Services
Tax Planning in Los Angeles
Tax planning starts months before your return does. Entity structure, S-corp elections, quarterly estimates, and deduction strategy, all decided ahead of time so filing season holds no surprises. When it's time to file, Oak Roots prepares and reviews every return line by line, for federal, California, and multi-state situations.
Who Is This For
Planning delivers the most value when there's still time to make decisions that matter.
- Business owners deciding on entity structure or weighing an S-corp election
- Owner-employees who need a defensible reasonable compensation figure
- 1099 earners and freelancers whose income moves through the year
- Anyone who was surprised by a balance due last April
- Households with multi-state income, property or investment income
- People with unfiled years or an open IRS matter
Not sure where your situation fits? Talk it through with Michelle before deciding anything.
What's Included
Planning Through the Year
- Entity structure review, and whether an S-corp election fits
- Reasonable compensation for owner-employees
- Quarterly estimated payments, sized to avoid an April surprise
- Deduction strategy and the documentation to support it
- Retirement contributions available to business owners
- Timing of equipment purchases and other major expenses
Preparation and Filing
- Individual federal and California returns
- Partnership, S-corporation and corporate returns
- Multi-state returns for moves and cross-border work
- Self-employment and 1099 income, with Schedule C
- Rental property and investment income
- Amended returns to correct an earlier filing
IRS Representation and Back Taxes
- Unfiled returns, filed in the right order after pulling your transcripts
- IRS notices, answered within their deadlines
- Payment arrangements, including installment agreements
- Penalty relief where the facts support it
- Liens and levies, which are time-sensitive
- California FTB and CDTFA matters alongside the federal side
Please do not send tax documents or identification numbers through the forms on this site. Secure document sharing is arranged during onboarding.
How an IRS Matter Gets Handled
Unfiled years and IRS notices are handled the same way as everything else here: calmly, and in the right order.
- Unfiled returns filed in the right order, after pulling your IRS transcripts
- IRS notices answered within their deadlines
- Payment arrangements and penalty relief, where the facts support it
Credentials
Why an Enrolled Agent Matters Here
An Enrolled Agent is licensed by the federal government and holds unlimited rights to represent taxpayers before the IRS. In practice that means the same person who planned and filed your return can also deal with the IRS directly if a question arrives later, including on matters they did not prepare. A preparer without credentials generally cannot.
Every case depends on its own facts. Oak Roots will tell you what the realistic options are for your situation, including when the answer is simply to file and pay. No one can promise a particular outcome with the IRS.
Related services
The other ways Oak Roots can help
Frequently asked questions
Common Questions
Preparation reports what already happened, after the year has closed. Planning happens during the year, while decisions like entity structure, owner compensation and equipment timing are still open. Preparation is required. Planning is what changes the picture the preparation reports on.
Any time other than April. Earlier in the year leaves more decisions still open, but useful work can begin at any point. The one genuinely difficult moment is the weeks right before a filing deadline, when the year being filed is already closed.
Sometimes, and it depends on your profit level, how much you need to draw personally, payroll costs and your state obligations. It is a real analysis with real numbers, not a rule of thumb, and the answer is genuinely no for plenty of businesses. Oak Roots will run it either way and show you the working.
With a phone call, and without gathering everything first. Michelle can request your IRS transcripts to establish which years are actually outstanding and what income was already reported for you. That usually reduces the problem considerably, and it tells you what documents you genuinely still need to find.
Yes. With a signed authorization, Michelle can contact the IRS as your representative, request your records, respond to notices, and handle examinations, appeals and collection matters.
Yes, always. Oak Roots will quote your project after seeing the full scope, either a flat fee or an hourly rate for ongoing accounting, and you'll have that number in writing before any work begins. No surprise invoices, no vague estimates.
Let's Talk Today!
Ready to take accounting off your to-do list? Tell us what you need help with, and we'll work out the right next step together.
michelle@oakrootsaccounting.com