services

Tax Preparation & Filing Services:
·         Personal Income Tax Returns
·         Itemized Deductions (home mortgage, property tax, charitable deductions, etc.)
·         College Tuition Deductions and Credits
·         Energy Credits
·         Retirement Income/Contributions
·         Child and adult daycare deductions
·         Federal and State - problems paying in full, installment requests
·         Retirement Income
·         Military
·         Multiple states
·         Sale of home, business property, or rental property(ies)
·         Small Business - retail, construction, day care centers, professional services, etc.
·         Travel expenses, home office deductions
·         Rental Property(ies)
·         Tax Research, Planning, and Past Returns

Business Services:
·         Bank/Credit Card Reconciliation
·         Financial Statements & Reports
·         Monthly, Quarterly, Year-End Review
·         Management Reporting & Analysis
·         Bookkeeping Cleanup
·         Sales and Property Tax Returns
·         Accounting Setup
·        



 

Bridgette Holzapple, Enrolled Agent
Vacaville, CA
707-514-3300 tel
707-514-3301 fax
bridgette@ptaxs.com



IRS Enrolled Agent