Tax Preparation and
Bookkeeping Services
for Small Businesses
and Independent
Contractors
Services
Income Tax Return Preparation for Individuals
We offer a full range of services to Individuals and Business Owners. Our services include Tax Preparation for: Individuals (1040), S-Corporations (1120S), C-Corporations (1120), Partnerships (1065), Tax Exempt Organizations (990) and Trusts (1041).
​
For individual, we specialize in individuals with sole proprietorships. We can discuss methods to structure your side-business or self-employment that is most beneficial to you. This includes helping you determine what you should be paying for quarterly estimated taxes on your sole proprietorship.
​
We help independent contractors maximize their deductible business expenses. In addition we can help you you plan for retirement while saving on taxes.
Past-Year Tax Returns
We specialize in resolving past years' tax issues. Even if you have lost your W2s, 1099s, or other business and personal records due to the passage of time, our team will assist in sorting out your records. There are several methods of obtaining past information from the IRS, such as forms requesting information from prior W2s and 1099s submitted by your employers and account transcripts detailing balances to the IRS. The process is simpler than one would expect and our team will guide you through obtaining the necessary materials to straighten out and file your prior-year taxes without missing details that may lower your tax obligation.
​
Past-due returns incur (at least) two types of penalties: failure to file and failure to pay. It is important to act as early as possible to begin settling any dues to the IRS. We can help estimate potential failure to file and failure to pay penalties that are incurred by clients who have failed to file past years’ returns and can help in getting those returns filed properly.
LLC Taxation
LLC taxed as Sole Proprietorship
If you are the only owner, member, or equity partner of your LLC, then you would be filing your LLC business numbers on from 1040, Schedule C. This is a component of your individual tax return and is not necessarily a separate return at the federal level, although it does involve separate schedules. For state returns, you may or may not have an annual reporting requirement or separate form to submit, depending on your state. We are happy to assist with LLCs registered in any of the 50 states.
​
LLC taxed as Partnership
If your LLC has more than one owner, partner, or member, you would be filing as a Partnership on Federal Form 1065 and any applicable state forms. We support returns in all 50 states. The state may also have an additional LLC reporting requirement. The 1065 return is a separate return altogether that will generate K-1s, which must then be input into each owner’s individual return. We will be happy to assist with both your partnership and individual returns, if necessary. There are also very specific tax strategies to keep in mind.
​
LLC taxed as an S-Corp
The S-Corp classification must be applied for with the IRS. The purpose of converting to an S-Corp is to take advantage of decreased self-employment taxes. This is the primary reason why persons choose the S-Corp structure. In order to take advantage of this tax strategy, an S-Corp election must be filed and approved by the IRS based on specific terms. Please contact us if you need assistance with this.
Corporate & Partnership Taxation
Partnerships
If you have more than one member in your business but have not otherwise incorporated as an S-Corp or C-Corp, you should likely be filing this return. It is reported on Federal Form 1065 and (if applicable) certain state schedules. We support all 50 states. This default classification arises if you apply for an EIN number for a business entity that has more than one owner. This default classification also arises if you have registered an LLC with your state and that LLC has more than one owner, equity partner, or member.
​
S-Corps
An S-Corp is a small business corporation structure allowed by the IRS. It is reported on Federal Form 1120-S and (if applicable) certain state schedules. We support all 50 states. This is not a default classification – rather, you must apply for it and be approved by the IRS. The appeal of this classification is that it allows for decreased self-employment taxes on your individual return. These tax savings may be substantial, depending on the annual net income of your business. Please contact us for more details or to file your annual return.
​
C-Corps
A C-Corp is a taxable entity that pays taxes in its own right. It is reported on Federal Form 1120 and (if applicable) certain state schedules. We support all 50 states. This structure is the default classification you must file with the IRS after you file as a corporation with your state or after registering your EIN as a corporation with the IRS. The C-Corp structure allows many shareholders and is the common classification for many Delaware startups and larger businesses.
Mission Statement
My mission is to help individuals and businesses with tax preparation
and bookkeeping needs. Tax preparation services include consultation, preparation, and filing of tax returns. I intend to not simply make my clients in compliance with Federal and state tax requirements but also make my clients more informed taxpayers.
TAX PREPARER
Zoe Genzler
Zoe has been a tax professional since 2013. She has operated her own tax and bookkeeping service in Oakland since 2016. In addition to her years of practical tax experience she graduated from Thomas M. Cooley Law School with a Juris Doctor in 2010 and received a Legal Master’s in Taxation from Golden Gate University School of Law in 2012
Tel: 415-525-2512
WEST OAK
TAX
For any general inquiries, please fill in the following contact form:
