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OUR SERVICES

IRS / State Tax Resolution

With over 10 years of Tax Relief experience, our experts will help you protect your account with the IRS/State. Using the right strategies, we can assist with stopping wage garnishments and bank levies from happening, assist with tax audits, and negotiate the best resolution for you. 

Tax Planning

If you're looking for someone to not only file your personal and/ or business taxes, but also help you maximize your saving opportunities through year-round check-ins to provide tax strategies and planning - we're here to help! With the right planning throughout the year, you will not only save money but also save a headache with preparation at the last minute. 

Bookkeeping

Feeling overwhelmed with monthly bookkeeping or feeling like your books are a mess? Or worse, non-existent? No worries - we can help. We provide monthly real time data to show you how you're really doing, in a way you can actually understand. All transactions are professionally coded and reviewed on a monthly basis. This will help with properly providing quarterly estimated tax payments so you are compliant and prepared for year end-taxes.

Bank Reconciliation

Bank reconciliation is a way to double check your bookkeeping. We can go back and compare your business accounts against your bank statements. Both sets of records should agree with each other. If not, we can figure out why and find a solution. 

Individual Consultations,
Entity Set Ups and more.

Don't know where to start with starting a business? Need help with starting an Entity and having the right documentation to set you up for success? We can help with this. Schedule a consultation call today to go over the proper steps with starting a new business. We can also help with Grants that are available in your area

New! We Now Have Licensed Representatives specializing in:

CALSTRS & CALPRS CERTIFIED EXPERTS
IRAS AND ROTH IRAS 
LIVING TRUSTS
401K * 457 * 403B *
LIFE INSURANCE
HEALTH CARE
LONG TERM CARE INSURANCE
ESTATE PLANNING 

 

DISCLAIMER School Employee Benefits LLC and the owners of this website do not solicit or sell any financial or insurance products. This website is intended to connect people with representatives who are licensed in their state to answer financial, tax and insurance questions. School Employee Benefits LLC and the owners of this website are not associated with CALSTRS or CALPERS and are not affiliated with any government program of the United States of America.

Copyright 2021 School Employee Benefits LLC

IRAS AND ROTH IRAS

LIVING TRUSTS

ESTATE PLANNING

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