Tax planning & preparation
Tax planning & preparation
Business and individual tax returns and year-round planning from Alexa Heter, a licensed tax professional with 18 years of accounting experience.
What we do
Tax work done by someone who knows your business
Business, trust & nonprofit returns
Returns for partnerships, S corporations, C corporations and LLCs, plus trust returns (Form 1041) and nonprofit returns (Form 990).
Individual tax returns
Personal returns (Form 1040), including business owners, rental owners and complex situations.
Year-round tax planning
Planning before year end, not just filing after it, so there are fewer surprises.
Construction & contractors
Equipment, vehicles, subcontractors and the tax questions specific to the trades.
Rental & real estate
Depreciation, cost segregation and 1031 exchanges, with your books and return handled in one house.
Bookkeeping + tax
When we keep your books all year, your return comes together faster and more accurately.
Industries
Returns we prepare often
We have experience with a wide range of industries. Just ask.
- Construction and contractors
- Real estate professionals and rental owners
- Medical practices and professional services
- Wine and wedding industries
- Restaurants and retail
- E-commerce, gyms and fitness
- First responders and security contractors
Cost segregation
Depreciate your property faster
An in-house cost segregation study can move appliances, flooring, furnishings and site improvements onto 5-, 7- and 15-year schedules, for bigger deductions in the early years.
Case study
$1.2M off a developer's tax bill in one year
How cost segregation, a deferred gain on a property sale and corrected past returns lowered a real estate developer and investor's tax bill by about $1.2 million.
Your information stays here
We don't send your work overseas
Many accounting firms outsource bookkeeping and tax prep to offshore teams, which means asking you to sign a consent form so your tax information can be sent outside the U.S. We don't. Everything stays in house with our team here in San Luis Obispo. We do the accounting and tax work ourselves. There's no third-party authorization to sign, and your financial information doesn't end up with strangers in another country.
Questions
Common questions
Are you taking new tax clients?
Check with us! We limit the number of clients at our practice, but our bookkeeping clients always get a guaranteed spot.
Do you outsource any work overseas?
No. Everything stays in house with our team in San Luis Obispo, and we do the accounting and tax work ourselves. Firms that use offshore preparers have to get your written consent before sending your tax information outside the U.S. With us, there's nothing like that to sign.
How is tax work priced?
Tax preparation and planning are billed at an hourly rate, separate from our flat-rate bookkeeping plans. Your first consultation is free.
Ready to talk?
Your first consultation is free. Send us a note or email alexa@heteraccountancy.com.