State Tax Return Filings

The Tax Practice has successfully prepared out-of-state tax filings for clients across the country. Many clients, who reside in California, own real property or participate in businesses located out-of-state. Depending on state specific filing statutes, clients may have multiple state obligations or state tax credits. To ensure client compliance with respective taxing authorities, we leverage our association with the National Association of Enrolled Agents and the National Association of Tax Professionals. Our firm also provides California tax law assistance to out-of-state practitioners throughout the country.

Investment Management

The Tax Practice, Inc. is a fee-based, investment management advisory firm. Our management philosophy is driven by client investment objectives.
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Financial Planning

We provide a variety of financial planning and consultation services to individuals, families and businesses. Our analysis of client circumstances, goals, and objectives ensures effective management of financial resources, leads to successful plan implementation, and client value.
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