DAT Financial & Tax Service

Income Tax Preparation

With more than 35 years of accounting experience, I specialize in the complex tax deductions related to home ownership, investments, retirement and businesses. I regularly attend tax seminars, research the latest changes in tax laws and know how to use them to your advantage. I prepare tax returns from every state all year long—not just during tax season. I have an MBA, am authorized by the IRS and State of California and bonded. Many tax “professionals” are seasonal. They won’t be available should the IRS ask how your return was prepared. As part of my service, I’m here to answer your questions any time.

Tax returns are prepared on a state-of-the-art computer system with a high-speed modem for electronic filing that ensures accuracy and captures all tax deductions and credits you are entitled to with quick turn around.

Each tax client receives a private appointment at their convenience to determine every available tax-saving strategy with opportunities to discuss tax-planning issues for next year. Before the returns are completed, each client confirms that all information has been included and reviews the completed returns with an opportunity to ask any questions and identify new tax savings strategies for the upcoming year.

With electronic filing, you can have a tax refund in days, rather than months. You can choose an appointment at your convenience—day, evening or weekend. You are assured personal attention, the best service and the lowest cost.

Call (858)592-0770 or e-mail today for a FREE tax organizer. With new tax laws and new ways to save on your taxes, this is the year to have your taxes professionally prepared. I would be happy to save you time and money.

For individuals, we prepare:

-Long-form, short-form, non-resident, part-year resident returns
-Tax returns for every state
-Prior year returns
-Trust returns

For businesses, we prepare returns for the following entities:

-Sole Proprietors
-S- Corporations
-C-Corporations
-Partnerships
-Limited Liability Companies

Contact Us About Our Tax Consulting Services

Tax Checklist Tax Organizer 2011 Tax Year Newsletter Driving Directions to DAT Income Tax Tips Business income/expenses Education tax breaks E-File Energy tax credits Getting organized for tax time Income tax brackets, deductions and phaseout charts Income tax calendar Investments and capital gains/losses Non-cash donations Property Tax Reductions Real estate and mortgages Retirement and pensions Roth IRA conversions Year-end tax planning Links Privacy Notification Contact Us About Tax And Financial Consulting Home