TAX CONSULTING & FILING
We help our clients keep more of what they make – and who wouldn’t want that? Our tax specialists look beyond the numbers and due dates, to plan and structure, to flag problems, and to uncover the most favorable tax advantages and strategies for our clients.
We understand that our clients’ fortunes are generally tied up in their businesses. It takes careful and effective planning and a one-on-one relationship to maximize our clients’ earnings and minimize taxes, while balancing their personal and business needs.
Our Firm’s Tax Services Include:
- Small business tax planning and preparation
- Individual tax planning and preparation
- Tax planning for high net-worth individuals
- Estate planning
- Representation before IRS and state authorities
- Corporate restructurings
Education: Vincent earned a Bachelor’s degree from UCLA. He is currently pursuing a Master’s degree in Taxation from CALSTATE – Fullerton.
Vincent is active in a number of professional organizations including the UCLA alumni association, a member of the California Society of Certified Public Accountants, a member of the American Institute of Certified Public Accountants, and a member of the Los Angeles Chamber of Commerce.
Selecting an Entity Type and Transaction Structuring
One of the first and most important decisions that you will make when starting a business or making another investment is the selection of the type of entities that will own the assets, incur the debt, and/or conduct the operations. Just like your fingerprints, your needs are specific to you alone and, as a result, the choice can be difficult and the cost associated with a bad decision can be substantial.
Your future plans are critical to the selection process. Will you keep capital in the business or distribute earnings? Will you transfer ownership interests often? Is protecting the entity’s assets and your personal wealth from potential claims important? Do you want to make sure there is only one layer of taxation? These are just a few of the factors to consider when selecting an entity type.
Partnerships, LLCs, S-Corporations, and C-Corporations all have unique benefits and distinct disadvantages. The tax professionals at PBTK will work with you to explain the differences and help you decide what organization structure, including entity types, best suit your needs.
Representation Before the IRS and Other Taxing Authorities
In a perfect world you would not receive notices from the Internal Revenue Service or ever be audited, but that is not the real world. The tax professionals at My Tax Doc Inc, are well trained and licensed to represent you before the IRS and state and local taxing authorities. We work with you, and on your behalf, to simplify and expedite the process, minimizing the disruption to your life and business.
Allow our tax professionals to represent you and find peace of mind not normally associated with tax notices and the dreaded “IRS Audit.” We will explain your options and rights throughout the process and keep the taxing authority’s auditor narrowly focused on the issues. We will also help you provide clear and concise documentation that demonstrates “substantial authority” for review and possible acceptance by the taxing authority.