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Services
We are committed to providing our clients with the highest level
of service. We have specialized our firm to providing you with
the services which are most requested by our clients. The following
is a list of services which we provide to our clients.
Tax Services
Tax Planning
Tax Representation
Accounting
Financial Planning
Tax Services
- Individual Tax Returns
- Corporate Tax Returns
- Partnership Tax Returns
- Limited Liability Company Tax Returns
- Trust & Estate Tax Returns
We provide tax services to a variety of clients in various industries
and various forms of ownership. Clients are very happy to know
that we provide tax services for almost all entity structures.
This allows our firm to work directly with clients to provide
all necessary services.
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Tax Planning
- Business Form of Ownership
- Transaction Planning
- Estate Planning
- Asset Protection
Perhaps the most important aspect of our firm is tax planning.
Preparation of tax returns is of little value unless proper planning
is done ahead of time. We help clients with all aspects of tax
planning. We review our clients goals and objectives and then
provide them with recommendations for obtaining those goals. Sometimes
goals and objectives change as a result of our recommendations.
Clients are always appreciative when they know they have reduced
their taxes through proper business and tax planning.
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Tax Representation
- IRS Audits
- IRS Collection Matter
- IRS Appeals
- IRS District Council
- Offers-in-Compromise
- Discharging Tax Liabilities
We are able to help our clients with any tax matter with the IRS.
We have a first hand understanding of how to resolve IRS tax issues.
We are well known in North County San Diego as the firm to handle
IRS tax matters. We are here to help our existing clients, and
referred clients resolve their tax matters. We often receive referrals
from other CPA and law firms in our area that utilize our expertise
in resolving IRS matters.
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Accounting Services
- Quickbooks
- Peachtree
- Payroll
More than ever businesses need to have up-to-date information
on their own business. We encourage our clients to have an automated
accounting package to operate their business. This allows clients
to integrate virtually all facets of their business. Including
the following: customer database, tracking accounts payable, tracking
accounts receivables, cash-flow management, order-tracking, and
inventory. We offer guidance to our clients on the most popular
accounting software packages.
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Financial Planning
- Retirement Plans
- IRA Distributions
- Mutual Funds
- Annuities
- Life Insurance Needs
An ever-increasing amount of our clients have benefited from services
of financial planning. We are able to provide an environment in
which clients will receive straightforward answers regarding their
retirement assets. We are able to provide another dimension to
our service that is missing with most traditional financial planners.
We are able to look at the total picture of tax and financial
planning.
Kevin Bishop is a Registered Representative
of First Wall Street Corp. First Wall Street Corp is a Broker-Dealer
registered with the NASD and an Investment Advisor registered
with the Securities and Exchange Commission. Kevin Bishop
is offering his services as an Registered Representative
through First Wall Street as Kevin Bishop. Kevin Bishop himself
is not registered as either a Broker-Dealer or Investment
Advisor
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