How we can help you

Tax Preparation and Planning

Take the stress out of tax time.

Tobi Marshall, CPA has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail — whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.

Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

This office provides many services, including the following:

• Individual Tax Preparation
• Business Tax Return Preparation
• Gift & Estate Tax Return Preparation
• Partnership & Corporate Tax Preparation
• Estate and Succession Planning
• Tax & Education Planning
• Out-of-State Returns
• Business Start-Ups

Thank you for allowing us to be of service.

Accounting & Bookkeeping

Small Business Accounting Made Easy

Whether you are a start-up business, a growing business or a mature corporation, Tobi Marshall, CPA has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

We can handle it all, from your payroll needs to banking and check writing. If you’re having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!

Let Tobi Marshall, CPA do your monthly bookkeeping at a fraction of the cost of a full-time employee.

Our talented team is experienced with all the major accounting software programs. We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.

When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.

Payroll

Managing payroll may not seem like a critical task until something goes wrong. It can be time-consuming, but, more importantly, it requires a good knowledge of the tax laws and deposit rules.

At Tobi Marshall, CPA, we can simplify the payroll process for you. We assist in all areas of payroll and can provide full-service payroll duties upon request. Your only responsibility is to obtain and provide employee data, such as the hours worked and other related information. Upon receipt of your data, we’ll take it from there.

We offer a wide range of services, which include the following:

• Checks or Direct Deposit for Your Employees
• Payroll Reports
• Quarterly Tax Forms
• Year-End Tax Forms
• Tax Deposit Services
• W-2s and 1099s

Tax Resolution

Are you having problems with the IRS?

Before you call one of the large advertisers claiming to solve your problems for pennies on the dollar, take the time to talk to your trusted, local expert.

We are here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. We pride ourselves on being very efficient, affordable, and, of course, extremely discrete.

Resolve your tax problem with the peace of mind that you are in good hands. Please call our office at (626) 739-8976 to set up a free consultation.

We can help you with the following:

• Wage Garnishment
• Bank Levy
• Threatening Letters
• IRS Audit Notification
• Non-Filing
• Back Taxes
• Liens
• Offers-in-Compromise
• IRS Seizures
• Innocent Spouse