Get ready to take control of your TAXES.

We help companies and individuals with their tax needs.

At OC Tax Brake, we understand the complexities and challenges that individuals and businesses face when it comes to taxes and financial planning. Our team of dedicated professionals is committed to providing comprehensive and personalized services to help you navigate the intricate landscape of tax management and planning. Here iss a detailed overview of the services we offer:

1. Individual Tax Services:

We specialize in individual tax returns, ensuring that your personal tax obligations are handled accurately and efficiently.

● Thorough review and accurate preparation of individual tax returns.

● Assistance in claiming eligible deductions and credits to optimize your tax benefits.

● Expert advice on tax-saving strategies tailored to your specific financial situation.

● Guidance on tax implications for various personal financial transactions, including investments and property sales.

● Assistance in navigating complex tax laws and regulations to ensure compliance and minimize potential audit risks.

2. Small Business Tax Services:

We cater to small businesses of all types, including real estate businesses. Our expertise extends to handling S Corporations, LLCs, and both S and C Corporations, ensuring that your business tax obligations are managed effectively.

● Comprehensive management of small business tax returns, ensuring compliance with industry-specific tax regulations.

● Customized tax planning strategies to help your business maximize deductions and minimize tax liabilities.

● Expert guidance on structuring your business to take advantage of available tax benefits and incentives.

● Assistance in understanding and meeting tax obligations related to employee payroll, benefits, and business expenses.

● Support in addressing tax implications of business expansion, acquisition, or dissolution to ensure a smooth transition and minimal tax exposure.

3. Business Formation Assistance:

We provide assistance in forming Limited Companies (LCs) and S Corporations, guiding you through the process to ensure compliance with relevant regulations and laws.

● Step-by-step guidance in selecting the appropriate business entity structure based on your specific business goals and needs.

● Assistance in preparing and filing the necessary documentation for business formation, including articles of incorporation and operating agreements.

● Expert advice on the legal and tax implications of different business structures to help you make informed decisions.

● Guidance on compliance with state and federal regulations for business formation and ongoing operations.

● Support in obtaining the necessary tax identification numbers and licenses to ensure a seamless and compliant business launch.

4. Bookkeeping Services:

Our team can assist your small business with meticulous bookkeeping, helping you maintain accurate financial records for smooth tax filings and financial analysis.

● Regular maintenance of accurate and organized financial records, including income, expenses, and accounts receivable/payable.

● Customized financial reporting to provide insights into your business financial performance and assist in making informed business decisions.

● Assistance in implementing efficient bookkeeping systems and software tailored to your business needs.

● Reconciliation of financial statements to ensure accuracy and identify any discrepancies or potential issues.

● Timely preparation of financial reports and statements for tax filings, audits, and business analysis purposes.

5. Tax Planning and Strategy:

We offer comprehensive tax planning services and strategies tailored to your unique financial situation, aiming to optimize your tax liabilities and maximize your financial gains.

● Comprehensive analysis of your financial situation to develop personalized short- term and long-term tax planning strategies.

● Evaluation of investment options and financial decisions from a tax perspective to optimize tax efficiency and minimize tax burdens.

● Assistance in identifying and leveraging available tax credits, deductions, and exemptions to maximize your overall tax savings.

● Proactive guidance on potential changes in tax laws and regulations to help you stay ahead of the curve and adjust your financial strategies accordingly.

● Regular reviews and updates of your tax planning strategies to ensure they align with your evolving financial goals and changing tax regulations.

6. Tax Resolution Services:

If you are facing tax-related issues from previous years, we can help you navigate the complexities of the process. Our services include setting up payment plans, negotiating offers in compromise, and seeking abatements for penalties and interest.

● Thorough analysis of your tax situation to develop a customized resolution plan tailored to your specific financial circumstances.

● Representation and communication with tax authorities on your behalf to negotiate feasible payment plans and settlements.

● Guidance on the eligibility and process of applying for an offer in compromise to potentially reduce your overall tax liabilities.

● Assistance in seeking abatements for penalties and interest, helping to alleviate the financial burden caused by outstanding tax obligations.

● Ongoing support and monitoring to ensure compliance with the agreed-upon resolution plan and to prevent any future tax-related issues.

7. Audit Assistance:

If you or your business is facing an audit, our experienced professionals can provide guidance and representation throughout the audit process, ensuring that your rights are protected and that you receive fair treatment.

● Preparation and organization of all necessary documentation and records required for the audit process.

● Representation and communication with tax authorities throughout the audit to ensure your rights are protected and respected.

● Comprehensive review of audit findings and recommendations for potential courses of action to address any discrepancies or issues.

● Guidance on responding to audit inquiries and requests to facilitate a smooth and efficient audit process.

● Ongoing support and advice to help you implement any necessary changes or adjustments following the audit to prevent future compliance issues.

8. IRS Relief Services:

Our dedicated team also provides expert IRS relief services, assisting you in resolving IRS-related issues through strategic planning and effective communication with the IRS on your behalf.

● Evaluation of your IRS-related issues and development of a strategic plan to resolve any outstanding disputes or concerns.

● Representation and communication with the IRS on your behalf to address tax- related notices, audits, or collections.

● Assistance in negotiating feasible installment agreements or payment plans to help you manage and resolve outstanding tax liabilities.

● Guidance on navigating the IRS appeal process, including the preparation and submission of necessary documentation to support your case.

● Dedicated support and advocacy to protect your rights and interests throughout the IRS resolution process, ensuring a fair and just outcome.

Our mission at OC Tax Brake is to alleviate the burden of tax-related complexities for our clients. We are committed to providing exceptional service and expertise, ensuring that you can focus on your core business operations or personal endeavors with peace of mind. Contact us today to learn more about how we can assist you in achieving your financial goals and maintaining compliance with tax regulations.

TAX PREP

Need your personal or business taxes done?

• Enrolled Agent

• Bonded

• 1099 Preparation

• Personal Returns

• Business Returns

• Non CPA Firm