Services

Fortunate Fields, Inc provides the following tax and business services:

  • Personal income tax planning and return preparation (federal and all US states.)
  • Special expertise in same gender couples – legally married and/or registered domestic partners
  • Consultations to individuals regarding estimated taxes and future tax planning needs and considerations
  • Business income tax planning and return preparation
    • S-corporation, C-corporation, and LLC/partnership federal and state income tax returns
    • Consultations to individuals regarding estimated taxes and future tax planning needs and considerations
  • Nonprofit information return preparation
    • Forms 990, 990-EZ, 990-N, 990-PF, 990-T federal information returns
    • All US states information returns
  • Representation before IRS and other taxing agencies
    • Correspondence and in-person respresentation
    • Examination (audit) of individual and business returns
    • Appeals matters related to individual and business returns
    • Collections matters related to individual and business returns, including Collections Due Process/Collections Appeals Process hearings and Offer in Compromise matters
  • Guaranteed accurate payroll service
    • Calculation and remittance of wages and tax liabilities
    • Enrollment in and use of electronic tax payment and reporting systems
    • Direct deposit and secure storage of payroll reporting data
  • QuickBooks setup, coaching, support
    • Guidance and support to small businesses and nonprofit organizations with QuickBooks selection, installation, software setup, account setup
    • Periodic coaching and training on how to work in QuickBooks
  • Consultations regarding choice of business structure and entity selection based upon tax perspective
    • Incorporation services
    • Assistance with recordkeeping and compliance matters for entities
  • Bookkeeping and reporting services for small businesses, nonprofit organizations, and individuals
  • Notary public service
    • California Notary Public can notarize all documents requiring notary signature