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Services

TAX CONSULTING & PLANNING

We provide individualized services to help alleviate your financial uncertainty and stress. With many years of experience, our experts have the knowledge to handle any situation proficiently. 

Active planning throughout the year is essential and tax planning involves more than maximizing deductions at tax time.  We care about your business and we align with your goals to help craft an effective tax plan.

Tax planning goes beyond simply maximizing deductions during tax season; it requires ongoing, proactive efforts throughout the year. 
We invest the time to comprehensively understand your business and its objectives to tailor an effective tax strategy. Throughout the year, we'll keep you informed about tax planning matters relevant to you and your business. 
You can have confidence in our ability to stay updated on all tax law changes and maintain open communication to help optimize your profits. 
Whether it involves establishing a retirement account, making investment choices, or reconfiguring a business or trust, we have efficient strategies that will enhance your financial savings.

We create tax strategies specifically crafted to optimize your tax returns. How do we achieve this? We dedicate the necessary time to gain a thorough understanding of your business's cash flow. 
With this deep insight into your financial records, we can maximize your tax refunds and minimize your future tax liabilities.
By selecting us, you gain access to skilled tax planners who are committed to ensuring your satisfaction when tax season arrives.

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TAX RETURN PREPARATION

our emphasis in tax preparation revolves around precision.

Entrust the intricate calculations and impending deadlines to our expertise. 

We're well-equipped to assist you in filing income tax returns for both you and your business.

Whether you need support with payroll tax, sales tax, or any other tax filings, rest assured,

we have extensive experience in handling these tasks.

 You need not worry about errors or overlooking valuable deductions. 

Preparing your own tax return can become exceptionally challenging due to the complexity of today's tax code, often leaving you with more uncertainties than answers.

In the current landscape, a vast majority of individuals and businesses opt for the assistance of professional tax preparers in the tax preparation process. 

Even when filing a straightforward return, tax regulations can change annually, and it's easy to miss these alterations, resulting in an inaccurate submission. 

Handling your taxes independently might also lead to the oversight of potential deductions and credits.

 

We possess the necessary expertise to aid you in filing your tax returns while simultaneously assisting you in minimizing your tax liability through careful planning.

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Our tax preparation services include:

 Individual Tax Return

 Sole-Proprietorship Tax Return

 Rental Real Estate Tax Return

 Corporate Tax Return

 Partnership Tax Return

 Gift & Estate, Trust Return 

 Non-Profit Organization Return

 Multiple states returns and foreign entities 

 Sales tax filing 

 Property Tax filing 

 And More. 

 

Information Returns:

 Nonemployee Compensation (Form 1099-NEC)

 Miscellaneous Income (Form 1099-MISC)

 Shareholder's/Partner's Share of Income, Deductions, Credits, etc. (Schedule K-1)

 Mortgage Interest (Form 1098)

 Dividend (Form 1099 DIV)

 Annual Withholding (Form 1042/1042S)

 And More. 

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Phone

(949) 880-5133

Mail 

info@trustwell.biz

Address

23046 Avenida De La Carlota, Ste 600

Laguna Hills, CA 92653

©2023 Trustwell All rights reserved. 

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