We specialize in business, whether domestic or international. We partner with our client in structuring for the maximum benefits in tax savings, financial health and retirement options. We coordinate the compliance and bookkeeping function as part of our strategy towards overall financial health of the owner. Our structuring includes LLC's, trusts and any other entity that benefits our client.
Our emphasis on education keeps us abreast of the latest planning techniques and strategies, all of which we apply for the benefit of our client. Chris, who formed Cassidy CPA in 2000, is admitted to the California Bar and US Tax Court. She has extensive experience in litigation with the San Francisco District Attorney and Public Defense's office and years of experience as a CPA with KPMG.
Her legal background makes her uniquely qualified to provide not only tax services, but also expert advice on business restructuring and planning. She earned her BA from University of California, Berkeley, a JD from the University of San Francisco School of Law, and an LLM from New York University Graduate School of Law.
Our emphasis on education keeps us abreast of the latest planning techniques and strategies, all of which we apply for the benefit of our client. Chris, who formed Cassidy CPA in 2000, is admitted to the California Bar and US Tax Court. She has extensive experience in litigation with the San Francisco District Attorney and Public Defense's office and years of experience as a CPA with KPMG.
Her legal background makes her uniquely qualified to provide not only tax services, but also expert advice on business restructuring and planning. She earned her BA from University of California, Berkeley, a JD from the University of San Francisco School of Law, and an LLM from New York University Graduate School of Law.
Services
If you haven't received your refund from this tax year, visit these sites or call the numbers below.
You should know your Social Security Number, filing status (single, married, etc.) and the dollar amount of the refund.
You should keep receipts that support tax deductions for at least 5 years.
Improvement costs may reduce taxable gain upon sale of property, so keep records of improvement costs made to all real property at least four years after the property is sold.
These calculators can assist you in determining what your Required Minimum Distribution ("RMD") should be from your retirement savings.
You should know your Social Security Number, filing status (single, married, etc.) and the dollar amount of the refund.
You should keep receipts that support tax deductions for at least 5 years.
Improvement costs may reduce taxable gain upon sale of property, so keep records of improvement costs made to all real property at least four years after the property is sold.
These calculators can assist you in determining what your Required Minimum Distribution ("RMD") should be from your retirement savings.
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