Tax Preparation for Complex Tax Situations in Santa Cruz County
Bannon Tax Services works with individuals and business owners throughout Santa Cruz County who want direct access to an experienced Enrolled Agent and personalized tax guidance. Based in Aptos, I serve clients in Aptos, Rio Del Mar, Capitola, Soquel, Santa Cruz, and surrounding communities.
Small Business Owners
S-Corporation shareholders, partners, LLC owners, independent contractors, and sole proprietors who need coordinated business and individual tax preparation and planning.
Investors & Active Traders
Taxpayers with stock sales, capital gains and losses, investment income, complex basis issues, significant transactions, or active trading activity.
Trustees & Executors
Clients responsible for trust or estate income tax filings, beneficiary K-1 reporting, inherited assets, fiduciary deductions, distributions, and property sales.
Rental Property Owners
Tax preparation involving rental income, depreciation, improvements, passive activity rules, property sales, inherited property, and multi-state rental activity.
Retirees
Tax preparation and planning involving retirement income, required minimum distributions, Social Security, investment sales, estimated taxes, and inherited assets.
Clients With IRS or FTB Notices
Individuals and businesses who need careful review of an IRS or California Franchise Tax Board notice, help understanding the issue, and a clear response or representation strategy.
High-Income & Complex Individual Returns
Individuals with multiple income sources, investments, rental property, business interests, significant deductions, multi-state filing requirements, or major financial transactions.
Clients Needing Year-Round Tax Planning
Individuals and business owners who want proactive tax planning during the year instead of waiting until tax season to discover an avoidable tax problem.
Clients Who Want Personal Service
People who prefer working directly with one experienced tax professional who understands their situation, answers questions clearly, and does not pass their work from person to person.