Tax support for complex lives, businesses, trusts, and estates.
Bannon Tax Services provides tax preparation, planning, and representation for clients who need experience, accuracy, and clear communication.
Individual Tax Preparation
Federal and state returns involving investments, stock sales, rental property, retirement income, business activity, significant deductions, and multiple states.
Business Tax Returns
S-Corporations, partnerships, LLCs, sole proprietorships, shareholder basis, owner compensation, distributions, and related planning.
Trust & Estate Tax Returns
Form 1041 preparation, beneficiary K-1s, fiduciary deductions, inherited property, distributions, and California fiduciary matters.
IRS & State Tax Representation
IRS and FTB notices, correspondence, penalty abatement, payment arrangements, audit support, and resolution strategy.
Tax Planning
Estimated tax review, retirement contributions, income timing, capital gains, business decisions, and major transactions.
Multi-State Matters
Returns and planning where income, property, business activity, or residency crosses state lines.