Tax Preparation
Prepares individual and business tax returns.
Stacy L. Otto
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About Stacy L. Otto
Income tax preparation is the core service, with returns prepared for individuals, C corporations, S corporations, partnerships, and LLCs. Tax planning includes projecting liabilities across different scenarios and coordinating business and personal returns. Audit representation covers IRS and California Franchise Tax Board audits, including help presenting a taxpayer's position and arranging payment plans. The practice also offers financial statement preparation and business advisory services. Experience includes estate planning matters and 1031 exchanges. Stacy L. Otto has been a Certified Public Accountant since 1998 and formed her own firm in 2010. The practice serves clients in San Diego.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Tax Planning
Projects tax liabilities under different scenarios.
Audit Representation
Helps clients respond to IRS and state tax audits.
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