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Individual Income Tax Preparation and Planning

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Fullerton Business Service is proud to provide individuals with expert, personalized tax-saving services that let you keep more of your earnings.
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Tax Preparation and Planning

We’re happy to help with:

  • Compliance with IRS and multi-state tax forms and filing requirements
  • Tax-saving strategies for your current and future taxes
  • Personalized tax estimates to help you plan
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Trust and Estate Tax Services

We provide full-range services, including:

  • Understanding and filing IRS forms 1041 (trust), 706 (estate) and 709 (gift)
  • Trust and estate planning strategies to reduce tax liability
  • Advice on business succession planning, property transfers, and charitable giving
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Our Promise

  • No surprises: We provide quarterly or annual income tax projections tailored to your finances.
  • By the book: Our strategies are designed to minimize taxes while maintaining compliance with the tax code to our clients’ advantage.
  • Your future in mind: We consider your retirement plan and compensation planning to minimize current taxes.
  • Your business is our business: Many of our individual clients are also our business clients, utilizing our personalized business tax prep and planning services.
  • We’ve got your back: We offer representation services for audits before the IRS and state and local tax authorities.

Fullerton Business Service for individual tax prep and planning is:

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Transparent

With our local tax experts, you’ll get nothing but straight talk. We provide personalized services that cross all t’s and dot all i’s, all while leaving you with the most earnings possible.
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Approachable

We won’t just be there for you come March or April – we’re here year-round to answer questions and provide quarterly or yearly estimates and general planning services.
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Price-Competitive

You’re paying enough as it is in taxes without having to deal with exorbitant filing fees. We offer electronically-filed tax preparation services at affordable rates, so you can rest assured your taxes are filed quickly, correctly, and securely without breaking the bank.
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Knowledgeable

Our experienced professionals have the ability to communicate complex tax issues into understandable concepts to help our clients make the most prudent decisions regarding their tax returns.