An individual return prepared by someone who can explain every line of it.
GTS prepares individual returns for East Bay taxpayers, including years that were never filed, returns that need correcting, and situations where California is not the only state involved.
Verified personal tax services
- Individual tax-return preparation (federal and California)
- Prior-year returns for years not yet filed
- Amended returns when a filed return needs correcting
- Out-of-state and multistate returns
- Estimated-tax planning and payment scheduling
- Rental-property taxation and recordkeeping
- Retirement tax considerations, including distributions and Social Security
- Education-related tax planning
- Property transactions, including sales and exchanges
- Inheritance and other major life events
- Estate, gift, and trust return preparation
- Authorized IRS e-file
Which states we accept
California is the firm's primary state. GTS also prepares out-of-state and multistate returns, and the specific states accepted for a given tax year are confirmed with you during intake before the engagement begins. We do not claim blanket coverage of all fifty states.
More on multistate and fiduciary returnsWhat we do not provide
GTS does not provide legal advice, investment management, securities recommendations, or comprehensive financial planning. Tax planning here means analyzing the tax consequences of decisions you are considering — not managing assets on your behalf.
Document handling
W-2s, 1099s, brokerage statements, closing documents, and anything containing a Social Security number are uploaded to the secure ClientHub or delivered to the office. Please do not send them by email.