Business Details
50+ Years
experience
Trusted Tax Solutions for Individuals and Businesses in Pasadena
Since 1964, we have dedicated ourselves to providing specialized tax services for individuals and businesses, focusing on federal and state taxation. Our firm, built on decades of expertise, offers tailored solutions for divorce-related tax matters, trust and estate planning, IRS representation, and forensic accounting. With over 30 years of experience, our managing partner David Ellis serves as a trusted advisor to the Los Angeles County Office of the Public Guardian and contributes to continuing education programs for professional organizations. We prioritize tax compliance while ensuring clients pay only what is legally required, combining technical proficiency with personalized service.Our commitment to community impact is reflected in the co-founding of The Women's Tax Resolution Center, supporting low-income women in resolving tax challenges. Through strategic tax planning and audit defense, we address complex financial situations with precision and integrity. Our team's deep understanding of tax law and probate litigation enables us to deliver actionable insights for clients navigating intricate tax obligations. By maintaining a focused practice, we cultivate specialized knowledge that directly benefits our clients' financial well-being. Our legacy of excellence continues through proactive client education and advocacy in tax-related matters.
Services
General Tax Preparation
Divorce Tax Matters
IRS Representation
Trust & Estate Tax
Forensic Accounting
Details
- Year established: 1964
Highlights and features
- Over 30 years of specialized tax expertise in divorce and estate matters
- Recognized advisors to the Los Angeles County Office of the Public Guardian
- Co-founders of a nonprofit dedicated to tax resolution for low-income women
- Comprehensive IRS representation and audit defense services
- Tailored tax planning for individuals and businesses since 1964
Services
General Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring accurate compliance with federal and state tax regulations. Our team stays current with evolving tax laws to identify deductions and credits that minimize liabilities. Clients benefit from personalized consultations to address specific financial situations and long-term tax planning strategies.
Divorce Tax Matters
Specialized tax services for divorce and marital separation cases, including innocent spouse applications and property division analysis. We assist with tax implications of alimony, child support, and asset transfers while advocating for equitable outcomes. Our expertise extends to forensic accounting for complex financial disputes during divorce proceedings.
IRS Representation
Professional representation for IRS audits, offers in compromise, and installment payment plans. We negotiate with tax authorities to resolve back taxes, penalty abatements, and collection disputes. Our proactive approach includes audit defense strategies and voluntary disclosure programs to achieve favorable settlements for clients.
Trust & Estate Tax
Comprehensive trust and estate tax planning, including gift tax compliance and probate tax filings. We guide executors and trustees through complex tax requirements for estate administration. Services include preparing estate tax returns, calculating generation-skipping transfers, and minimizing tax burdens for beneficiaries.
Forensic Accounting
Forensic accounting services for divorce proceedings and debt collection cases, focusing on asset tracing and income verification. We analyze financial records to uncover discrepancies and provide expert testimony when required. Our work supports legal teams with quantifiable evidence for equitable property division and spousal support determinations.
People
David Ellis
Managing Partner
David Ellis, CPA, has over 30 years of experience in tax matters, specializing in divorce, trust/estate, and corporate taxation. He advises the Los Angeles County Public Guardian and co-founded The Women's Tax Resolution Center. David contributes to professional education programs and holds a BA from USC.
Questions
What tax services do you specialize in?
We specialize in individual and business tax preparation, IRS representation, divorce-related tax matters, trust/estate tax planning, and forensic accounting for legal cases.
Do you handle IRS audit representation?
Yes, we provide comprehensive IRS audit defense, including offers in compromise, installment agreements, and penalty abatement negotiations to resolve tax liabilities.
Can you assist with divorce-related tax issues?
Yes, we specialize in tax implications of divorce, including innocent spouse applications, property division analysis, and forensic accounting for financial disputes.
Do you offer services for estate tax planning?
Yes, we provide trust and estate tax compliance, gift tax reporting, and probate tax services to minimize tax burdens for executors and beneficiaries.
Are weekend appointments available?
Yes, we offer Saturday appointments by request to accommodate clients' schedules outside regular business hours.
What is your nonprofit involvement?
We co-founded The Women's Tax Resolution Center, providing tax resolution assistance to low-income women in Los Angeles County facing financial hardship.
