Tax Preparation Services for Individuals & Businesses
CPA-prepared federal, state, and multi-state tax returns for individuals, businesses, corporations, partnerships, nonprofits.
Who We Prepare Returns For
A CPA prepares and reviews every return, from a single Form 1040 to a group of related entities. We file for clients throughout Glendale, Burbank, Pasadena, Los Angeles, plus taxpayers in every other state.
- Individuals, including the high net worth families whose returns carry investment, trust, or gift tax filings
- Partnerships and LLCs (Form 1065)
- S corporations (Form 1120-S)
- C corporations (Form 1120)
- Nonprofit organizations
- Multi-state filers: part-year residents, remote workers, businesses with staff or customers in other states
Our Tax Preparation Services Include:
- Individual income tax return preparation
- Partnership & LLC income tax return preparation
- Corporate income tax return preparation
- State and local tax filings & analysis
- Sales tax return preparation
- Payroll tax
- Property tax filings
- Tax planning to minimize future tax liability
- Evaluation of entity structure
This year's return is the starting point for next year's tax planning. When the numbers show the entity no longer fits, business formation handles the change.
What to Expect
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Gather the documents
Start with the organizer for your entity type. Send it back with your income records, expense summaries, prior-year returns, plus any IRS or FTB letters.
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CPA review
Your CPA reads the file for the items that change the result: entity structure, carryovers, basis, credits, multi-state exposure.
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Prepare and file
Federal and state returns are prepared together, reviewed with you, then filed. Extensions are handled the same way when more time is needed.
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Plan the year ahead
When the return points to a planning move, such as an entity election or a change in estimated payments, it goes on the calendar before the next year-end.
Refund tracking and current forms are on our tax resources page.
What a California Return Involves
Your federal Form 1040 goes to the IRS. California residents also file Form 540 (or the shorter Form 540 2EZ) with the Franchise Tax Board, and the state taxes all of your income regardless of where it was earned. The two returns start from the same numbers, then part ways on Schedule CA (540), where the differences between federal and California law are adjusted line by line.
The differences matter. For 2025 the California standard deduction is $5,706 for single filers, $11,412 for joint filers, well under the federal figure, so some taxpayers itemize on the state return while taking the standard deduction federally. California does not tax Social Security benefits. It does not recognize the health savings account deduction, so HSA contributions get added back. It allows mortgage interest on home purchases up to $1,000,000, where the federal limit is $750,000. Long-term capital gains are taxed as ordinary income in California, with no reduced rate. Each item is an adjustment on Schedule CA, and each one is easy to miss when software copies the federal return across.
Deadlines line up with the federal calendar. California returns are due April 15. The FTB grants an automatic six-month extension to file, to October 15, with no form to request it, but an extension to file is not an extension to pay. Tax owed is still due April 15, or penalties start to run along with interest.