Our Services
Tax Services and Planning in the San Gabriel Valley
Tax Services
We provide tax preparation services for S and C corporations, Partnerships and Limited Liability Companies, Estates and Trustees and their related owners. Should you receive a notice from a taxing authority, we can review, respond and represent you if needed. Our team is composed of knowledgeable tax professionals that will assist you in navigating through the tax issues related to and intricacies of these returns.
Tax Planning
Tax planning is an important part of financial health. Whether you are an individual or a business owner, figuring out the best way to minimize tax exposure and understand your options is of utmost importance. We meet with clients on a regular basis to ensure we develop a personalized tax plan to place you in the most advantageous tax position before a transaction is finalized.
Tax Consulting & Advisory Services
At the initial step of starting your business, we will guide you through the selection of the best business entity to meet your goals. As a business grows, we can assist with mergers and acquisitions. When it is time to retire or sell your business, we are here to assist with succession planning and the sale.
Payroll
Have you grown and now need to hire your first employee? We can guide you through the state and federal registrations and ensure that you are compliant with this process. We use both cloud base and desktop platforms to customize according to your business needs.
Accounting/Quickbooks
Bookkeeping is a crucial process for any company, big or small. Recording income, sales, purchases and payments and keeping records of all transactions in a safe and secure environment is a must. Intuit's QuickBooks is an accounting software that is extremely popular amongst small, medium and large sized business owners.
Other Services
• Retirement planning for your business and you as business owner. • Business ratio reviews • Cashflow planning • Payroll Protection Program – analysis and forgiveness application completion.
ABOUT US
Meet Mary Bermudez
A Certified Public Accountant (CPA) with a Master of Science in Taxation (MST), Mary Bermudez has the experience and expert skill to represent, advocate, and manage your business taxes, accounting, and payroll. Whether navigating IRS audits or managing books, let our years of experience save you time and money. At Insight Tax, you can trust that you are in the hands of a truly competent and experienced professional.
We had a string of bad accountants, costing us thousands, until we finally came across Insight Tax, CPAs. They were willing to work with a small family business and do amazing, consistent work. They are the MOST EFFICIENT accountants we have ever had and have saved us so much on our taxes.
I have used Insight Consulting, for several years now. I had tried several accountants in the past and did not have positive experiences. Insight Consulting changed that for me! I am a small business owner and use them for my business and personal taxes. They have given me personal treatment and have been very responsive when I have questions. I have recommended Insight Consulting to family and friends.
LATEST NEWS
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Dec 2020 | Mutual Funds, Intrafamily Loans, and Opening a Bank
Handle Mutual Funds Carefully at Year End As we approach the end of 2020, now is a good time to review any mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips. Avoid surprises Unlike with stocks, you can’t avoid capital gains on mutual funds simply […]
Nov 2020 | Catch-up Contributions and Business Property Remediation
Catching Up On Catch-up Contributions When it comes to retirement planning, many people tend to focus on two things: opening a retirement savings account and then eventually drawing funds from it. However, there are other important aspects to truly doing everything you can to grow your nest egg. One of them is celebrating your 50th […]
Oct 2020 | Cost Segregation and Wash Sales
Is it time for a cost segregation study? Because of the economic impact of the COVID-19 crisis, many companies may want to conserve cash and not buy much equipment this year. As a result, you may not be able to claim as many depreciation tax deductions as in the past. However, if your company owns […]
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