Tax Planning & Preparation Petaluma, CA
The key to minimizing your tax liability is savvy financial planning, which is an essential part of growing your business. It takes extensive financial experience, and that’s precisely what North Bay CPA offers for corporations, partnerships, trusts, estates, and individuals.
We provide proactive tax planning solutions and tax preparation services to individuals as well as small and mid-sized businesses. Our clients rely on us to stay abreast of ever-changing tax laws, and we provide sound advice based on our extensive knowledge and years in the accounting profession.
Our tax planning solutions and tax preparation services include:
- Comprehensive tax planning
- Tax return preparation
- Strategic tax consulting
- Federal and state tax compliance
- Representation before the IRS and other state taxing authorities
- Merger and acquisition analysis
- Alternative minimum tax (AMT) planning
- Section 1031 and 1035 tax-deferred exchanges
- State and local taxes
- Retirement, estate, and succession planning
- Estate and gift tax return preparation
- Tax credit analyses — research and development (R&D), California jobs credit, deferred policy acquisition costs (DPAC), and health credits