1. TAX & ACCOUNTING SERVICES
* Monthly Book-keeping and Accounting
* Income tax Returns for Individuals and Small Businesses
* Audit Representation with the IRS, State and Local Authorities
* IRS problem resolution: Tax Levy & Garnishments, Offers-in-Compromise
* IRS Demand Notice and Assessment; Net-Operating Loss (NOL) Carryback
* Business formation: Corporation, LLCs and Corporate Tax Returns
* Residential & Commercial Real Estate Sales and Loans (?.Click Here?pg3)
* Compliance help and set up for brokers providing escrows
* Compliance help and set up for brokers providing property management
* DRE audit and follow up audit preparation and representation for brokers
* Sales Tax Returns for Small Businesses (Gas Stations, Liquor Shops, Fast Food,
Auto Body & Mechanic Shops, Plumbers, Carpenters, Handymen etc.)
Our
tax compliance and planning services can save you time and stress, and
allow you to concentrate on your core business while we use our
expertise to support your tax and accounting needs. Our clients call us
for expert advice free of charge on any business day. Should your tax
matters come under review from the IRS, State or local authorities, we
can represent you in such matters and provide a valuable tax strategy
and advice. As professionals, we understand how the process works and
we are here to help. Our fees are reasonable.
2. COMPLIANCE SERVICES
* Compliance with the local, state and federal laws and regulations
in the areas of record-keeping, accounting and filing timely
reports/returns with the respective departments of the local city,
county, state or federal department in matters involving small business
in a variety of products or services not just real estate. For example,
licensing issues and payroll returns, filing monthly, quarterly or
annual accounting statements with government departments as a part of a
client?s compliance/licensing requirements. We handle these matters for
the client.
* Accounting, Book-Keeping, Reconciliation of bank accounts for
individuals and small business. Remember, it is the law that you keep
your books in order or face assessments.
* Personal financial statements for individuals in matters such as obtaining home loans or small business (SBA) loans.
* Preparation and filing regulatory forms and returns with the respective department of the government.
* Representing real estate brokers in audits conducted by the
Department of Real Estate, pre-audit consultation and follow-up.
* Routine real estate broker file review for compliance to the laws and regulations.
* Advisory services in the areas of real estate compliance and training.
* Advisory services in the formation of new businesses.
3. REAL ESTATE SERVICES
* Real Estate Sales (for Buyers/Sellers)
* Mortgage Loans (for Buyers/Homeowners)
* Training for Real Estate Professionals
* Compliance Services for Real Estate Professionals
(Surender Bhatia is Licensed in California as a Real Estate Broker #01098038)
I
have held real estate sales license since 1991 and the real estate
broker license since 2008. I have worked both as a part-time and
full-time real estate salesperson and currently a broker for a number of
years. With my background in the area of real estate sales, audit and
compliance, I continue to pursue a career in the real estate sales and
mortgage loans concurrently with my Tax & Accounting career as a
CPA. Our clients will receive an honest and legitimate advice in
matters involving real estate sales, loans, refinancing and related tax
advice. For example, if you own an investment property, an apartment
building or a commercial rental property, I can advise you at both ends.
As a CPA, I will handle your tax and accounting issues and as a real
estate broker, I can handle your real estate purchase, sales, and advice
on loan issues. I can set-up and execute a 1031-exchange for my
clients and also provide you with the tax advice. Please contact my
office and I will personally return your call to discuss these matters.
4. INSURANCE SERVICES
Surender
Bhatia is licensed in the State of California to conduct the business
of insurance in the following capacity: Resident Insurance Producer ?
Accident & Health and Life Insurance
(CA License No. OC 81776)
Life
Insurance gives you the peace of mind you only get from knowing that
you?ve protected your loved ones. I provide a wide array of services
that can assist in all facets of the sales process whether it is
shopping the market for the best product or helping you decide what
product to buy, the details of various products on the market, e.g. Term
Insurance, Whole Life, Universal Life, Annuities or many of the related
products to choose from. The consultation is always free. The good
news is that you don?t have to do this alone. As your financial
professional, I will find you the product that best suits your needs.
- I will analyze and review your needs
- Plan, Develop and Implement a strategy to help you achieve your insurance need
- Coordinate your financial activities integrated with your insurance needs
- Monitor your situation and ongoing need for appropriate changes in life events
Term Life vs. Whole Life
Term Life Insurance provides for a temporary and simplified basic coverage and no cash value.
Whole Life Insurance provides for permanent coverage, guaranteed premiums with cash value growth and supplemented by dividends.
Universal Life Insurance provides permanent coverage, flexibility & less emphasis on cash value.
ANNUITIES
If
you?re looking ahead to your retirement years, you may want to consider
an annuity as part of your overall strategy, including rolling over
your IRA, 403(b) or similar plans to provide a stream of steady income
payments for life. The three main types of annuities are:
1.
Variable Annuities - Gives your assets the potential to grow if the
market goes up. This also involves risk of market fluctuations.
2.
Income Annuities ? Provides a guaranteed income stream for life to
maximize and protect your income by avoiding market fluctuations.
3.
Fixed Annuities ? Keeps your principal safe and secure, offers
predictable guaranteed interest rates and offers lifetime income.
There
is no charge for my advice. Please contact me to review your Life
Insurance and Annuities need and feel free to discuss with confidence.
