDIVIDUAL
TAXATION
Tax planning will
save you money! All planning involves looking ahead to reach a specific goal.
Tax planning is no different. Planning and executing a strategy to meet your
financial objectives is our goal at DJK.
And, we aim to save you more money in taxes than our fees if our strategies
are implemented. The following are a sample of services we provide to do just
that – save you money.
- Year-Round Tax Planning & Consulting
- Federal,
Multi-State, & Local Tax Return Prep
- Monitor & Communicate Pending
Tax Legislation
- Problem Resolution & Tax Authority Representation
Comprehensive Year-Round Tax Planning
and Consulting
To save you money, timing is very important when it comes to tax planning.
Fortunately, many tax strategies are available year-round for implementation
that will save you money on April 15th. Our approach is all-encompassing where we look at your financial objectives at the beginning
of the year, monitor changes in your financial status, and apply strategies
throughout the year to save you money in taxes.
Preparation of Federal, Multi-State, and Local Tax Returns
Not only is planning vitally important to save you money in taxes, but so is
compliance. Noncompliance with the IRS or state and local governments can
cause you to spend money unnecessarily on penalties and interest when filing
your tax returns. We have in-depth knowledge and
experience with the filing requirements of Federal, multi-state and local
tax returns.
Monitor and Communicate Pending Tax Legislation
With the ever-changing tax laws, we feel it especially important that pending
tax law changes be monitored. When tax laws change, they don’t change
at January 1st or December 31st; that would make things too easy. Tax laws
can expire or take effect at any point during the year. Therefore, in conjunction
with our year-round tax planning, to save you money and avoid an unexpected
tax bill on April 15th, we monitor these changes and apply them to you as
needed to ensure you are in full compliance with the tax code.
Problem Resolution and Tax Authority Representation
Many individuals and businesses in the Orange County and Los Angeles County
area have come to us for help in dealing with the IRS, state, and other local
taxing authorities. We involve ourselves in problem resolution and representation,
including Collection and Appeals representation, to assist you in minimizing
the stress, runaround, and costliness of noncompliance. Don’t be afraid
of these taxing authorities; we can help save you money.
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