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Margo Inc. Certified Public Accountants

Tax Services

Planning, preparation, state and local compliance, and representation when a notice arrives.

Most of what determines your tax bill is decided long before the return is filed. By the time the documents arrive in spring, the year is closed and the options have narrowed to arithmetic.

We work on the planning side as well as the filing side, so the return reflects decisions made deliberately rather than whatever happened to occur.

Tax Planning

Year-round work aimed at the next return, not the last one.

  • Entity structure and compensation planning
  • Quarterly estimate calculation and adjustment
  • Timing of income, deductions and capital purchases
  • Retirement plan selection for owners and staff
  • Transaction planning for sales, purchases and ownership changes
  • Year-end projections before the books close

Tax Return Preparation

Federal and state filings for the business and the people who own it.

  • Corporate, partnership and LLC returns
  • Individual returns for business owners
  • S-corporation elections and compliance
  • Multi-state filings
  • Extensions and amended returns
  • Electronic filing

State and Local Tax

Where remote teams and online sales quietly create obligations you did not plan for.

  • Nexus review across states where you operate or employ
  • State registration and ongoing compliance
  • Sales and use tax
  • San Francisco gross receipts and local filings
  • Apportionment across jurisdictions

IRS and State Representation

When a notice arrives, or when one has been ignored for a while.

  • Response to IRS and state notices
  • Audit representation
  • Back filings and delinquent returns
  • Penalty abatement requests
  • Installment agreements and payment arrangements

Talk to a CPA

Tell us what you need and we'll come back to you with how we'd approach it. No charge for the first conversation.