Services - Tax Preparation

As a full service accounting firm, Lesley, Thomas, Schwarz & Postma, Inc. provides a full range of tax services which include the following:

• Preparation of federal, multi-state and local income tax returns
• Individual and corporate tax planning
• Representation during examination of returns by the Internal Revenue Service and other taxing agencies
• Estate and retirement planning advice
• Tax compliance advice
• Structuring of entities for future tax benefits and succession planning
• Property tax administration and representation
• Sales tax administration and representation

In the past five years, the firm has expanded its tax practice in the following areas of expertise:

• International taxation for Orange County businesses doing business abroad, through wholly-owned subsidiaries and foreign sales corporations
• Preparation of corporate tax returns for several publicly traded Orange County companies who seek the close working relationships which only a local accounting firm can provide, along with the significantly lower fee structure
• Estate tax planning and compliance services
• Review and analysis of FASB109, deferred taxes, and completion of public reporting requirements

Our tax department has the knowledge and expertise to meet your tax needs.  As tax professionals, we are fully versed in the recent changes in the tax law and are prepared to put our expertise to work for you.  Along with the services outlined above, we can help you review your current tax situation and help you find ways to minimize your tax burden.