Tax Planning and preparation services.
We are experts in TAX STRATEGY
We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Our tax planning service provides you with a dedicated partner that will work with you year-round and proactively recommend tax-saving strategies to maximize after-tax income. We provide personal, one-on-one service and guidance, and will develop an individualized plan that is tailored to your unique situation.
We are diligent about mastering the current tax law, complex tax code, and new tax regulations for both individuals and businesses. We remain up-to-date on the changing tax laws that affect you, and are committed examining all the tax-saving opportunities available to you—while remaining in full compliance with IRS statutes.
To make the tax process as convenient and pain-free as possible, we offer our clients 24/7 access to all of their tax information via a secure portal on our web site. Login any time to review the documents electronically and track the progress of your e-filed return
What Our Clients Say
Our Services
TAX PREPARATION
We prepare over 500 tax returns each year and have experts on individual and corporate tax codes. Our goal is to minimize your tax liability.
SALES TAX
Preparing a sales tax return can be tricky and misleading for business owners who often do not understand the procedure of the declaration
PAYROLL
We provide payroll services for clients on a weekly, biweekly, and monthly basis. Our experts can advise on California State laws and ensure your business is prepared to run smoothl
BOOKKEEPING
Our bookkeeping services include consolidated financials, account reconciliation, and financial and tax strategy.
NOTARY PUBLIC
Issue acknowledgements in the cases of powers of attorney, & other such instruments signed by any individual who can establish his/her identity.
MONEY TRANSFER
RIA is a Company Powered by more than 25 years of experience. Simple. Reliable. Money transfer. Send money with low fees and great exchange rates!
ITIN Assistance
WHAT IS AN ITIN?
An Individual Taxpayer Identification Number (ITIN) is a United States tax processing number issued by the Internal Revenue Service for those who need to file a federal tax return but aren't eligible for a Social Security number.
ITIN RENEWALS
Under the PATH Act, taxpayers who have not used an ITIN on a tax return in the last 3 years or those with the middle digits of 78 and 79 must renew their ITIN before filing a 2016 tax return. The renewal period begins October 1, 2016.
WHAT DOES AN ITIN NOT DO?
An ITIN does not authorize work in the U.S. or provide eligibility for Social Security benefits or the Earned Income Tax Credit.
WHO NEEDS AN ITIN?
The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA). ITINs are issued regardless of immigration status because both resident and nonresident aliens may have a U.S. filing or reporting requirement under the Internal Revenue Code. Individuals must have a filing requirement and file a valid federal income tax return to receive an ITIN, unless they meet an exception.