Annual Tax Compliance
Tax Preparation & Compliance
Federal and California tax return preparation for businesses and individuals, including multistate filings, amended returns and coordinated annual compliance.
Federal and California Tax Returns
James S. Wang, CPA prepares annual income tax returns with direct CPA involvement from information gathering through review and filing. The engagement is scoped around the returns and jurisdictions involved.
Business Returns
- S corporation, C corporation, partnership and applicable LLC returns
- Federal, California and other-state income tax filings
- Owner information schedules and related annual return coordination
- Prior-year and amended business returns
Individual Returns
- Federal Form 1040 and California Form 540 returns
- W-2, 1099, investment, rental and pass-through income reporting
- Resident, part-year resident and nonresident state returns
- Prior-year and amended individual returns
Multistate, Amended and Prior-Year Filings
Work, business activity, investments or a move during the year can create filing requirements in more than one state. The filing scope identifies the returns needed and coordinates the same facts across jurisdictions.
When an originally filed return needs correction, the underlying issue is reviewed before an amended return is prepared. Prior-year engagements begin by identifying missing returns, available records and the order in which filings should be completed.
A Coordinated Filing Process
1. Confirm the filing group. Identify the entities, owners, states and tax years involved.
2. Gather records securely. Prior returns and tax documents are collected after the engagement is established.
3. Prepare and review. Open items are resolved, the returns are reviewed and the filing results are explained.
4. Complete annual compliance. E-file authorizations, payment instructions and applicable filing confirmations are coordinated.
A Good Fit for
- Closely held businesses and their owners
- Professionals and executives with multiple income sources
- Real estate investors with rental or multistate activity
- Individuals or businesses needing amended or prior-year returns
- Clients who want direct CPA review and clear filing coordination
Related Services
Tax Planning & Business Advisory · IRS & FTB Notice Assistance · Trust & Estate Tax
Start With the Returns That Need to Be Filed
Provide the tax year, entity types, filing states and whether any return is late or needs amendment. Do not send tax returns, Social Security numbers or other sensitive documents through the contact form.