Tax Preparation Services in Santa Cruz County
Bannon Tax Services provides professional tax preparation, tax planning, and IRS representation for individuals, small businesses, S-Corporations, rental property owners, trusts, and estates throughout Santa Cruz County. Based in Aptos, I serve clients in Aptos, Rio Del Mar, Capitola, Soquel, Santa Cruz, and surrounding communities.
Individual Tax Preparation
Federal and California individual income tax returns, including investments, stock sales, retirement income, significant deductions, rental property, self-employment income, and multi-state tax issues.
Small Business & S-Corporation Tax Preparation
Tax return preparation and planning for sole proprietors, LLCs, partnerships, and S-Corporations, including shareholder basis, owner compensation, distributions, business deductions, and year-round tax strategy.
Rental Property Tax Preparation
Tax preparation for rental property owners, including rental income and expenses, depreciation, property sales, inherited property, and related tax planning.
Trust & Estate Tax Returns
Form 1041 preparation, beneficiary K-1s, fiduciary deductions, inherited property, distributions, and California trust and estate tax matters.
IRS & California Tax Representation
Help with IRS and California FTB notices, correspondence, penalty abatement, payment arrangements, audit support, amended returns, prior-year returns, and tax resolution strategy.
Tax Planning
Year-round tax planning for individuals and business owners, including estimated taxes, retirement contributions, income timing, capital gains, business decisions, and major financial transactions.
Multi-State Tax Matters
Tax preparation and planning where income, property, business activity, or residency crosses state lines.
Professional Service Rate
Tax preparation and professional tax services are billed at $275 per hour. The total cost depends on the complexity of the return, the condition of the records provided, and the amount of research or additional work required.