She needed a tax preparer in Lake Forest she could trust. The business she owned was successful. However, she still wanted to move closer to her family.
I sold my small business mid year. I had a lot of tax questions that needed answers. Dean did a great job! He able to figure out a very close estimate of what my taxes would look like at the year’s end. Dean did an awesome job and I highly recommend him and his work.
She moved from CA to AZ during the year she sold her business. On top of that, she didn’t understand how the two states and the IRS were going to tax the sale of her business. She had every right to be scared of the tax consequences.
However, I was able to figure out what the IRS tax liability was and for each state. We were lucky, because she had her QuickBooks setup perfectly. Whenever that happens my job gets easier. Sometimes business owners don’t keep great records and that makes our job harder. In the long run it costs them more too. Without a doubt keeping good, organized records in your business is obviously smart.
If you need my help with your small business taxes, and you need the best tax preparer in Lake Forest or Southern Orange County, give me a call or send me a message on here.
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