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
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
Audit Representation
Lien/Levy Release
Seizure Prevention
Repayment Plans
100% Penalty Cases
Investment Products1,3
401k Plans (Solo, Rollover) 1,3
457 Plan Rollovers1,3
529 College Plans1,3
Mutual Funds1,3
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
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


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck