SERVICES
Tax Preparation
Tax returns are just the output. What most clients really want is fewer surprises, less stress, and clear answers when money is on the line.
CalCPAGroup provides year‑round tax preparation and planning for high‑earning individuals, service professionals, small businesses, athletes, entertainers, and real estate investors.
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What's Included
Ongoing tax support, not just a once‑a‑year filing.
Annual Tax Return Prep
Individual, business, and related returns (as applicable), including multi‑state filings.
Proactive Tax Planning
Mid‑year and year‑end check‑ins so you know where you stand before deadlines.
Entity Structure Guidance
Help deciding between LLC, S‑Corp, partnership, and other structures as you grow.
Investment Coordination
Integration of rental properties, cost segregation, and investment activity into a cohesive plan.
Issue Resolution
Support with notices, amended returns, and clean‑up for prior‑year issues.
Tax Compliance
1099s, W‑2s, city business licenses, and other required filings handled alongside your returns.
Our Process
CalCPAGroup provides reliable, personalized tax and accounting services for professionals and businesses.
Intake
You’ll complete a short online intake so we can understand your situation, goals, and deadlines.
Document checklist and upload
Comprehensive tax strategies to help you maximize savings and remain compliant year-round.
Review and clarify
Our team reviews your information, reaches out with any questions, and confirms scope and pricing before we begin.
Draft preparation and recommendations
We prepare draft returns and flag planning opportunities, elections, or concerns we think you should know about.
Review meeting and e‑file
We walk through your results, answer questions, handle any changes, then finalize and e‑file once you sign off.
Off‑season support
We’re available throughout the year for key decisions—major purchases, property sales, equity events, and more.
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Why Work With Us?
Fewer surprises – Clear expectations around taxes owed and estimated payments.
Better decisions – Advice on the tax impact of big choices before you make them.
Coordinated strategy – Tax, real estate, and business decisions aligned instead of siloed.
Consistency – A relationship with the same core team year over year.
Technology – State of the art tech solutions to keep you informed and engaged throughout the process.
Do you work with both long‑term and short‑term rentals?
Yes. We handle traditional long‑term rentals, short‑term rentals, and mixed‑use properties, and we’ll walk through how each is treated from a tax perspective.
When is cost segregation worth considering?
It typically makes sense for larger properties or significant renovations where you have taxable income to offset. During Intake, we’ll help you understand whether a study is likely to provide meaningful benefit.
Can you help if my bookkeeping is behind on multiple properties?
Yes. We can work with you to reconstruct records, clean up prior‑year reporting, and put a more sustainable system in place going forward.
How do you handle properties in different states?
Multi‑state ownership is common for our clients. We’ll help manage the additional state filings and keep track of how income and taxes are allocated.
Do you coordinate with my property manager or bookkeeper?
We can. Many clients have day‑to‑day bookkeeping or management handled elsewhere; we plug in at the tax and planning layer and coordinate as needed.