Services

Traditional Services

State and Local Tax
  Consulting Services

 



Tax Preparation

[Individual, S Corporation, C Corporation, Limited Liability Corporation, Partnership, Limited Liability Partnership, Estates and Trusts]

Recognizing the complexity and constant changes in tax law changes and their implications to your business, Thomas & Associates is dedicated to providing you with the highest quality tax services and helping you reduce your tax liability.

Highly skilled and experienced in tax planning and compliance issues, our tax specialists have a comprehensive understanding of federal, state and local tax regulations. We work with you to ensure your tax reporting obligations are met in an accurate and timely manner, and to help you minimize, eliminate or defer the payment of taxes and add value to your company. By keeping informed of tax code changes, we help you understand how they affect you and your business.
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Audit Defense/Representation

[Internal Revenue Service, CA Franchise Tax Board, CA State Board of Equalization, CA Employment Development Department]

Clients are subject to periodic audits by various state and local governments, yet do not have the experience to resolve technical issues or manage the process.

Thomas & Associates will be with you every step of the way with services ranging from limited technical advice to intensive audit management, protest and appeals services. Our team has over 50 years of collective experience and we apply that experience to every client we serve.
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Tax Planning

[Choice of Tax Entity, Managing Business Growth, State and Local Tax Planning, Mergers and Acquisitions, Estate Planning, General Accounting Services.]

When you select a professional tax advisor, you want to know you are receiving informed advice that will ensure you are in compliance with the law, while maximizing your tax benefits. You want to be sure that your tax advisor understands your business and personal tax needs, and has the experience to deliver results.

Our team delivers smart, innovative ideas that help you keep more of what you’ve worked so hard to make. We focus on practical, value-added solutions to your tax problems based upon our experience running businesses ourselves.  We will sit down with you to help you make sense of the complex rules that often trap unsuspecting taxpayers.

Our tax planning services range far beyond just determining how much tax is owed based on your income. We work with you to answer strategic tax planning questions and we will be there to evaluate the results.
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QuickBooks Setup and Support

As a Quickbooks Professional Advisor, we offer a variety of services, including setting up, training and consulting in the use of Quickbooks business management software. We have access to resources to answer all of your Quickbooks accounting questions.
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Full Service Accounting and Bookkeeping

We understand the clients’ time is better spent on generating revenues for their company rather than spending precious time bookkeeping. Our services range from basic bookkeeping and financial statement preparation to functioning as your accounting department. You choose the services you want, and we keep you involved throughout the entire process.

Our team has held key positions in private industry, that allow us to create those solutions that best fit your business, while understanding the importance of timely reporting, and recognition of significant trends which may impact your profitability.
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Compilation, Review, and Audit

Depending on your needs, we will compile your financial statements on a monthly, quarterly or annual basis. Compilation involves preparing financial statements based on information provided by a company's management, and will often involve some adjustment to the accounting records. Sufficient for many small, private companies, a compilation provides no assurance that the materials submitted by the company are valid or were prepared in conformity with Generally Accepted Accounting Principles (GAAP).  Due to the costs associated with Reviews and Audits we do not perform these services but will gladly provide referrals if you require this level of service.
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Business Consulting (including startups, acquisitions, and dispositions)

We approach this role as one of an experienced and trusted advisor on issues of critical importance to your business: finance, operations, and profit planning. We will help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment. Thomas & Associates provides service such as strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions.
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State and Local Tax Services


Thomas & Associates delivers multistate tax services to assist your company through the state and local tax maze. The size of your company doesn't matter, nor does the complexity of the state and local tax issue.  We can assist your company with constantly changing laws in each state and locality your company does business.

State and local tax credits and incentives are available in many states, and identifying and obtaining state and local credits and incentives can be time consuming, and confusing.  We will determine those credits that are applicable to your business operations, so that you can focus on you business. A key component of state and local taxes is determination of Nexus depending on your business operations.  Our team can determine this for you and negotiate on your behalf with the taxing authorities, as well as ensure you have the proper registration or filings, thereby helping to reduce penalties.
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Dispute Resolution Services

Our experienced professionals can represent your business before a state or local tax authority, as well as the Internal Revenue Service regarding taxes or business fees you are required to pay. Bringing  over 50 years of collective experience we want to provide that value to you and work to minimize your tax liability
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Financial, Retirement & Estate Planning

Conserving capital and minimizing taxes are important aspects to establishing any plan. Whether you are planning for your children’s education, planning for retirement, setting up a family trust or planning your estate for your heirs, we can help you evaluate your options, prepare the required returns or be an independent voice in the complex analysis required.
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