We have been providing individual or corporate accounting and tax services for over 12 years in the Central Orange County, California   area. We offer confidential, prompt and efficient service of the highest standard.

TAX SERVICES

We can provide you with constructive and creative tax planning either for your individual or corporate needs. We specialize in creative small business tax planning and how it affects individual owners. You will receive the personal attention and care your situation requires and deserves.

Our services include the preparation of corporate and personal tax projections in order for you to plan for the lowest tax rates possible. In addition, various options are looked at regarding accelerating or deferring income and expenses as well as the effects of refinancing or capital gains. This planning is considered to be an essential and integral part of the tax compliance process. We also prepare your annual required corporate Federal   income tax returns for all states.

• create Compiled Financial Statements on a monthly or quarterly basis
• preparation of payroll checks and payroll tax deposits
• preparation of quarterly payroll tax returns
• preparation of annual W-2 filings

• estate and trust tax planning
• corporate and LLC formation
• representation in government audits
• computer consulting
• lease vs. purchase decisions
• analysis of proposed investments
• set up and administration of employee benefit and retirement plans
• business valuations
• internal control systems review
• preparation of annual 1099 forms
• preparation of sales tax returns

Please give me us a call and we can arrange to meet at a mutually agreeable time to discuss your individual or corporate accounting needs. We look forward to providing you with the level of service you deserve.

David M. Penn CPA, A Professional Corporation. 10 Shasta Irvine, CA  92612-2223 TEL:  (949) 559.1040 FAX: (949) 559.5085 David@Dpenncpa.com