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Protax and Financial Planning inc

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Protax and Financial Planning incCovina, CA

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我们是谁? 我们是由不同的专业人员组成,我们都有共同的目标为了客户的财富增加和传承我们运用专业知识不但给您节税,同时给您进行全面的财富规划 我们的团队 注册会计师(CPA)注册税务师(EA)保险经纪人房产经纪人... 我们的目标和宗旨 ProTax and Financial Planning(ProTax) 是一家专注于提供税务相关服务和全面财务规划解决方案的公司。ProTax在个人和企业的税务规划、税务准备和税务合规方面拥有专业知识。此外,ProTax还协助客户进行财务规划策略,包括投资规划、退休规划、遗产规划和风险管理。通过ProTax的服务,客户可以获得专业的税务建议和根据其特定目标和情况量身定制的财务计划。ProTax的专家团队紧跟税法和法规的最新动态,确保客户最大化税务福利,减少税务负担。ProTax采用全面财务规划的综合方法,考虑个人财务的各个方面,不仅仅是税务影响。通过将税务专业知识与全面财务规划相结合,ProTax旨在帮助客户做出明智决策,优化其财务状况,并实现他们的长期财务目标。 我们提供的服务 会计业务 外包会计 我们团队提供公司日常记账服务Payroll薪金服务计算和代付联邦和州政府的税收年底开立W2和1099 表 税务服务 个人所得税服务 提供个人所得税申报;1040表修改;FICA退税;海外资产申报 公司所得税服务 s公司、c公司及partnership公司所得税申报;公司海外资产申报 重车税申报 每年7月卡车所有者必须进行重车税申报 Sale tax 申报 销售公司收到的客户的销售税需要按要求向IRS申报 赠与税及遗产税服务 不管你是将海外资产还美国资产赠与给他人都要申报 公司注册服务 公司建立服务 公司注册需要处理工商税务事宜 公司类型选择 在对公司起步阶段、公司爬升阶段业务的预测,可以选择有效的公司类型,为企业真正经营打好基础 公司税务筹划 我们团队为了提供有效的税务筹划,我们的政策是从注册公司到公司运营整个过程都是税务筹划过程。 美国税法的普及 关键税法的讲解 用中文的形式向全世界以汉语为母语的美国纳税人普及税法 税法youtube课程 我们也制作税法相关的YouTube视频,更好的服务美国纳税人 EA课程培训 我们制作EA考试的中文视频课程,使参加考试的学员更好理解税法 报税流程实操 我们提供报税过程实操培训视频课程 财富传承规划 如何创造财富 我们会讲解如何从打工族创造第一桶金 如何做到财富自由 我们团队会讲解不同的投资产品,包括养老金计划 如何做到财富传承 我们团队利用税法和您的全球投资进行全面的财富传承规划

Contact Information

Phone: (626) 688-2969

Website: www.protaxoffice.com

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Frequently Asked Questions

How much does an accountant cost in Covina?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Certified Public Accountants) are state-licensed, can audit, provide tax advice, and represent you before the IRS. Enrolled agents are credentialed by the IRS itself and specialise in tax filing and IRS representation. Bookkeepers handle day-to-day transaction recording and basic financial reports. For audits and complex planning you want a CPA; for tax filing and IRS representation an enrolled agent is often the better value.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received an IRS notice, or your tax situation is more complex than a simple W-2. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with IRS voluntary disclosure, negotiate installment agreements or an offer in compromise, and handle notices, amended returns and audits.

Is it worth paying for tax preparation vs doing it myself?

If you have straightforward W-2 income and take the standard deduction, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.