Tax preparation in Calabasas
Tax returns deserve
a careful review.
MBA Financial & Accounting Solutions prepares individual and business tax returns for clients in Calabasas and the greater Los Angeles area. We help turn your records into a clear filing process, with attention to the facts behind the numbers.
Tax preparation
Preparation built around your situation
Your return should reflect your income, business activity, and supporting records. We review the information you provide, identify questions that need to be resolved, and discuss the filing work included in your engagement. The goal is a complete, well-supported return and a process you understand.
Individual income tax returns
Preparation for individuals, including income from employment, self-employment, investments, and other sources as relevant to your circumstances.
Business tax returns
Preparation for corporations, partnerships, and LLCs. The required return depends on the business and its tax classification.
Amendments and prior-year returns
Support when a previously filed return needs to be corrected or a prior-year return remains outstanding. We review the records and years involved before defining the work.
Estates, trusts, and tax-exempt organizations
Preparation support for these filing needs, with the scope and required documentation discussed for the particular engagement.
What to have ready
Start with your prior-year returns, current income documents, and records supporting expenses or other tax items. Business owners should also gather financial reports and information about significant changes during the year.
We will identify the additional information needed for your engagement and explain how to provide it. A general website inquiry is a place to describe your needs; contact our team for instructions before sending tax documents.
Before filing
Review the return and any questions with the team before authorizing filing. We discuss the filing approach and relevant next steps for the work agreed. No preparation service can promise a particular refund or eliminate the possibility of an audit.
Questions before we begin
Do you prepare both personal and business returns?
Yes. MBA provides individual and business tax preparation. We also offer preparation support for estates, trusts, and tax-exempt organizations. Contact us to discuss your particular return.
Can you help with an amended or older return?
Yes. We can discuss amendments and prior-year returns. Tell us which years are involved and whether you have received any related notices so the work can be evaluated.
Is tax planning included with preparation?
Preparation and planning are different services. Preparation focuses on the return for a tax year; planning looks ahead at your circumstances and decisions. We agree on the scope of each engagement.
How much does tax preparation cost?
Fees depend on the type of return, complexity, records, and work required. An initial conversation helps us evaluate those factors and discuss the proposed engagement.
Connected support for the next step
Tax planning
A forward-looking review of your circumstances and upcoming decisions.
Bookkeeping
Organized transactions, reconciliations, and useful financial reporting.
Business formation
Support for entity decisions, setup, and the accounting that follows.
A clear next step starts with a conversation.
Tell us what you need, what has changed, and any deadlines you are working toward. We will discuss the service and scope that fit your situation.
