Tax Preperation

CFS offers Tax Advisory, Tax Preparation, E-Filing, and IRS Audit Representation services for individuals, expatriates, partnerships, corporations, trusts, and estates. Pricing for tax services are negotiated on a case by case basis.

All CFS tax consultants are bonded, and registered with the California Tax Education Council.

TAX PREP

Items for tax preparation:

  • Income from all sources
  • W-2, 1099, etc.
  • 1098 Mortgage Int.
  • Property Insurance
  • Repairs & Maintenance
  • Gardening
  • Property Tax Statement
  • Education Expenses
  • Professional education and training cost
  • Business Expenses
  • Utilities
  • Transportation
  • Supplies
  • Outside Contractors
  • Check attached sheet
  • Vehicle Registration
  • Mileage or actual expenses, not both
  • Charitable Donations
  • Prior Year Tax Return

INCOME TAX

CFS prepares individual, partnership, corporate, trust, estate, gift, expatriate, sales, payroll, and 43 state tax returns.

EXPATRIATE TAX SERVICES

CFS offers US Citizens and Resident Aliens living abroad who may still have an income tax filing liability an opportunity to claim income exclusion and foreign tax credits, thereby minimizing or eliminating US income tax liability.

PAYROLL TAX

CFS payroll services range from just computing withholding to full service payroll, inclusive of federal and state tax filings, paycheck writing, W-2 and 1099 prep.

CFS payroll professionals are members of the American Payroll Association.

STATE SALES AND USE TAX

We offer assistance with applying for a Sellers Permit; prepare Sales & Use tax forms, and Close Businesses.