Menu of Services

 

Tax Preparation
Individual 1040
Entities – (Corporate, Estate, Trust, Partnership, LLCs)
Out-of-State Returns
Prior Year Returns
 
Tax Planning
Tax Projections
Employee Stock Options: ISO, NQ, ESPP
1031 Exchanges
Real Estate Sales and Purchases
Marriage/Divorce
Small Business Acquisitions and Dispositions
 
Financial Planning1,3
Complete Financial Plans1,3
Investment Management1,3
Retirement Plan Management1,3
Estate Plan1,3
 
IRS Representation by Enrolled Agents
Appeals
Audit Representation
Lien/Levy Release
Seizure Prevention
Repayment Plans
Offers-in-Compromise
100% Penalty Cases
 
Investment Products1,3
401k Plans (Solo, Rollover) 1,3
457 Plan Rollovers1,3
529 College Plans1,3
Mutual Funds1,3
Stocks/Bonds1,3
Pension & Profit-Sharing Plans1,3
IRAs (Roth, Rollover, Simple, SEP and Traditional)1,3
Variable Annuities1,2,3
UIT – Unit Investment Trusts1,3
 
Insurance Products2,3
Dental2
Annuities1,2,3
Health2
Disability2
Life Insurance – All Types2
Health Savings Accounts1,2,3
Long-Term Care2
 
Business Bookkeeping Services
& Financial Statement Preparation
Quickbooks: Installation, Instruction and Consulting
Bookkeeping: Monthly, Quarterly, or Annual
Preparation of Apartment House Property Statement Form 571-R
Preparation of Annual Business Property Tax Statement Form 571-L
Adjustment of Journal Entries and Financial Statement Prep for Corporations, Partnerships and Sole Proprietorships
Prepayments, Monthly, Quarterly, or Annual Sales Tax Returns
   
1Investment Products: Not FDIC Insured – No Bank Guarantee – May Lose Value
2Robert Duitz: CA Department of Insurance License #OC73185
3Robert Duitz: Securities offered through H.D. Vest Investment Servicessm, Member: SIPC. Advisory Services are offered through H.D. Vest Advisory Servicessm, 6333 North State Hwy 161, Fourth Floor, Irving, TX 75038. 972.870.6000