Tax Strategy Management
We Provide Timely And Reliable Tax Solutions
California State Registered/Certified Tax Preparer.
About Us
Tax20 was formed by Sandeep(Sandy), a leader in the finance and tax industry for more than 20 years, working in Canada, USA and India, with the purpose of helping individuals and businesses save money. Sandy did his MBA from USA and is AFSP – Record of completion certified by IRS. Under his guidance Tax20.com has evolved as a very strong brand in the Finance and Taxation market in USA.
Tax20 has evolved to include a variety of services to get our clients to the next level in their lives. Our team of knowledgeable, competent and experienced CPAs, finance professionals and individual tax filers work to solve the most complex of cases to save you money and give you peace of mind.
If you want to grow your money and live life fully, look no further. We will help you gain financial independence. From the beginning, our investment advisers have followed this simple philosophy: To put your financial well being at the heart of everything we do. We form long-lasting, close-knit relationships with each client, learning and understanding your financial goals and taking them on as our own. We build confidence with conviction, investing our own assets the same way we invest yours. Together, we will develop a plan designed to achieve your objectives and ensure the success and stability of your future.
Tax Services And Investment Management
One Stop Shop For Your Financial And Tax Needs
- Tax Filing (Paper or Electronic).
- Tax Planning.
- FBAR Filing.
- Experts in Individual and small business tax return for LLC, C, S Corp, and Non Profit Organizations.
- Authorized IRS e-Filer, Paper Filer and FBAR Agent.
- IRS Audit Consultation.
- Quick Turnaround on all returns.
- California State Registered/Certified Tax Preparer.
- Open year round.
Tax Filing – Let Us Help You!
- Economical Pricing.
- We take pride in serving each client with full satisfaction.
- We are open and available 365 days a year and do not close after April 15.
- We review each of our return. We stand behind our work, should you have an unlikely IRS audit, we will own the response at all times and help you resolve.
- We can meet you in person, over the phone or Video chat with an appointment.
- Monthly Book Keeping.
AFSP – Record of Completion Certified by IRS
Client representation before IRS.
Additional Services
- Investment Management
- Financial Planning
- Retirement Planning
- College Planning
- Legacy Planning
- Financial Education