Jackson and Associates Tax & Accounting
Here to help with your tax and accounting needs.
Contact: Karen M. Jackson, CPA
805-415-2344
kmjacksoncpa@gmail.com
131 W. Avenida de las Flores
Thousand Oaks, CA 91360
Areas of Practice
01
Tax preparation:
Centering on client needs, we take a proactive approach to tax services by keeping current on new tax laws and legislation.
We offer tax preparation services for the following entities: C Corporations, S Corporations, Partnerships, LLCs, Estates, Trusts, Exempt Organizations, Personal income tax returns that include any and all applicable states.
02
Tax Planning:
We offer corporate and personal income tax planning advice in conjunction with periodic review of financial statements including officer compensation review and analysis to ensure the best tax benefit to the business and to the individuals who own the business.
03
Accounting and bookkeeping:
We assist new start-up businesses with compliance maintenance, assist in inventory set up, general Quickbooks set up including chart of accounts creation and general inquiry assistance.
We perform all facets of general accounting processes and clean-up of accounting systems. We are also available for telephone consultation for accounting and Quickbooks inquiries.
04
Financial Statement Audits:
Our accounting services include preparation of compilations, reviews and audited financial statements all of which are performed according to GAAP and GAAS and are prepared in compliance with industry standards. We also provide on site inventory observation when needed during the financial statement audit process.
05
Tax Representation:
We offer tax representation for notices and audits in relation to the Internal Revenue Service and state taxing agencies.
06
Annual Compliance:
We help your business stay compliant by preparing and filing annual 1099 forms, secretary of state filings and applicable city business license filings.
