Individual Tax Services

CPA San Diego for Tax Planning and Tax Preparation for the Individual Taxpayer

♦ Individual Tax Preparation Services

I strive to make the tax preparation a simple process for my clients with the goal of minimizing potential tax liabilities with thorough and careful tax analysis. I am dedicated to continually educating myself on the changing and complex tax laws used for successful tax preparation. My CPA firm provides tax preparation services for many tax issues including:

  • Tax preparation for California
  • Federal tax preparation
  • Extensions of time to file income tax return
  • Amended tax returns
  • Family taxes
  • Rental Income
  • Capital gains/losses
  • Foreign tax credit
  • Medical expense deductions
  • Education credits
  • Reporting interest dividends and stock sales
  • Residence gain exclusion
  • Employee business expenses

Gary M. Zweig, an Accountancy Corporation maintains the strictest confidence concerning all client affairs. I provide a broad range of tax preparation services catered to each individual taxpayer and their unique set of goals. If you have tax questions or would like to make an appointment, please contact me at (858) 646-0681.

♦ Tax Planning for Individuals by a San Diego Accountant

Although we hear about the virtues of tax planning, in my experience people hit a roadblock when they confront the issue of how to begin the process. Our lives are filled with more things to do than we have time for and now someone is saying you need to do one more thing. Probably not what you want to hear. I can help you get started in a few easy steps. Once you begin to get a financial picture of yourself as of today it becomes easier to develop, with help, a strategy for getting where you want to be. A few things to know include:

  • Your current federal and state income tax bracket
  • The primary sources of your taxable income for the last few years
  • Some of the significant deductions taken on your returns during a critical look back period
  • Loss limitations that have affected your taxable income
  • Business and investment performance as reflected on relevant tax return schedules reporting such data

Much more can be said in this area. The important thing is for you to decide to become engaged in the process of your financial life and communicating with an experienced accountant. Whether you own San Diego real estate, operate a business in San Diego, or have as a goal increasing your net worth, call me to discuss your particular interests.

♦ CPA San Diego Individual Taxpayer Representation

Failing to file a tax return or incurring tax debt are serious tax issues, but they can be resolved with a knowledgeable certified public accountant.  I can assist you with IRS tax problems such as wage garnishment, tax lien, bank levy and IRS back taxes. I have a long track record of providing tax help for tax resolution, including:

  • Tax audit assistance 
  • Unfiled tax return preparation 
  • Tax settlement such as Offer Compromise
  • Negotiating installment agreements or payment plans and
  • Timely, strategic responses to IRS and California state tax notices.

Gary M. Zweig, an Accountancy Corporation offers many unique approaches and strategies to help with taxes and resolve your IRS tax problems. Gary M. Zweig, an experienced San Diego CPA, prides himself on being dedicated to every client with exceptional client service and is committed to providing cost-effective tax and accounting solutions. Call to discuss your confidential tax issues at (858) 646-0681. Gary M. Zweig, CPA is conveniently located in San Diego at 5080 Shoreham Place, Suite 201, San Diego, California 92122.

Lawmakers add tax measures to trade package, approve other tax bills
Tax provisions are often included as revenue raisers in non-tax bills and this year is no exception. A massive trade package making its way through Congress contains a number of tax measures, impactin...
How the IRS resolves an identity theft case
The IRS has responded to criticism from the Treasury Inspector General for Tax Administration and the National Taxpayer Advocate, among others, that resolution of identity theft accounts takes too lon...
Liability for the "nanny" tax
Employers of course have to pay employment taxes on the wages they pay to their employees. A nanny who takes care of a child is considered a household employee, and the parent or other responsible per...
FAQ: What is the saver’s credit?
Under Code Sec. 25B, a low-income taxpayer can claim a tax credit for a portion of the amounts contributed to an individual retirement account, 401(k) plan, or other retirement plan. A credit is allow...
How do I?  File an amended return
A taxpayer who discovers an error after filing his or her income tax return may need to file an amended return. A change in filing status, income, deductions, or credits would require an amended retur...
June 2015 tax compliance calendar
As an individual or business, it is your responsibility to be aware of and to meet your tax filing/reporting deadlines. This calendar summarizes important federal tax reporting and filing data for ind...
"Reasonable" compensation: Hot button for IRS auditors
In order to be tax deductible, compensation must be a reasonable payment for services. Smaller companies, whose employees frequently hold significant ownership interests, are particularly vulnerable t...
FAQ: What is tax risk management?
'Tax risk management" is a fairly recent term first used by large accounting firms to underscore to businesses the opportunities and pitfalls inherent within the particular tax positions taken by a bu...
Tracking the tax basis of a partnership interest
For partnerships and entities taxed like partnerships (e.g., limited liability companies), each partner must compute the basis of his/her partnership interest separately from the basis of each asset o...
Using like-kind exchanges in your business
If you are considering selling business property that has substantially appreciated in value, you owe it to your business to explore the possibility of a like-kind exchange. Done properly, a like-kind...
Should your company operate as an LLC?
Limited liability companies (LLCs) remain one of the most popular choice of business forms in the U.S. today. This form of business entity is a hybrid that features the best characteristics of other f...