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Minimize Tax Liability With An Expert Approach
Whether it is filing timely taxes, fulfilling compliance requirements, working with you to manage present and future tax obligations, or navigating complex matters that require specialized expertise, we provide year-round, flexible and comprehensive tax services designed to help you accomplish your tax saving goals.
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Tax Return Preparation (Compliance)

Through our tax return preparation services, we simultaneously integrate business and personal tax strategies to minimize overall tax liabilities. We diligently adhere to compliance guidelines and coordinate with you to submit tax returns on a timely basis. Finally, we take the time to help you understand your completed returns. Our goal throughout this process is to not only provide superior expertise but to also cause tax preparation to be easier for you through our attentive, personalized service.

Our tax return preparation/compliance services include:

  • Federal tax
  • Multi-state tax with nexus considerations
  • Individual tax
  • Estate tax
  • Corporation tax planning and preparations
  • LLC/Partnership tax
  • Trusts tax
  • Sales and use tax
  • Property tax
  • Amended tax returns
  • Net operating loss carrybacks and carryforwards
  • Application of tax credits such as research and development

Tax planning

Whether your tax situation is complex or simple, our professionals have the capabilities to develop strategic tax planning solutions. We are committed to understanding each client’s specific circumstances and goals so that we can analyze options to minimize your tax exposure.

Our tax planning can be multi-faceted, involving several entities and personal interests, or focused on a specific entity. These services include:

  • Short and long-term business and individual tax planning
  • California and multi-state tax planning
  • Planning and structuring for complex business or personal transactions
  • Mergers and acquisitions tax planning
  • Tax-free real estate exchanges
  • Family tax planning and business succession planning
  • Estate tax planning
  • Charitable remainder trusts
  • Consulting on payroll, sales and excise taxes

Tax Controversy

Smith Dickson’s CPAs will help you to understand and respond to audits or other problems from federal, state, and sales tax authorities. Our experience with IRS and State proceedings allows us to offer effective guidance for your disputes. We work with clients throughout all phases of the tax controversy process from the beginning of the audit, to the preparation of protests and negotiation with IRS or State appeals.

Our services include representation on various issues:

  • Delinquent tax deposits
  • 100% penalty assessment
  • Penalties and interest
  • Failure to file
  • Unreported income
  • Expense deductions
  • Garnishments/liens/levies
  • Installment plans
  • Tax return preparation for late returns and non-filers

experts in tax planning solutions

We are here to serve as your expert advisors for all of your tax compliance,
tax preparation, and tax controversy needs.
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