Downtown Tax Service
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Daniel J. Coles, EA
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Danielle A. Nava, EA
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all years, all states, all at your comfort
OUR SPECIALTIES
Out Of State Returns
We provide detailed information on out-of-state filing requirements. Do you have a rental property in Wisconsin? We can assist. If your W-2 was coded incorrectly, leading you to file a New York non-resident return, we have the expertise to guide you through it. No matter the situation, we know precisely how to help.
Late Filing
Life is complicated, things happen, and filing anxiety is real. You can count on us to help you seamlessly get back into filing compliance. We are versed in the Fresh Start Program.
Investment Properties
Real estate is a wise long-term investment, but managing and reporting rentals can be tricky. Tracking depreciation and expenses is our expertise. We are also proficient in reporting 1031 exchanges and other complex filings.
Virtual Filing
We recognize that not everyone has time to visit our office in person. That is why we provide virtual filing options. With our secure server, you can upload, review, and sign documents at your convenience, whenever it suits you.
Small Business & Corporate Returns
Our office specializes in entrepreneurship. Running a business can be overwhelming as it, and corporate returns can be hard to understand, let alone prepare. Our exceptional knowledge on the subject ensures your business stays in compliance. We will help you categorize expenses and guide you through the network of filing requirements.
Estate & Trust Returns
Losing a loved one is already challenging, and managing their final tax return and trust return should not add to the burden. We handle estates of any size and will support you every step of the way.
RSU's, ISO's, ESPP
The Bay Area is indeed the hub of technology. Each year, we assist hundreds of clients with their stock sale reporting and AMT tracking. Our comprehensive tax planning services for stock vesting and estimated tax payments ensure that reporting your stock options is a seamless process, not a chore.
Representation
No one enjoys communicating with the IRS—except for us. From handling correspondence audits to meetings with revenue officers, we have experienced it all. Our office offers a smooth representation process and is fully authorized to assist you throughout your entire interaction with the IRS.