Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

At Sikka & Associates, your tax return will be checked and rechecked by our computer software and a tax consultant identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts. We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.

Tax Services for Businesses and Individuals
Tax Planning Tax Preparation
Tax Problem Resolution Tax Audit Representation

Tax Planning

For your Business and personal taxes, our goal is to arrange your financial affairs so as to minimize your tax liability and avoid any future tax problems. We educate our client with our wealth of knowledge about tax environment on your unique individual situation to help you make better business and personal decisions. We personally meet with you to discuss, review and evaluate your income tax return and find your missed opportunities that resulted in a higher tax liability than you wanted!

With more than 20 years industry experience, our clients are confident in our ability to assist them with a variety of financial matters. Our core business philosophy is based on developing long-term professional relationships with our clients, and earning their trust as their number one source for tax and financial concerns.

As trusted consultants and advisors, we work closely with our clients to develop planning strategies that help them achieve their short and long-term financial goals. More importantly, they depend on our knowledge and commitment to helping them obtain and maintain the financial freedom and security they deserve.

Tax Preparation

For over 20 years, KJ Sikka has worked with individuals, family-owned and mid-sized businesses for tax preparation. With the size of our firm and with our high degree of tax preparation experience, we can handle all of your tax needs. At Sikka & Associates, we take pride in our high quality tax services. It’s important to file accurate and timely tax returns however, tax planning occurs throughout the year to minimize tax liability or to obtain the maximum possible refund. We apply our knowledge, experience and use every legal resource to keep more money in your pocket while preparing your tax return.

We can conduct your tax preparation interview either in person, by mail, or e-mail – whichever is most convenient for you.Whether you need current year tax service, or happen to be a few years behind, the professional team at Sikka & Associates can assist you with your tax preparation needs.

Tax Problem Resolution

At Sikka & Associates, our tax consultants can help you with any IRS notices, disputes, prior year non-filed returns and more. We understand that time is of the essence and delays will cost you more in penalties and interests. Unresolved tax problems can result in IRS liens or levy’s on your property. We can quickly assess your situation and assist you with gathering important documents necessary for compliance. In all income tax matters—such as individual, partnership, or corporation, our team is skilled and prepared to negotiate with Federal or state authorities on our client’s behalf. We give each client the individualized attention they deserve to resolve matter with Federal or State government agencies, so you can focus on your personal or business affairs.

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

Tax Audit Representation

No one wants to go through an audit. The first line of defense is to avoid one, but if you are audited, it’s not so bad when you know everything is in order and you have a representative with experience and credibility.

The IRS examines returns for a variety of reasons and they may use different ways to conduct the examination. Although you are concerned about the audit, this doesn’t necessarily mean its time to panic. In many cases the IRS is looking for missing information or documentation.

The following are some of the reasons why a tax return could be audited:

a. An IRS computer program may have selected your return due to a high numeric score after it was processed.

b. A return may also be selected because of information from third party documentation, such as forms 1099 and W2, that do not match the return.

c. There could have been a questionable treatment on the return.

d. A return maybe selected because of information received from other sources on potential noncompliance with tax laws or inaccurate filing.

To deal effectively and efficiently with tax authorities requires highly specialized knowledge in order to ensure the process runs as smoothly as possible. Our Federal license allows us to meet with the revenue agent on your behalf, work with the agent to resolve your issues, and you may never need to even meet the agent yourself. At Sikka & Associates, our services will be based entirely upon your needs for representation. With a focus on getting you and your business through this audit process in as stress-reduced manner as possible.Our goals are to effectively represent your best interests to the IRS or other government agency conducting the audit. As a taxpayer, you have the right of due process, fairness and representation.

DISCLAIMER

U. S. Treasury Circular 230 Notice: Any tax advice contained in this website was not intended or written to be used, and cannot be used, for the purpose of: (a) avoiding penalties that may be imposed under the IRS Code or by any other applicable tax authority; or (b) promoting, marketing or recommending to another party any tax-related matter addressed herein. We provide this disclosure to assure compliance with new standards of professional practice, pursuant to which certain tax advice must satisfy requirements as to form and substance.