HOW CAN I HELP YOU
My Professional Background
At JC Financial Adviser, I bring 20 years of combined experience across all areas of money management, including:
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Financial Planning
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Probate
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Bankruptcy
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Divorce & Taxation
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LP & LLC Formations
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Business Brokering
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Retirement Planning
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Estate & Trust Tax Planning
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Financial & Fiduciary Accounting
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Nonprofit Tax-Exempt Accounting
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OILTA & Non-OILTA Trust Accounting
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Real Estate Representation
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1031 Exchanges
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Mortgage Loans
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Investments
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Tax Planning, Preparation & Resolutions
PRACTICE AREAS
Real Estate Asset Management.
1031 Exchanges & Lending
A real estate asset manager makes decisions that can maximize the property assets of a client. They often recommend properties, analyze markets for opportunities and assist in real estate transactions
Estate & Trust
Fiduciary Accounting
I am a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.
OILTA & Non-iolta
Trust Accounting Attorneys
An IOLTA (Interest on Lawyers' Trust Accounts) is a client trust account for lawyers to hold pooled funds from multiple clients for short periods or small amounts that wouldn't earn significant interest individually.
California State Bar Compliance. Rule 1.15
Estate & Trust, Tax Preparation, Planning & Controversy
Estates, Trusts, Gift Returns
Limited Partnerships, LLC, NonProfits, Corporations & Individuals
YOUR SUCCESS
SHOULDN'T BE A BURDEN
Key Points about Wealth and the IRS:
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Focus on High-Income, High-Wealth Taxpayers: The IRS has recently increased its efforts to pursue high-income, high-wealth taxpayers who have not filed their taxes or have outstanding tax debt.
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Increased Audit Rates: The IRS plans to significantly increase audit rates for the wealthiest taxpayers, large corporations, and complex partnerships. For example, audits for individuals with income over $10 million are projected to increase by over 50% by 2026.
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Targeted Initiatives: The IRS has launched initiatives to pursue these taxpayers, resulting in significant amounts of recovered taxes. For instance, nearly $1.1 billion has been recovered from approximately 1,600 millionaires with delinquent tax debt.
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In summary, the IRS is actively working to ensure that wealthy individuals and high-net-worth taxpayers comply with tax laws, utilizing increased funding, specialized units, and advanced technologies to identify and address non-compliance.
FIND PEACE OF MIND WITH TAX PLANNING
Client Reviews
My clients share their success stories and experiences working with me.
Eleazar & Lourdes Merino Business Owner March 2013
We are grateful forever. I owed $ 65,000
to IRS but JC negotiated for us and
settled our tax debt for only $ 1,200 dlls..
Scott Richards. Esq
Attorney at Law 2008
Thanks JC for your help.
Bankruptcy 7 & 13 plans
Julia M. Dunbar Esq.
Tax Attorney 2024
I obtained $70,000 Thousands Dollars in ERC.
Employee Retention Credit... Thanks JC
LET'S HAVE A TALK
Contact JC
Have questions? Fill out the form below for a free consultation