Robert G. Bartlett, CPA Prepares and Files Taxes

Robert G. Bartlett, CPA Tax Preparation Firm: Providing a Simple and Stress-Free Experience

Tax preparation, planning and problem solving can be a daunting process to undertake. Not to mention the fact that it’s a challenge keeping up with the latest state and federal laws and requirements. That’s why at the Robert G. Bartlett, CPA firm, we aim to make the process as simple as possible for you in addition to providing help with IRS problems. Primarily, it’s our goal to ensure you’re taking advantage of all the tax incentives that are available.

For over 35 years, our experienced and friendly staff has been providing accounting and tax services to individuals. Not only do we know the ins and outs of complex accounting, state, and federal tax laws, but we know lots of legal and ethical ways to safeguard your income and assets from unnecessary tax overpayment. If you have any questions about our tax preparation firm or tax services, contact our friendly CPAs in Woodland Hills or call us today at 818-887-4040.

The long list of expert tax services we can offer you include:

Income Tax Return Preparation

We prepare individual tax returns for all income levels and encourage new clients to call for a free consultation and fee quote. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

We invest heavily in computerized tax preparation and research software so that we can accurately and efficiently prepare returns for various types of entities including: individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We find that tax planning and preparation form a winning combination for our successful individual and business clients.

IRS Representation

During our years of experience dealing with various taxing authorities, we have achieved a level of competence that can ensure you are being properly represented before the federal and state tax agencies. Awareness and consideration of the practical issues are often as important as technical knowledge in securing a positive outcome. Rest assured that our experience will generate favorable results for you.

Resolving Unfiled Returns

We have the ability and resources to prepare any back tax returns, for any year and any type of entity, including out of state returns. If you do not file your back returns, the IRS will prepare “substituted for” returns reporting only your income without any offsetting deductions you may be entitled. This will increase your tax liability and add to the penalties and interest you owe. We can assist you in procuring the back tax data needed to file your returns. Surprisingly, the IRS will work with you once you show them you are attempting to meet your filing responsibilities. Our office has worked with several IRS agents over the years and can make this effort smoother than you may imagine.

IRS Installment Payment Arrangements

During these hard times, many people qualify to pay their income taxes under an installment payment program. We can advise you as to the minimum amount you need pay on a monthly basis. Oftentimes, taxpayers can offer a payment plan that is automatically accepted by the IRS without having to file financial request forms. There are many IRS payment options, and we can discuss all options with you and assist in getting the required IRS approval.

IRS Offers-in-Compromise

The IRS Offer-in-Compromise program allows qualifying taxpayers to settle their tax debts for a reduced amount as a full and final settlement. This “fresh start” approach can save thousands of dollars. We have successfully negotiated many Offers-in-Compromise resulting in substantial savings to our clients. When we work together, we can advise you on your particular situation and the amount to offer in order to achieve a successful settlement.

Estate & Gift Tax Returns

All estates over a certain exemption amount are required to file an estate tax return and pay estate taxes. Gifts over the exemption amount are also taxable and require an annual gift tax return. Our office can assist in both regards. Over the past several years, there have been many changes to the estate and gift tax laws, including the “American Taxpayer Relief Act of 2012” (ATRA). ATRA contains favorable estate tax provisions enhancing a person’s ability to give away part of their estate without any gift taxes. There may also be estate planning opportunities we can assist you with. Our office is experienced in advising on such matters and expert in preparing any gift or estate tax returns required to be filed.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Let us expertly guide you through the complex process of getting your financial affairs in order.

We offer a free initial consultation. Contact our Woodland Hills CPA professionals at our tax preparation firm today or call us with any questions at 818-887-4040.

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Robert G. Bartlett, CPA
Certified Public Accountant
5950 Canoga Ave. Suite 235
Woodland Hills, CA 91367
Phone: (818) 887-4040

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