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Tax Services connected to your books.

For business owners and families who want tax work that starts from clean numbers and continues all year, not just in April.

overview

TreeStar's tax services are led by Enrolled Agents and built on the same information that runs your bookkeeping and payroll. That connection matters. When the books are current, planning conversations happen before decisions are made, returns reflect what actually happened, and questions from a taxing agency have a clear paper trail behind them. We prepare business and individual returns, plan ahead with you through the year, review prior filings for missed items, and represent you before the IRS when a notice arrives. Clients across California and nationwide work with us through the TaxDome portal for secure document exchange and e-signatures.

how_we_help

How we help

01 Business and individual returns

Preparation of federal and state returns for individuals, S corporations, partnerships, C corporations, and exempt organizations.

02 Year-round tax planning

Projections and planning conversations tied to your current books, so options are reviewed before the year closes.

03 Prior-year review

A structured look at past returns and records to surface missed opportunities, exposure, and items worth correcting.

04 IRS representation and resolution

Enrolled Agent representation for notices, audits, balances due, and penalty relief requests.

05 Entity and multistate strategy

Guidance on entity structure, tax elections, and filing obligations when your business crosses state lines.

Every engagement starts with a written scope, so you know exactly what we will handle for you before any work begins.

return_in_progress

Your return, built from numbers that hold up.

Every figure tied back to your books, planning talked through while there is still time to act, and documents and signatures handled securely in TaxDome.

// return_status in_progress
  1. Documents received in TaxDome received
  2. Tied back to your books reconciled
  3. Planning options reviewed
  4. Return prepared drafted
  5. Final review in_review
  6. E-sign and file queued
portal: TaxDomenext: planning check-in
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Not sure where to start?

services

Explore Tax Services

business-tax Business Tax

For owners who want business returns that tie to the general ledger and reflect how the company actually operates.

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individual-tax Individual Tax

For individuals and families whose returns include business income, rental property, investments, or multiple states.

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tax-planning Tax Planning

For owners who would rather discuss tax consequences before a decision than discover them after the year closes.

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tax-discovery Tax Discovery

For owners and individuals who want a careful, independent review of past filings and the records behind them.

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tax-controversy Tax Controversy & Resolution

For individuals and businesses facing a tax notice, an audit, or a balance they cannot pay in full.

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irs-representation IRS Representation

For taxpayers who want a federally authorized professional speaking with the IRS for them.

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penalty-abatement Penalty Abatement

For taxpayers facing failure-to-file, failure-to-pay, or similar penalties who want to know whether relief may be available.

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entity-tax-strategy Entity Tax Strategy

For owners starting a business, adding an entity, or questioning whether their current structure still fits.

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s-corporation-tax S Corporation Tax

For S corporation owners who want accurate returns and a clear record of their basis year after year.

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partnership-tax Partnership Tax

For partnerships and multi-member LLCs taxed as partnerships that want allocations and capital accounts kept straight.

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corporate-tax Corporate Tax

For C corporations that want returns prepared from clean books and planning that looks at the corporation and its owners together.

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nonprofit-tax Nonprofit Tax

For tax-exempt organizations that want accurate annual filings and a partner who understands nonprofit reporting.

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private-foundation-tax Private Foundation Tax

For family and private foundations that want precise annual reporting and help staying ahead of the rules that apply to them.

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multistate-tax Multistate Tax

For businesses that sell, ship, hire, or own property in more than one state and need to know where they have to file.

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how_it_works

How it works

  1. 01 Connect

    We learn your entities, income sources, and goals, and gather prior returns and current records through TaxDome.

  2. 02 Reconcile

    We tie tax figures back to the books so every return starts from numbers that hold up.

  3. 03 Prepare and plan

    We prepare filings and walk through planning options while there is still time to act.

  4. 04 Stay current

    We check in through the year as your business changes and respond when agency correspondence arrives.

what_changes

What you can expect

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Returns that reconcile to your financial records

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Fewer year-end surprises and clearer cash planning

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One team that understands your full financial picture

questions

Common questions

Do I need TreeStar to keep my books to use your tax services?

No. Many clients start with tax only. When we also keep the books, planning and preparation tend to move faster because the numbers are already reconciled.

Who prepares my return?

Tax work at TreeStar is EA-led. Enrolled Agents are federally authorized tax practitioners with unlimited rights to represent taxpayers before the IRS.

Do you work with clients outside California?

Yes. TreeStar has offices in Chico, Garberville, Sacramento, and San Francisco and serves clients nationwide through a secure online portal.

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Part of one connected system

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