“Tax work is people work” serves as the founding principle for our practice. This mantra underscores our belief that the more you get to know and understand your clients as people, the more you know about their needs as taxpayers.
our PRACTItioNER-client relationship is an ongoing conversation, one that explores a client’s background, financial position, and objectives for the future. Dedicated to your tax needs throughout the year, we are accessible – prepared to consider the tax consequences of FUTURE financial decisions, find answers, and ADD A TAX PERSPECTIVE tO your next financial move.
Contact
➤ LOCATION
1900 Olympic Blvd, Suite 203 Walnut Creek, CA 94596
☎ CONTACT
luporiandassociates@gmail.com
(925) 943- 7770
DROPBOX SUBMISSION FORM BELOWAreas of Practice
Business Entities
Business begins with a discussion of entity type (i.e., LLC, Partnership, S-Corp, C-Corp), tax treatment by the IRS, tax benefits of your entity type, the impact your entity type will have on your personal tax return, and common pitfalls to avoid during formation and operation.
Individual Tax
Our office prepares a taxpayer's returns regardless of complexity. Individuals returns with rental properties, K-1 income, business income, stock transactions, real estate transactions, 1031 exchanges, stock options, AMT, tax credits, multistate tax returns, foreign source income, real estate professional tax status, active participation, and passive activity. We stand prepared to meet you wherever your tax needs begin.
Business Tax
We will give you a comparison of LLC, Partnership, S-Corp, C-Corp tax attributes, explain their benefits and potential drawbacks, and see which one is most “tax efficient” for you. Ultimately, we look to find the entity type that best conforms to your business profile. Our firm gives you an holistic approach, so your company can get the best competitive advantage.
Audit Representation
Receiving a tax audit notification can be daunting, but we are here to help you during the audit process and make it as simple and stress-free as possible. Depending on your specific situation, the documents required for an audit can vary. We represent our clients and deal directly with the IRS to resolve problems quickly and accurately.
BUSINESS STRATEGY
As a practice, we keep our knowledge current and abreast of the evolving landscape of business tax deductions. While our advice remains conservative, focusing on practical approaches to saving tax dollars while avoiding an income tax audit, we also maintain a willingness to explore the innovative tax strategies and planning opportunities made possible by tax reform.
Life events
Over years of service, we respond to a client's evolving financial outlook and tax reporting needs - as a client's returns take on complexity or move toward simplicity - and keep our client apprised of the tax implications of both foreseen and unforeseen life events.
“We must all obey the great law of change. It is the most powerful law of nature.”
Let's Chat.
Use the form below to contact us regarding your tax enquiry. Please be as detailed as possible. To help us best service your enquiry, we recommend you note any document requests. You may also email or phone to make an appointment.