Our services are available for

    • Individuals
    • Small businesses
    • Estates
    • Trusts

Tax Preparation and Planning

We help you comply with all your tax reporting requirements, minimize your tax liability with careful planning, and ensure the security of your personal information. Enrolled Agents are required to stay updated on all tax developments at the Federal level by taking an average annual minimum of 24 hours of continuing education. Similarly California Registered Tax Preparers must take at least 20 hours of continuing education annually. Through this continuing education we ensure that our clients benefit from any significant tax changes either immediately, or in the future with appropriate planning. We are also acutely aware of the dangers posed to personal information through data breaches and scams and strive to ensure that our systems and our clients’ information are always secure from such external threats.

Representation before the IRS

We provide the necessary support and expertise to resolve all issues raised by the IRS in a cost-effective and timely manner. If you or your business faces an IRS audit or other information requests, we utilize our knowledge and experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented before the IRS and other tax authorities.

Business Consulting

We provide financial management and business planning expertise for small businesses, focusing on key issues that can impact long-term business success. We apply the experience gained from over 20 years in senior finance and business development positions with US corporations, and a successful track record as independent business consultants, to be cost-effective, trusted advisors to small businesses on matters that are crucial to cash management and profitable growth.
We are particularly focused on the long term benefits of integrating sustainability into business plans.

JWH Tax Preparation can help you!
Call us at (805) 450-4087 to learn more.

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