Services

All the tax services you need. From one trusted partner.

TaxPlus is a complete tax practice able to assist individual and business clients with a range of essential services. To ensure accuracy and integrity, our fee is entirely based on your specific needs, so you never pay more than necessary. And our 7-point pledge applies to everything we do.

Tax Planning and Preparation

Our professional team will work with you at every step to reduce your tax burden to the legal minimum, while helping you plan ahead to make the next tax year even easier.


Tax Problem Resolution

Through our partners at Untax, we are proud to provide expert tax resolution services to help you resolve almost any type of tax liability from any taxing agency, personal or business with greater confidence and ease. We can address wage garnishments and bank levies.

We can evaluate the possibility of offers to reduce your liabilities and  set up installment payment plans.  We can represent you in audits from any taxing agency.  Learn more at the UnTax website.

 Link to UnTax Tax Resolution Services website


Financial Consulting

We offer trusted financial consulting, retirement planning and investment services in partnership with Independent Financial Group, the nation’s premier independent broker/dealer and a member of FINRA/SIPC. TaxPlus is not affiliated with Independent Financial Group.

http://www.sipc.org/  &  http://www.finra.org/

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Tax Plus and IFG are unaffiliated entities. OSJ: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Licensed to sell securities in the following states: CA, CT, HI, NM, TX

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement.

When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.


Bookkeeping

TaxPlus individual and small business clients can enjoy joint tax and bookkeeping services from a single financial team working on their behalf.


Business Formations

TaxPlus can help you determine the ideal entity type for your business and tax goals, complete all stages of the formation process and handle regular information and other filings. Download our info sheet to learn more.


Notary

All TaxPlus clients have access to a Notary Public with advance notice. Just call our office to arrange an appointment, and we’ll take care of the rest.


Non-TaxPlus Prepared Returns

If you’re experiencing issues due to tax returns prepared by another service, TaxPlus can help you efficiently resolve the situation. This includes reviewing prior years of filed returns for accuracy and filing the appropriate amendments.