© 2018 by CalFinTax

California Financial & Tax Services
Tel: 408-996-1900
Fax: 408-519-8098
Address​​​​​​: 20370 Town Center Lane, Suite 168

Cupertino, CA 95014

Contact Us

Practice Areas

Accounting Services

 

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

 

​Bookkeeping

Complete bookkeeping services for small businesses.

QuickBooks Advisor

Complete QuickBooks services for new and small business.

 

Payroll Services

Total payroll services for small business clients.

 

Incorporations Service

We provide complete incorporation services for all different type of entities for profit and non-profit.

Tax Services

 

Tax Audit Representative

We specialize in all kind of tax audits and deal with Internal Revenue Service and State tax agencies for businesses and individuals.

 

Business Tax Returns Preparation

A variety of small business tax returns are prepared each year.

 

Individuals Tax Return Preparation

Tax returns and filing instructions have been prepared for a lot of individual clients each year. We specialize in foreign national and expatriate tax returns.

 

Sales Tax Services

We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

 

E-file Provider

We provide E-file for individual income tax, and all kind of business entity income tax, payroll tax, sale and user tax.

Financial Planning

 

We have the tools and the expertise to handle a wide range of financial needs, including:

 

Tax Planning

Plan to balance the short-term and long-term needs as well as position tax exempt asset for the future as they receive preferential tax treatment during accumulation and at distribution.

 

Education (College) Planning

A college savings plan is a tax advantageous program to help individuals and families save for college expenses. Some advantages in choosing this plan include tax deferred growth potential, high contribution limits, no income limitation.

 

​Retirement

To live well in retirement, you will have to depend on whether you make good use of tax-advantaged savings plans including but not limited to 401(k)s and IRAs. Offer the opportunity to maximize the monthly income received for life time.

​Investments

Advice on liquidate asset, real estate and taxes you can act on today. Plus a look at the start-ups changing how you'll save, invest, spend and borrow.

 

Estate Planning

Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

 

Insurance / Protection

Life time protection and tax free death benefit and distribution.

Taking steps to protect your loved ones by purchasing life insurance can be tremendously beneficial in the long run. Determine the coverage you need and let us help you strategize so you can choose the most appropriate product to fit your needs