Magnolia Group provides a variety of tax services to individuals, businesses, partnerships, LLCs, trusts, and non-profit organizations including the following:
Individual and Business Income Tax Planning
Our certified public accountants can help you with tax planning and tax projections to help determine the best course of action prior to embarking on any complicated transaction such as sale of a rental property or the exercise of stock options. Planning can be a great benefit in the long run, saving you money and protecting you from the unexpected.
Stock Option Planning
Magnolia Group has extensive experience assisting clients with the various planning and reporting issues related to stock options. Having an experienced accountant on your side when deciding when and how to exercise your stock options can benefit both you and your pocketbook.
Income Tax Preparation
Our experienced CPAs have the knowledge and understanding of tax laws that can greatly benefit you when it comes time to prepare your tax return. We can make sure that you will receive the benefit of each and every documented deduction to which you are entitled, as well as advise you regarding estimated tax payment requirements and other planning issues that need to be considered throughout the year.
IRS and FTB Representation
Magnolia Group can assist you with representation to tax authorities and can correspond with them on your behalf. They can also assist you with resolving issues related to prior year returns and notices from the IRS or FTB.