INDIVIDUAL FINANCIAL Planning

NIA CPA’s goal in providing tax planning and preparation services is to partner with you to help you retain as much of your hard earned income as possible, and to keep it growing for you & your family. Taking your specific circumstances into consideration, we strive to present every opportunity and strategy available to reduce your taxes so that you can sleep well at night being assured you have taken full advantage of maximizing your net worth while staying in compliance with the constantly changing tax laws.

Some of the tax planning and preparation services offered by our firm include:

Preparation of Individual, Corporate & Partnership Returns

  • Quarterly Estimate Computations and Revisions throughout the year

  • Periodical Newsletters on Recent Tax Changes Affecting You and/or Your Business

  • Real Estate Cost Segregation

  • Compensation Planning

  • International Income Reporting

  • Multi-State Tax Returns and Nexus Determination

Preparation of Other Tax Returns

  • Estate, Trust, Fiduciary Returns

  • Sales & Use Tax Returns

  • Payroll Tax – Federal and State, Quarterly and Annual Reports (including Forms W-2)

Preparation of Information Returns

  • Forms 1099

  • Personal Property Tax Returns

  • Form 990 – Return of Organization Exempt from Income Tax

  • Form 5500 – Employee Benefit Plan

Tax Guidance for Starting a Small Business in California

  • Determination of Entity – Sole Proprietor, SMLLC, Partnership, LLC, LLP, Corporation, S-Corporation

Tax Planning & Projections

  • Business Owner Succession Planning

  • Family Tax Planning

  • ESOP Succession Planning

  • Estate & Gift Tax Planning

  • Retirement Planning

IRS Representation

Record Retention Guidelines

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FIRM PROFILE

We are a Certified Public Accounting firm providing clients with a direct approach to financial strategies.  We provide a range of accounting, tax preparation and financial planning services to families and businesses.

OUR PHILOSOPHY

NIA CPA’s core philosophy is to faithfully serve each client by combining quality service with knowledgeable Tax, Accounting and Financial advice. We educate our clients on the income, investment and asset options available to build a secure financial future. With this goal in mind, our staff members take an in-depth look into each client's financial records in order to come up with the tax or financial solution that is the best fit for their specific set of needs.

HELPFUL LINKS

IRS - Forms, Refunds, File, Credits, Deductions
California Franchise Tax Board
California Secretary of State
Investor's Business Daily - Market Trends, News
Kiplinger - Personal Finance , Business Forecasting
Barron's - Market Developments, Finance, Statistics
Mortgage, Bank, Lending, and Interest Rates



 

“Thank you very much for all the help and dedication that you have provided to our company for tax services and related activities. Your responsiveness and professionalism are reasons that I have used and continue to utilize your services. Keep up the excellent work!”
— Chad Dillow, President C. Dillow & Company
“Alex has worked with us for many years and we are very pleased with the work he has done for us. He offers timely, accurate and thorough advice, and he is willing to go the extra mile and answer our questions. He is a trusted professional friend that you can count on. Even prior to utilizing his tax services, he gave us advice, which we used in the process of developing our business. We look forward to Alex’s calm and supportive demeanor at tax time. ”
— Dave Swain, President, Olin Engineering
“Alex reorganized and optimized our accounting system. We’ve not only gained an amazing CPA firm but a trusted partner for our multiple businesses. ”
— Nick N., Santiago Hills Auto Spa, LLC

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