Skip to Content
San Francisco Bay Area - San Jose - Sacramento
Content

Tax Preparation & Planning

We also offer proactive tax planning and compliance, including federal, state, and local filings, entity selection analysis, multi-state tax strategy, and payroll and sales tax reporting. With dual licensure as both a CPA and an attorney, Natalya provides clients with a unique advantage, bridging financial expertise with legal insight. This integrated approach allows us to advise on complex matters such as business formation, corporate restructuring, M&A transactions, due diligence, and regulatory compliance.
Female accountant prepares invoice for tex services

At the Law Offices of Natalya Attestatova, CPA, we offer tax services that extend beyond filing deadlines—we focus on strategy, compliance, and long-term financial savings. As both a Certified Public Accountant and licensed attorney, Natalya brings a dual perspective that ensures your tax filings are precise, compliant, and aligned with your broader financial and legal goals.

Comprehensive Tax Preparation

We prepare federal, state, and local tax returns for individuals, corporations, partnerships, LLCs, trusts, and estates. Our tax preparation services are thorough and detail-oriented, ensuring that every deduction, credit, and compliance requirement is properly addressed. We stay up to date with evolving tax laws so our clients can remain fully compliant while minimizing unnecessary exposure or penalties.

We handle:

  • Individual and business tax returns (Forms 1040, 1120, 1120S, 1065)
  • Trust and estate returns (Form 1041)
  • Multi-state and local tax filings
  • Year-end reconciliations and 1099 filings
  • Late, amended, or prior-year tax returns

Strategic Tax Planning

Tax planning is not a once-a-year event, it’s a year-round strategy. We work proactively with business owners, investors, and high-income individuals to develop customized tax plans that align with their financial objectives. Whether you’re navigating entity structuring, planning for a business sale, or anticipating income changes, we help you make decisions that minimize tax liability and support long-term financial health.

Our planning services include:

  • Choice-of-entity and restructuring analysis
  • Retirement, investment, and income tax planning
  • Real estate and passive activity strategies
  • Estimated tax projections and withholding analysis
  • Succession, exit, and legacy planning

Why Choose Us

With Natalya’s background as a former IRS Revenue Agent and her legal experience in tax controversy and business law, we offer more than basic compliance; we provide comprehensive, strategic guidance with the ability to represent you in front of the IRS if needed. Clients benefit from our deep understanding of tax law, our meticulous attention to financial detail, and our ability to deliver proactive, forward-looking solutions.

Let us help you reduce your tax burden, stay compliant, and plan with confidence. Contact us today to schedule a consultation.

Share

Other Services