Tax Preparation

We provide consulting and advisory services to answer your questions throughout the year. We will also put you on our mailing list to receive timely tax, business, and financial advice.

• Federal (IRS) Tax Returns

• Individuals (1040)

• Partnerships (1065)

• Corporations (1120)

• “S” Corporations (1120S)

• LLC’s (Sch C/1065/1120S)

• Non Profit Entities (990)

• Trusts (1041)

• State Tax Returns

• Individual State Tax

• Business State Tax

Individual Tax Preparation
According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.

Tax Preparation for Businesses
It is important to develop a relationship with a tax preparation firm that understands how your business works. As your trusted advisor, we make sure you stay on top of your tax obligations and avoid penalties and fees that reduce your profitability.

Tax Planning
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. 

We will produce supporting schedules of income, deductions, and available credits and provide you with an analysis of various planning scenarios.  Our services include:

• Business planning and entity formation

• Business financial analysis and strategic planning

• Current/Future year personal tax analysis/forecast

• Individual and family wealth planning

• Self-employed / Sole-Proprietor planning

• Charitable giving strategies

Our tax planning analysis enables us to use varying assumptions to obtain the most beneficial tax results. We will produce supporting schedules of income, deductions, and available credits and provide you with an analysis of various planning scenarios.  Our services include:

• Business planning and entity formation

• Business financial analysis and strategic planning

• Current/Future year personal tax analysis/forecast

• Individual and family wealth planning

• Self-employed / Sole-Proprietor planning

• Charitable giving strategies

Estate & Trust Tax Services
Preparing income tax returns for trusts and estates can be complex and confusing. We have professionals on our team who are experienced in all aspects of trust and estate administration, including the tax and accounting issues unique to trusts and estates.

Tax Relief
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and of course, extremely discreet.

자주 묻는 질문 (FAQ)

Q. 개인 세금보고 비용은 얼마인가요? — Form 1040 기준 $200~$1,000입니다. W-2만 있는 단순 신고는 하한 쪽, 사업소득·임대소득·다주(multi-state) 신고는 상한 쪽에 가깝고, 요금표에서 확인 후 온라인 예약이 가능합니다.

Q. 타주나 한국에 살아도 세금보고를 맡길 수 있나요? — 네. 보안 포털로 서류를 주고받고 전화·화상으로 상담하며, 50개 주 전체와 해외 거주 고객의 신고를 처리합니다. 고객의 80% 이상이 캘리포니아 밖에 있습니다.

Q. 세금보고에 필요한 서류는 무엇인가요? — W-2, 1099, 전년도 신고서가 기본이고, 사업체는 손익계산서와 은행 명세서, 부동산은 임대소득·경비 내역이 필요합니다. 예약 안내 페이지(oklem.com/appointment-requirements)의 체크리스트를 참고하세요.