Incompass Tax, Estate & Business Solutions

Radio and television advertising for tax relief has made many people wary of tax firms, and this North Highlands practice goes out of its way to distinguish itself from that. Incompass Tax, Estate & Business Solutions says it is not a sales organization but a firm with experts on staff who personally work on a client's IRS and state tax problems. Its clients include firms of every size, salaried employees and households around Sacramento, served in person, online or remotely.

Taxes for individuals and families

Tax preparation sits next to planning work: the firm mentions advice on tax-advantaged ways to save for children's education, and says it is strong in personal taxes, trusts, estate planning and audit protection. It also offers audit insurance alongside its tax services. Clients who suspect they overpaid in earlier years can bring prior returns for a review, after which the firm says it will look for savings and help file to recover money from the IRS.

Accounting and bookkeeping for businesses

North Highlands is the base for online, remote and virtual accounting and bookkeeping, which the firm offers as a lower-cost route than employing an accountant directly. Part-time CFO services let a business borrow the time of an experienced finance specialist on cash flow and risk, a pressure it describes as one of the biggest facing California companies. Payroll is handled too, so that owners do not have to move money between systems.

Entities, compliance and HR

The firm sets up a client's business entity and then maintains it properly, and runs an HR compliance program for clients under the same roof. It describes its small business offer as turn-key business management with tax services, and it speaks to real estate investors in particular, who face their own regulations and tax rules.

Articles on tax topics

Its site carries pieces on business tax strategies that rarely get discussed, on how to avoid becoming a victim of tax preparation scams, and on what to expect when a tax bracket changes. The firm's own summary of its aim is to save owners time and trouble and to give them the maximum protection the US tax code allows.