Tax preparation shouldn't begin and end with filing a return.
Running a business creates tax decisions throughout the year. How your business is structured, how you pay yourself, when you make purchases, and how you plan for taxes can all affect what ultimately appears on your return.
At Oasis Tax Services, I provide business tax preparation and year-round tax guidance for business owners throughout San Diego County and beyond.
As an Enrolled Agent with more than 10 years of tax experience, I work directly with business owners to prepare accurate returns, understand their tax obligations, and identify opportunities to plan ahead.
Business tax preparation in San Diego, CA
Business Returns We Prepare
Oasis Tax Services provides tax preparation for a variety of business structures, including:
S Corporations (Form 1120-S)
Tax preparation and planning for S-corporations and their shareholders.
C Corporations (Form 1120)
Federal and state corporate income tax preparation.
Partnerships & Multi-Member LLCs (Form 1065)
Partnership returns, partner reporting, and Schedule K-1 preparation.
Sole Proprietors & Single-Member LLCs
Schedule C preparation and tax guidance for self-employed individuals and independent business owners.
Not sure whether your current business structure still makes sense? We can discuss how your entity is currently taxed and whether there are issues worth reviewing with your legal and tax advisers.
Your Business and Personal Taxes Are Connected
For many business owners, preparing the business return is only part of the picture.
Income from an S-corporation or partnership ultimately affects the owner's individual return. Estimated tax payments, distributions, compensation, retirement contributions, investments, and other decisions can interact with one another.
I look at the relationship between your business and individual tax situation, rather than treating them as completely separate problems.
That means fewer surprises and a clearer understanding of what you actually owe and why.
Tax Planning for Business Owners
A tax return records decisions that have already been made.
Tax planning gives us an opportunity to look forward.
Depending on your circumstances, planning may include reviewing:
Estimated federal and state tax payments
Business income and expenses
Entity structure
Owner compensation
Retirement plan contributions
Equipment and other major purchases
Business use of vehicles and property
Changes in income
Potential tax elections
Year-end tax strategies
Tax planning isn't about finding gimmicks or questionable deductions. It's about understanding the rules and making informed decisions while there is still time to act.
Already Have a Bookkeeper or Payroll Company?
Great.
Your tax professional doesn't have to replace the people already helping you run your business.
Oasis Tax Services can work alongside your existing bookkeeper, payroll provider, financial adviser, attorney, or other professionals to make sure the information needed for your tax return is properly coordinated.
If something doesn't look right, we'll address it before it becomes a bigger tax problem.
Switching Tax Professionals?
Changing tax preparers doesn't have to be difficult.
If you've outgrown your current preparer, started a business, elected S corporation status, or simply want more communication and planning, We can review your prior returns and help make the transition.
We'll identify the records needed from your previous tax professional and determine what needs to be addressed going forward.
Work Directly With an Enrolled Agent
When you work with us, you aren't simply submitting documents to an anonymous preparation center.
You'll work directly with Andrew Luois, Enrolled Agent, throughout the process.
Enrolled Agents are federally authorized tax practitioners who may represent taxpayers before the IRS.
Whether your business is new or well established, my goal is to help you understand your tax situation and stay ahead of it.
Looking for a New Business Tax Professional?
Let's talk about your business, your current tax situation, and what you're looking for from your tax professional.