Federal & State Planning and Compliance Services


Tax planning begins before the tax year starts, and not when the returns are due. Smart and sound tax compliance requires planning, both strategic and tactical, to avoid common pitfalls and ensure that taxes are minimized. Almost every aspect of business operations involve strategic and tax considerations.  We strive to provide planning as business decisions are made—not after they are implemented.

We have expertise in every area of federal and state taxation and can provide outstanding audit-defense services, should a position in a tax return be challenged by the Internal Revenue Service, Franchise Tax Board, State Board of Equalization, or other taxing authority. In audit-defense matters, there can be no substitute for experience.

  • Federal tax
    • Tax planning and restructuring
    • Tax compliance
    • Audit representation
    • Offers in compromise
    • Payment plans
  • International tax
  • State and local tax
    • Income/franchise tax
    • Sales and use tax
    • Property tax
    • Payroll tax
  • Estate and trust plans
    • Retirement planning
    • Family succession plans
    • Family limited partnerships (FLPs)
    • GRATs
    • IDGTs
    • ILITs
  • Aircraft acquisition tax planning
  • Cost segregation studies
  • Research and development credit studies
  • Federal and state credits and incentives (California enterprise zones)
  • Bankruptcy assistance