Tax and Advisory Services

Comprehensive tax guidance for individuals and businesses—strategic, compliant, and personally delivered by Han S. Kim, CPA, EA, MST

Tax Services
black ceramic mug beside white printer paper
black ceramic mug beside white printer paper

Compliance and planning designed to optimize taxes and ensure accuracy.

IRS Resolution

Professional help to resolve tax notices, audits, and payment issues.

Guidance for entrepreneurs on business formation and growth planning.

Business Consulting

Tax Compliance & Preparation

Accurate filings handled with diligence, clarity, and care.

Business Return Preparation

End-to-end preparation for LLCs, S-Corps, and partnerships, including balance-sheet reconciliation and year-end adjustments to ensure your returns align with accounting records.

Multi-State & Amended Returns

Specialized compliance for multi-state filers or prior-year corrections. Each filing is reviewed line-by-line to avoid carryforward errors and protect against future IRS issues.

Individual Tax Preparation

Professional, accurate filing for W-2 earners, investors, and self-employed taxpayers—completed with careful documentation and full compliance with federal and state rules.

A professional consultant discussing tax strategies with a client.
A professional consultant discussing tax strategies with a client.

Handled personally by Han S. Kim, CPA, EA, MST • Secure portal uploads

Tax Advisory Services

Strategic, year-round tax guidance designed to help you make smarter business and financial decisions, not just file returns.

Two businessmen discussing charts on a laptop.
Two businessmen discussing charts on a laptop.

My advisory philosophy is straightforward: every client deserves accurate data, honest analysis, and proactive communication. I believe tax strategy should be practical, compliant, and rooted in your real numbers — not hypothetical plans that never get implemented.

Advisory begins with the Assessment and continues as an ongoing engagement.

Tax & Financial Position Assessment

The formal entry point to advisory. A structured diagnostic of your returns, entity structure, compensation, and tax position, delivered as a written report with quantified savings opportunities.

Seven Areas Reviewed

Retirement structure • compensation and distributions • entity optimization • deductions, benefits, and credits • real estate tax position • cash flow and estimated tax • exit and succession structure.

Guarantee

If I cannot identify tax savings of at least three times the Assessment fee, the fee is refunded in full. Credited toward advisory if you proceed.

What Happens After the Assessment

Step 1: Tailored Tax Strategy Design
Step 3: Ongoing Monitoring & Review
Step 2: Implementation & Execution

I design a customized plan that aligns with your goals — addressing entity optimization, compensation, and contribution opportunities for measurable impact.

Taxes change — and so does your business. I stay in touch year-round to adjust your plan, review new developments, and ensure your strategy remains compliant and effective.

I guide you through every step — from updating payroll and elections to coordinating with your bookkeeper or payroll provider — ensuring everything is documented correctly.

Specialized Tax and Business Services

Professional solutions for complex tax matters and strategic business decisions.

Business Consulting

From start-up formation to S-Corp salary and growth strategy, I help business owners structure operations for clarity, compliance, and tax efficiency.

Consulting engagements include entity selection, compensation modeling, and annual structure reviews to ensure continued alignment with your goals.

IRS Tax Resolution

When the IRS reaches out, you need calm, experienced representation.

I communicate directly with the IRS or state agencies on your behalf—resolving audits, notices, and payment issues efficiently while protecting your rights every step of the way.

A professional consultant discussing financial documents with a client in a modern office setting.
A professional consultant discussing financial documents with a client in a modern office setting.
A close-up of a calculator and tax forms on a desk, symbolizing tax preparation and planning.
A close-up of a calculator and tax forms on a desk, symbolizing tax preparation and planning.

Not Sure Where to Start? Schedule a Consultation Below

I serve clients across California and select states through secure virtual collaboration. Most consultations are conducted online for convenience, confidentiality, and efficiency through encrypted video meetings and a private client portal.