Personal and Business Income Tax Returns
We have been doing personal income taxes for individuals and corporations for over 30 years. With our experience, we can help you save time, and make sure you get the deductions you deserve. We will also help with tax planning for future years to ensure your finances are in the best shape possible. We do taxes for every type of client you can imagine: small business owners, partnerships, W-2's, 1099's, K-1's, non-profits, retirement income, real estate income, foreign income, and income from all 50 states. We also do tax returns for all 50 states. We can handle anything you bring to us, and we would love to help you.
From start-ups to established enterprises, businesses rely on accurate and insightful financial information
in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you
closer to these goals with accurate record-keeping and reporting as well as support on financial issues
such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit
and profit-sharing plans.
These services include but are not limited to:
-General ledger and financial statement preparation
-Bookkeeping (Monthly, quarterly, or annual)
-Accounting system setup and support
-Cash flow budgeting and forecasting
-Personal financial statements
-Employee benefit and profit-sharing plans
-Corporate tax planning and return preparation
Management Advisory Services
We focus on building close client relationships that add long-term value.
This includes assuring the solidity of financial records, evaluating financial procedures and
working to produce strategies that help our clients face the myriad of challenges of business
planning and execution. Our clients benefit from objective analysis to assist in controlling costs,
increasing efficiency, and implementing new technologies and procedures that take advantage of
changes in the marketplace, accounting standards, and tax law.
These services include but are not limited to:
-Audits, reviews, and compilations
-Entity selection and restructuring
-Accounting software selection, implementation, and support
-Financial projections and forecasts
-Transaction structuring and negotiations
Our payroll services can help you reduce the time spent on administration through developing and
implementing a computerized payroll system that will facilitate processing, timely payment and
preparation of tax returns.
Employee Benefits, Pension, and Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward maximizing tax advantages.
Estate and Trust Planning and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Professional representation can be useful for many situations and vital during an audit. Our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies.
Financial and Retirement Planning
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment, performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, we can ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
Cash Flow and Budgeting Analysis
Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. We can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Financial Projections and Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. Our firm combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Depending on your needs, our work can range from cash flow reports to detailed financial models.
The range of needs for valuing businesses continues to widen, and we provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, and family limited partnerships.
Quickbooks and Computer Consulting
As technologies advance rapidly, companies increasingly need to update their computer systems, which might include accounting and bookkeeping software. We can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems.
Accounting Software Implementation and Support
Choosing and implementing a new accounting software system can be a challenging undertaking. Our experience with various packages currently on the market as well as awareness of new products allow us to aid you in choosing and implementing a system that will suit your company’s needs. Training and support will ensure minimal disruption of your everyday business processes.
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, we can advise you on choosing an entity type and later restructuring if it’s advantageous.
Wayne W. Smith, C.P.A., has been serving the Conejo Valley for 30 years since his first office located on Westlake Blvd. and the 101 freeway in the 1980s. He was born in the Los Angeles area and is a graduate of California State University at Northridge. He began his career with one of the largest national accounting firms before private industry and going into public accounting. Wayne is licensed to practice in California and is a member of the California Society of Certified Public Accountants. In his free time he enjoys camping and playing pool.
is a Staff Accountant with about 10 years of public accounting experience. He came on board with the acquisition of another C.P.A. firm. He passed the C.P.A. exam several years ago, but still needs some credits to be fully recognized as a C.P.A. His primary focus includes preparing financial statements, auditing, and bookkeeping. In his free time he enjoys singing for fun and collecting coins.
We look forward to hearing from you.
Wayne W. Smith, C.P.A.
AlphaTax Tax Service
215 N. Moorpark Rd., Ste E
Thousand Oaks, CA 91360
Monday to Thursday 10am to 5:30pm
Friday 10am to 5pm, closed Saturday & Sunday
Phone: (805) 496-5005
Fax: (888) 370-5376
The links and websites below might interest you.
IRS Where's my refund?
IRS main website
California Franchise Tax Board
American Institute of Certified Public Accountants
Dave Ramsey gives advice on personal finance and small business, and he has millions of listeners on the radio throughout the United States. We are his Endorsed Local Provider for this area.
For your convenience, we have included below a pdf file that you can fill out on your computer,
then print and bring it with you to your appointment. To make an appointment, simply call (805) 496-5005,
and someone will be glad to help you.
Click Here to Download the 2017 Tax Organizer fillable-pdf file:
2017 Tax Organizer for NEW CLIENTS