Prior Year Tax Filings

If clients wish to bring themselves back into compliance with the IRS or other taxing agencies – by filing prior year tax returns – our firm can prepare delinquent filings with little or no records. Due to successful taxpayer challenge, resulting in the Cohan Rule, clients may estimate or reconstruct most business expenses. Reported income may be based on corroborated third party records or wage and tax withholding transcripts available from government information return programs. If prior year filings are less than three years old (four within the state of California), clients may be entitled to tax refunds.

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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