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INDIVIDUAL TAX


Types of tax returns:

Income tax

    • Personal – Federal and State returns for residents, non-residents or part-year residents for all fifty states and Puerto Rico
    • Business – Federal and State returns for all business entities (C corp., S corp., LLC, GP and LLP, and Non-profits)
    • Payroll tax – The Employment Development Department (EDD) and the IRS require withholding for various taxes associated with payroll.  Both quarterly and annual submissions must be made for returns and deposits.

Sales tax – The Board of Equalization requires timely and accurate filing of quarterly and annual sales tax returns to maintain your business re-sellers permit. 

   
Rountree Consulting | Individual Tax Services

Types of tax services:

    • Tax Planning – Evaluate current status for the best position to reduce individual tax liability, including estimated tax projections and payments.
    • Non-Residency – Evaluate and assist qualified taxpayer in states with elevated tax rates to establish non-residency status.
    • Tax Audits – Represent individual to any taxing authority with justification of tax deductions and credits in the event of audit.
    • Tax Collection - Represent taxpayer in cases of collection of delinquent taxes with any taxing authority including negotiation of reduced settlement, payment plans, and advising methods of asset protection.
    • Tax Related items – Preparation of Form 1099’s and W-2’s