Tax Planning & Preparation

Proactive
Detail-oriented
Effective

Proactive and year-round approach to tax planning and strategies to minimize taxes.

Planning

Tax Planning

Effective tax planning can minimize your future tax liability.

Our Tax Planning Process

Regular monitoring to assess effectiveness and make necessary changes

Review of tax plan with you for any additional saving opportunities

Review of documents such as past tax returns, financial statments

Tax plan preparation by our expert team

Preliminary consultation to understand your tax planning status

With us, you are assured that your tax plans stay on track and you get clear and timely advice on how to manage your tax liabilities.

We strategize and develop a tax plan according to your financial situation while providing guidance on how to implement those strategies. 

  • We recommend tax saving techniques customized for your business.

  • We stay abreast of the regulatory changes and how they affect your business.

  • We evaluate your financial statements and provide estimated tax liability projections.

  • We work with you and strive to provide you with the very best advice for the upcoming year.

Speak to us about Tax Planning and how it can help your business save money.

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Ashish J.

Bridgewater, NJ

"Two thumbs up for Nisha and her team."

We used EBS for the first time based upon a recommendation and were not disappointed. She was responsive and really worked through several issues and made the whole process  fairly easy for us.  All our dealings we Nisha were via phone as we are in NJ and she is in CA. She was flexible to accommodate weekend calls with us - which helped quite a bit.

She also walked us through areas where we could be contributing more to defer taxes. What I liked about her the most is that she does not take chances by taking a liberal interpretation of the code; instead she is is through but ensures her clients are not leaving money on the table.

Highly recommended and we plan to use their services again next year.

Preparation

Tax Preparation

Peace of mind is a given when you work with us.  We prepare, review and file your tax returns, accurately and on time to ensure compliance and maximum tax saving.

You can count on our experience and knowledge of the most updated developments in tax laws to minimize both your current and future tax liabilities. Our investment in tax preparation solutions and training enable us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.

Our Tax Preparation Process

eFiling

Finalize return and upload to the secure portal for review and signatures

Follow up questions if any for client

Internal review of tax return and identifying tax saving opportunities

Tax return preparation

Tax Filing For Individuals

Taxable Income

Filing Status

Tax Deductions

We calculate your total taxable income to determine your tax brackets and tax liability.

Single? Married filing separately?  Married filing jointly? Head of household? Filing tax returns using the right filing status is important but also confusing sometimes. We can help.

Some expenses such as mortgage interest, charitable contributions and medical expenses are tax deductible. We identify them precisely and itemize them to get the largest tax deduction.

Home Office Expenses

We help you calculate your home office expenses to ensure you get the deductions. This includes calculation of office space, hours of use, mortgage interest or rent paid, insurance, utilities etc.

Tax Credits

A variety of tax credits are available to taxpayers such as retirement credit, credit for childcare expenses, post-secondary education expenses, costs of installing energy-efficient equipment at home, etc. We help you identify all tax credits applicable to you and ensure that your tax returns accurately reflect them so that you get the maximum refund.

Tax Filing For Businesses

Taxable Income

We accurately assess your taxable income based on gross receipts from sales or services, sales records, returns and allowances, business checking/savings account interest & other income.

Cost of Goods Sold

We help you calculate the cost of goods sold for products you manufacture or sell, considering aspects of inventory such as costing method, accurate inventory value, cost of material & supplies, cost of labor and other costs.

Expenses

We evaluate the expenses that your business incurs, such as advertising, infrastructure, transport & Travel, commissions, depreciation, insurance, interests, wages, professional fees, supplies etc.

We evaluate the expenses that your business incurs, such as advertising, infrastructure, transport & Travel, commissions, depreciation, insurance, interests, wages, professional fees, supplies etc.

Speak to us to learn how our tax preparation services can help you.

"You will be very happy choosing Nisha!"

 

As my business continues growing it was very apparent I needed a more competent bookkeeper that could handle more complex work. Nisha proved to be exactly who I was looking for and handled my complicated multi entity structured investment funds extremely well. She also pointed out several errors that were made by my previous bookkeeper. Her attention to detail, knowledge, and friendliness is what sets her apart. She's also very humble despite the fact she worked for a Big 4 firm for 15+ years. Whether your just starting a business was or have been a business owner for many years you will be very happy choosing Nisha!

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Justin K.

Irwine, CA

Avail our Tax Planning & Preparation services and keep your hard-earned money safe.

If you’re in the process of actively growing your company, our Tax Planning & Preparation services can help you save on taxes and stay focused on your business. In us, you will have a trusted and skilled adviser to help you navigate through the complex tax laws and enjoy the best tax benefits.

And, you will be able to bundle our Tax services with our accounting and bookkeeping services to get greater value.