Huntington Beach Tax Professionals

Tax Compliance Assessment® - Federal & State - for Small to Mid-Sized Businesses

Any California business owner understands the difficulty, if not impossibility, of complying 100% with federal and state tax laws.  Alone, the IRS has over 70,000 pages of tax instructions and they are only one arm of the government.  California businesses are required to also meet the tax and reporting laws enforced by the Franchise Tax Board (FTB), Board of Equalization (BOE), Employment Development Department (EDD), counties, and municipalities. 

Each year, the IRS examines 1.4 million tax returns, the FTB examines 314,000+ tax returns, and the BOE makes 70,000 business inquiries.  This doesn't even include the EDD, counties, and cities.  So how does a law-abiding business owner appease all these tax enforcers?  The answer is to be proactive.  Simply having good intentions and hoping for the best is not enough.

With this reality in mind, we have created a proprietary program - Tax Compliance Assessment® - to protect small and mid-sized businesses like yours.

Protect Your Business from the Tax Authorities

View Assessment Sample 

NOTE: The Tax Compliance Assessment® is proprietary to Yorktown Main and may not be copied, re-distributed, modified, or used without permission in any way.

Procedure and Fees

The assessment entails an on-site visit examining various aspects of the business, after which a grade report will be prepared, highlighting weak points and making recommendations and suggestions for future improvement.

We charge a fee of $1500 & up for the assessment, depending on the type of business. This can be seen by business owners as a worthwhile investment in the protection of their business.

The on-site visit will include, but is not limited to - an interview with the business owner, examining prior year tax returns, going over financial and payroll documentation, etc.

Areas of Examination

We examine and rate your business on 20 different parameters (each on a scale of 1 to 5):

  1. Entity
  2. Banking
  3. Bookkeeping
  4. Record Retention
  5. Separation of Duties
  6. Income
  7. Inventory/COGS
  8. Expenses
  9. Depreciation
  10. Medical

11. Payroll

12. Employee Classification

13. Information Returns

14. Withdrawals/Distributions

15. Prior Year(s) Reporting

16. Franchise Tax Board

17. Board of Equalization

18. Employment Development Department

19. Retirement Planning

20. Examination Techniques

Contact us today to learn more

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19900 Beach Blvd Ste E, Huntington Beach, CA 92648

19900 Beach Blvd, Suite E,
Huntington Beach, CA 92648

(949) 625-4271