Tax Preparation Services in Burbank, CA

At a minimum: we collect your income, deduction and prior year information, prepare the federal return and any state returns you need, check the numbers, and file on time. Where it gets more useful is planning. We look at what the return tells us and suggest changes for next year, like adjusting estimated payments or how you pay yourself. If old years are unfiled or the IRS has written to you, we fold that into the same plan.

Yes. Enrolled Agents are licensed by the U.S. Treasury to prepare returns for individuals and businesses, and they're the only tax professionals whose license is focused entirely on tax. Unlike most preparers, an EA can also represent you before the IRS in audits, collections and appeals. If the return you file today raises questions next year, you won't need to start over with someone new.

First, figure out which years are missing. We request your IRS wage and income transcripts, which show the W-2s and 1099s the IRS already has, and match them with your own records. Then each return is prepared carefully, newest years first when that helps your position. If filing creates a balance, we move straight into resolution options rather than leaving you with a bill and no plan.

W-2s and 1099s (a lot of Burbank clients in production and creative work get several), records of business expenses, bank and brokerage statements, mortgage interest, estimated tax payment confirmations, last year's return and any IRS letters. If you own a business, add your books, payroll reports, asset purchases and entity documents. The more organized it is, the faster we can turn it around.

Yes. We confirm the full balance from your IRS account, including any years still unfiled, then compare the options: an installment agreement, penalty relief, an Offer in Compromise if you qualify, or Currently Not Collectible status if paying would cause real hardship. The recommendation follows your documented finances and the IRS rules for each program.

Often. Late filing penalties are frequently the largest add on, and they stop growing once the return is in. After you're current, First Time Abate or reasonable cause relief may take some or all of them off. We check eligibility and file the request when there's a real basis for it.

A single current year return with organized records can move quickly. Several back years, rental properties, a business, or missing documents all add time, as does waiting on IRS transcripts. We'll give you a realistic timeline once we see what you have, and we'll flag anything that needs to be fixed before filing.

Absolutely. Our office is in Bowie, MD, but most of our work is remote. Documents come in through secure upload, meetings happen by phone or video, and because the founder is an IRS Enrolled Agent, representation before the IRS works the same in California as it does anywhere else. Burbank business owners can also use our fractional CFO support, and production companies or vendors with federal contracts can get GovCon accounting help.