Tax Planning & Compliance

Resolving an IRS or California tax matter is only part of the job. For select clients, Boulanger CPA and Consulting PC also provides ongoing tax planning and compliance support designed to help prevent the same problems from happening again.

Our planning work is particularly useful for business owners, self-employed individuals, investors, and taxpayers whose income changes significantly during the year.

From Tax Controversy to Ongoing Compliance

Tax problems often develop long before an IRS or California tax notice arrives. Estimated payments may be too low. Withholding may not keep pace with changing income. Business income may increase unexpectedly. A transaction may create a tax liability that was never anticipated.

When appropriate, we help clients move from reacting to tax problems to managing their tax obligations throughout the year.

Who We Help

Business Owners

Owners of S corporations, partnerships, sole proprietorships, and other closely held businesses whose personal tax obligations are affected by business income.

Self-Employed Individuals

Consultants, professionals, independent contractors, and other taxpayers whose income and estimated tax obligations can change throughout the year.

Investors & Property Owners

Taxpayers with investment income, rental property, capital gains, K-1 income, or significant transactions that can affect their annual tax liability.

Former Controversy Clients

Clients who have completed an IRS or California tax matter and want ongoing professional oversight to help maintain compliance.

What Tax Planning May Include

Planning is based on the client's circumstances and the scope of the engagement. Depending on the situation, our work may include:

  • Current-year income and tax liability projections
  • Estimated tax payment calculations
  • Federal and state withholding recommendations
  • Business and pass-through income considerations
  • Review of significant transactions and changes in income
  • Coordination between business and individual tax obligations
  • Year-end tax planning
  • Ongoing compliance considerations following a tax controversy

The exact scope is established before the engagement begins.

Looking for Individual Tax Preparation?

Individual income tax preparation is available through TaxReturn.cpa, an individual tax preparation service of Boulanger CPA and Consulting PC.

TaxReturn.cpa provides a streamlined digital process with transparent pricing, current production availability, secure document collection, and a defined delivery schedule.

Individual Tax Preparation

Ongoing Business Tax & Advisory Relationships

Boulanger CPA also maintains select ongoing relationships with established business owners who need coordinated business and personal tax compliance, accounting oversight, tax planning, and advisory support.

Those relationships are separate from the standardized individual tax preparation process offered through TaxReturn.cpa.

To learn more about the broader CPA practice, visit Boulanger.cpa.

Currently Facing an IRS or California Tax Problem?

If you are dealing with an IRS examination, FTB matter, CDTFA sales tax audit, EDD payroll tax audit, proposed assessment, collection action, or another active tax controversy, planning is not a substitute for addressing the underlying matter.

Boulanger CPA's Orange County practice focuses on representation before the IRS and California taxing authorities.

Discuss Your Tax Matter

Frequently Asked Questions

Do you provide tax planning as a standalone service?

Tax planning is available for select clients depending on the circumstances and scope of the engagement. We also provide ongoing planning for certain business clients and clients transitioning from tax controversy matters into ongoing compliance.

Do you prepare individual income tax returns?

Yes. Individual income tax preparation is available through TaxReturn.cpa, an individual tax preparation service of Boulanger CPA and Consulting PC.

Do you work with business owners?

Yes. Boulanger CPA maintains select ongoing relationships with established business owners who need coordinated business and personal tax compliance, planning, accounting oversight, and advisory support.

Can you help calculate estimated tax payments?

Yes. Depending on the engagement, tax planning may include current-year projections and federal and state estimated tax payment calculations.

What if I already have an IRS or California tax problem?

Tax planning does not replace representation in an active tax matter. Boulanger CPA represents taxpayers in qualifying IRS and California administrative tax controversies, including examinations, audits, proposed assessments, and collection matters.