Services

We provide the following services:

Tax Services

• Tax preparation for individual, S and C corporation, partnership, LLC, and sole proprietorship
• Non-profit organization, Trust and estate tax return preparation
• Payroll tax, sales tax, use tax, property tax return preparation
• Tax consultation and planning
• Tax audit presentation and resolution

Accounting/bookkeeping

• Bookkeeping services, payroll services
• Inventory management control
• Temporary staffing of accounting positions

Financial & Investment Services

• Individual retirement plans (IRAs)
• Small business retirement plans
• Retirement pension plans (401K, SEP, etc.)
• Education savings plan (529 plan)
• Investment savings (mutual funds)
• Money management and securities trading.
• Investment analysis and advisory services

Professional Training

• Excel applications, word applications
• Accounting software, bookkeeping
• Business tax return preparation, how to minimize tax and survive tax audits
• Finding, setting-up and managing your own businesses
• Investment broker and EA

Other Services

• Corporate/Partnership Formation, Operation and Dissolution
• Small business management consultation

We represent our clients in dealing with the taxing authorities in their tax audits and solving tax problems, such as past due returns, no-filed returns, offer in compromises, and any other tax problems. We have assisted many clients, individuals and businesses, and successfully minimized their taxes through our efforts. Our goal is to reduce your taxes and increase your net worth. You will be pleased with our services.

4480-A Enterprise Street, Suite 4 & 5
Fremont, CA 94538
Tel: (510) 226-1689
Fax: (510) 226-1679
Cell: (510) 415-8488
Email: david@taxfinancialservice.com

"Securities and Investment Advisory services through White Pacific Securities, Inc., Member of NASD/SIPC. White Pacific Securities does not offer tax and accounting/beekeeping services and tax & accounting services are independent of those services offered through White Pacific Securities."