Tax Preparation
Comprehensive tax preparation for individuals and businesses of every entity type — sole proprietorships, partnerships, corporations, and trusts — with proactive planning to minimize liability and maximize deductions.
Everything from filing
to forward-looking planning.
Individual Returns
Personal federal and state tax returns prepared accurately and filed on time. Jack reviews your full financial picture to identify every deduction and credit you qualify for.
Business Returns
Tax preparation for sole proprietorships, partnerships, S-corporations, C-corporations, and LLCs. Jack understands the unique filing requirements for each entity type.
Secretary of State Filings
Entity registration, annual statement filings, and compliance paperwork handled directly — keeping your business in good standing with California.
Proactive Tax Planning
Year-round guidance on deductions, estimated payments, and tax-saving strategies — not just once a year. Jack helps you plan ahead so there are no surprises.
Trust & Estate Returns
Tax preparation for trusts, estates, and fiduciary returns. Jack handles the complex filing requirements with the same personal attention he gives every client.
Amended & Prior-Year Returns
Need to fix a previous filing or catch up on unfiled years? Jack handles amended returns and prior-year filings to get you back on track with the IRS and state.
Every entity type. One trusted CPA.
Individuals
W-2 employees, retirees, self-employed professionals, and independent contractors throughout Santa Clarita Valley.
Sole Proprietors
Single-member LLCs and sole proprietorships with Schedule C business income and expenses.
Partnerships
Multi-member LLCs and general partnerships requiring Form 1065 and K-1 distributions.
S-Corporations
Small business corporations with pass-through taxation and reasonable compensation requirements.
C-Corporations
Established corporations with complex deductions, depreciation schedules, and compliance needs.
Trusts & Estates
Fiduciary tax returns for family trusts, estates, and conservatorships.
Simple, personal, and
always thorough.
Gather Your Documents
Jack sends you a personalized prep checklist well in advance. Upload documents securely through the Liscio portal or drop them by the office.
Jack Prepares Your Return
Your return is prepared personally by Jack — not handed off to junior staff. He reviews every detail and identifies opportunities you might have missed.
Review Together
Schedule a brief review meeting (in person, by phone, or video) to go over your return, answer questions, and discuss any planning opportunities for next year.
File & Plan Ahead
Jack e-files your return and sets up quarterly estimated payments if needed. You'll also receive proactive reminders and year-round access for questions.
Ready to get your taxes done right?
Start with a free 30-minute consultation. Tell Jack about your situation and he'll outline exactly how he can help.