HOW WE HELP PEOPLE
We work with great people. Everyone’s situation is different and unique. It’s important that your taxes are handled with a level of attention that puts you and your priorities first. We will work hard to ensure that you get the support and resources you need to feel confident that you are prepared to face today’s tax landscape.
TAX PREPARATION AND FILING
-Navigate the IRS tax filing process easily
-Ensure that your filing status is advantageous to your situation
-All sources of income: W2s, 1099s, K-1s, Royalties, etc.
-Consult with our team to select the correct tax withholding
-Timely filing and payment process guidance
-Enrolled agent supervisory oversight provided for all filings
ADVANCED TAX STRATEGIES
-Stock options, awards, and grants
-Executive compensation strategies and navigation
-Ultra and high net worth tax strategy planning
-Thorough estate tax analysis and problem-solving
-Tax-focused legacy planning to maximize your estate
-Charitable gifting strategies that make a difference
NEW VENTURES
-Business startup and entity election guidance
-Registering your business with the right agencies
-Staying compliant with local, state, and federal tax law
-Small Business tax preparation and filing
-Bookkeeping and accounting services
-Quickbooks integration with your business for efficient record keeping
PLANNING YOUR EXIT
-Exit planning strategies to minimize tax liabilities
-Succession structure and transfer of ownership efficiency
-Multi-party dealings and boardroom tax guidance
-Business sale navigation and purchase/sale modeling
-Golden parachute and executive compensation
AUDIT DEFENSE
-We have experience in handling hundreds of audits each year
-Our tax experts help you design and coordinate your audit defense
-We handle all interactions with the IRS and your state tax agency
-We facilitate all follow up to encourage a smooth process
-Expertise and experience help ensure that you only do this once
-Never pay more than you rightfully owe
Company Details
- Employees
- 2
- Founded
- -
- Address
- La Habra Heights, California 90631, Us
- Industry
- Accounting
- NAICS
-
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesOffices of Certified Public AccountantsTax Preparation ServicesPayroll ServicesOther Accounting Services
- Website
- http://www.lisabrugmanea.biz
- Keywords
- Tax Preparation, 83(b) Election, Executive Bonus Plans, Employer Stock Option Plans, Qualified Business Income Deduction, Business Set-up, Ongoing Business Tax Strategies, Tax Saving Strategies, and Rental Real Estate Options - STR, LTR, BRRRR, etc.
- HQ
- La Habra Heights, California
Lisa Brugman Ea & Associates Questions
Lisa Brugman Ea & Associates's website is http://www.lisabrugmanea.biz
Lisa Brugman Ea & Associates's LinkedIn profile is https://www.linkedin.com/company/lisa-brugman-ea-associates
Lisa Brugman Ea & Associates has
2 employees.
View email and phone details for 2
employees at Lisa Brugman Ea & Associates.
Lisa Brugman Ea & Associates's industry is
Accounting
Lisa Brugman Ea & Associates's top competitors are
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Lisa Brugman Ea & Associates's categories are Accounting
Lisa Brugman Ea & Associates's founding year is 2017
