Tax Services

STRATEGY & CONSULTING
WE'D LIKE TO HELP

Tax Consulting

Individual Tax Preparation

At FWH Financial, we evaluate your individual tax situation and guide you through any tax challenges that develop. Our goal is to minimize your tax liability so that you can keep more of the money you have earned.

It's also our job to stay up-to-date on current federal and state tax laws through continuing education and we use our knowledge of tax codes when we prepare your individual tax returns--so you don’t miss out on any tax credits and deductions that you are entitled to take.

Here's what else we do for you:

Tax Preparation Services
  • Prepare accurate tax returns that are filed on time
  • Calculate estimated taxes for self-employed small business owners
  • Develop tax planning strategies that reflect individual financial goals
  • Electronic filing and direct deposit for a faster tax refund
  • File Extensions and calculate estimated tax to avoid interest and penalties
Business Tax Preparation

You own a business, you’re busy developing new ideas and making sure your business runs correctly. You probably don’t have time to reconcile your bank account or generate balance sheets, let alone read up on the latest tax laws to find out which tax breaks you can take advantage of.

When you first started out, your watched every dollar, the do-it-yourself method of accounting might have worked just fine. But now that you have employees, need to pay estimated taxes, and manage your cash flow better, it’s time to find a trusted advisor to partner with all year long--not just at tax time.

And, if you’re just starting a business, there’s no better time than now to discuss tax planning strategies that will help you build a foundation for success.

What FWH Financial Can Do For You

  • State and federal income tax preparation and filing
  • Local and state sales tax compliance
  • State and federal payroll tax
  • Develop tax planning strategies that save you money and minimize tax liability
  • Profit and loss statements
  • Mergers and Acquisitions
  • Entity selection and structure (S-Corp, C-Corp, LLC)
Tax Planning

Ever think that your tax bill is way too high? Well it doesn't have to be. When you work with FWH Financial, we make your success a priority.

HOW?
  • We make sure you take every tax credit and deduction you deserve on your tax return based on careful analysis of your tax situation.
  • Help you set up a recordkeeping system that meets IRS requirements.
  • Work with you all year long--not just at tax time to develop tax planning strategies that lower your tax bill.
  • Adjust your paycheck withholding so that it accurately reflects your tax situation and lets you keep more of your money.
  • Help you understand how to defer tax liabilities through pension plans, retirement contributions and similar plans.
  • Take advantage of certain investments to produce tax exempt income in your state or federally.
Tax Problems

Have you received a letter from the IRS? That is stressful and they're even more stressful if you ignore them. Our tax specialists take the time to listen, understand your current situation and goals. Based on your unique circumstances, FWH tax experts will apply existing tax relief code to provide your best options to get immediate relief and reach the lowest possible settlement with the IRS.

So If Your Situation Is...
  • IRS Audits
  • Back Taxes Owed
  • IRS Leins
  • IRS Wage Garnishments
  • Payroll Tax Problems
Call FWH Financial
GET IT TOUCH

Contact Us

OUR ADDRESS

12387 Lewis Street, Suite  101
Garden Grove, CA  92840
info@fwhfinancial.com

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