Learn More About Our Services


Tax Preparation Services

Business Tax Returns

Small business tax return preparation and filing instructions is a core service offered to our clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize the tax owed. Over the years, 100's of small business Federal and State tax returns have been prepared for both service and manufacturing company clients.

Individuals

A core specialty is the preparation of tax returns for individual taxpayers. Over the years literally 1000's of Federal and State returns have been prepared and filed.

Tax Planning

Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Other Services

Financial Planning

Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.

Zero Capital Gains

 

Secret Capital Gains Tax Saving Ideas

Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell due to the significant capital gains tax liability that can result. We offer an attractive alterantive which can dramatically decrease or eliminate the capital gains taxes that would otherwise be recognized in the year of the sale.

We apply tax strategies that allow the seller to achieve signifcant tax deferral benefits.

The process starts with a detailed consultation were we gather appropriate details of the transaction to determine if it is suitable, as well as what the potential benefits would be to the taxpayer. Then if sufficient benefits can be obtained for the taxpayer, the process can proceed.

By utilizing great tax strategies, there is like no capital gains tax immediately owing, and no capital gains tax liability from the sale of the asset.

Primary Benefits:

  • TAX DEFERRAL
  • LIQUIDITY AND DIVERSIFCATION
  • MAINTAIN FAMILY WEALTH
  • ESTATE TAX BENEFITS
  • ALTERNATIVE TO 1031 EXCHANGE
  • FLEXIBLE PAYMENT OPTIONS TO YOU
  • ENHANCED RETIREMENT INCOME
  • ASSET PROTECTION
  • PROBATE AVOIDANCE
  • ANONYMITY

 

Are you concerned about being killed with taxes if you sell your property, business or highly appreciated assets?

Give us a call to find out how much you can save on capital gains taxes.

 


Accounting Services

Bookkeeping

Timely, efficient bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.

Send Us a Message

We would love to hear from you!

909-274-9890 henry@dstsllc.com

PO BOX 1266, Claremont, CA 91711

Get clarity on your tax and accounting situation