Tax Preparation
Accurate federal and state returns for individuals and small businesses—filed on time with complete documentation.
Tax preparation, planning, and IRS representation—handled with clarity and care.
Helping individuals and small business owners stay compliant, reduce surprises, and respond confidently to IRS and state notices. Specialties include self‑employment, rentals, and payroll services.
Enrolled Agent (EA) • Pleasanton, CA
Clarity
We explain what’s being filed (and why) in plain English.
Planning
Proactive strategies to reduce surprises and improve outcomes.
Confidence
Notices and deadlines become manageable with a clear plan.
Key services
Straightforward support for individuals and small businesses—choose what you need, and we’ll guide you through the rest.
Hover or click a service for details.
Common specialties:
Self-employed (Schedule C)
Rental real estate (Schedule E)
Payroll services
Tax Planning
Proactive strategies to reduce surprises—estimates, withholding, and planning decisions throughout the year.
Bookkeeping & Cleanup
Reconciliations, cleanup, and reliable financials—so your books support better decisions and smoother filings. Payroll services are also available for small businesses (setup, ongoing runs, and quarterly/annual filing support—often through your payroll provider).
IRS & State Representation
Notices, audits, appeals, and collections—structured support so you can respond confidently and on time.
Also available
- Amended returns & prior‑year catch‑up filings
- Estimated taxes & projections
- Multi‑state returns (when applicable)
- Payroll services & 1099 support (for small businesses)
- Sales tax & local filings (when applicable)
- Entity setup support (S‑Corp, partnership, C‑Corp)
Not sure what you need?
Schedule a consult and we’ll map out the best next steps.
See the complete service list
- Individual federal and state tax return preparation
- Individual federal and state estimated tax payments
- Individual tax planning
- Tax planning for small businesses and sole proprietors
- Corporate tax return preparation for both C and S Corps
- Corporate formation tax planning
- S corporation tax planning
- Partnership tax return preparation
- Sales tax return preparation
- State and local tax filings
- Excise tax return preparation
- Exempt organization tax return preparation and planning
- Amended tax return preparation
- Individual notice responses and representation before the IRS and state tax authorities
- Offers in compromise and audits
- Appeals, collections, liens and levies representation before the IRS and state tax authorities
- Payroll services & 1099 year‑end reporting support (setup, runs, and filings)
- Multi‑state returns (when applicable)
- Payment plans (installment agreements) and Offer in Compromise support
How it works
A simple, organized process that keeps you informed from start to finish.
1
Book + intake
Schedule a call and share a few basics (tax years, entities, deadlines, and any notices).
2
Checklist + documents
You’ll get a clear checklist so gathering documents is fast, organized, and low‑stress.
3
Prepare + review
We prepare your return or response, review it together, and file with a clear plan for what’s next.
Have a deadline?
Bring the notice date—early action usually means more options.
About
Meet your local Enrolled Agent—focused on clear communication, organized documentation, and proactive planning.
Prabhjot Singh, EA
I’m Prabhjot Singh, an Enrolled Agent (EA) based in Pleasanton. With 12+ years in accounting and tax, I help individuals and small businesses with accurate filings, year‑round planning, and representation when IRS or state notices arise.
- Clear communication and practical next steps
- Organized checklists and secure document workflow
- Planning support for estimates and cash‑flow timing
About the Enrolled Agent (EA) credential
An Enrolled Agent (EA) is a federally licensed tax professional authorized to represent taxpayers before the IRS. EA is the highest credential the IRS awards, earned by passing the Special Enrollment Examination (SEE) or through qualifying IRS experience.
- Unlimited representation rights before the IRS (like CPAs and attorneys)
- Help with audits, appeals, collections, and notice responses
- Ongoing continuing education and ethics under Treasury Circular 230
Learn more on the official IRS website: Enrolled agent information
Contact
Send a message below or book online. By appointment only.
FAQ
Quick answers to common questions. If you don’t see yours, send a message or book a call.
What should I bring to my appointment?
After you book, you’ll receive a short checklist based on your situation. In general, bring:
- Photo ID and prior-year return (if available)
- Income forms (W-2, 1099s, K-1s) and investment statements
- Business, rental, or expense records (if applicable)
- Any IRS or state letters/notices
We’ll use a secure method for documents when needed—please avoid sending sensitive data through the website form.
Do you offer remote appointments?
Yes. Many clients work with us remotely using phone/video calls and secure document sharing. If you prefer in-person, we can schedule that as well (by appointment only).
How soon can we meet?
Availability varies by season. The fastest way is to use the online scheduler. If you have a deadline or a notice with a response date, call or message us and include the due date.
What happens after I book?
You’ll receive a confirmation and a short intake/checklist. We’ll review goals, identify missing items, and confirm timelines. For ongoing clients, we can also set up quarterly planning check-ins.
Do you handle IRS and state notices?
Yes. We help with notices, audits, appeals, collections, and payment resolution options. If you received a letter, don’t wait—early action usually means more options.