Individual, Estate, and Trust Taxes



Personal Financial Statement

Preparing your financial statements is one of the most essential steps in the accounting process. With the help of Sasaki Accountancy Corporation, we can assist you with the order of preparation. We have decades of experience in financial statement preparation and analysis, meaning that you can be confident that we will do the job right.

A personal financial statement is quite different from one that a company would have, which is why we make custom templates for each client. Essentially, both a company and an individual’s financial statement follow the same concept: break down assets and liabilities. There are also some complex rules regarding what should go on your personal statement and what should not. Sasaki Accountancy Corporation can assist you through the ever-changing terrain of providing personal financial statements to satisfy lenders as well as providing you with a critical document for financial and estate planning.

Contact us today to get started.

Tax Return Preparation

Whether we like it or not, today’s tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional.

If you’d like to receive more information about our Tax Preparation Service, please contact us.

Income Tax & Estate Planning

We provide comprehensive tax planning and consulting to individuals, trusts and estates, and private foundations. Specializing in estate and trust tax planning, our focus is helping individuals and families avoid probate, review estate-planning documents, titling of assets, trusts designations and beneficiaries, as well as asset valuations. Our team will work with your certified financial planners (CFPs) and attorneys to achieve your desired outcome to give you peace of mind.

Many of our clients have experienced life-changing circumstances in their lifetimes such as marriage, divorce, the birth of a child, or the death of a loved one. We assist individuals and families in pre and post-mortem planning by providing advice in gifting techniques and related strategies.

In conjunction with legal and financial advisers, we ensure wills, trusts, and health care documents are properly in place. For pre and post-mortem planning options relating to family members and beneficiaries, we review beneficiary designations on life insurance, annuities, and retirement accounts. With high-income rates on trust returns, we assist trustees and family members in determining the best time to make distributions from trusts.

Audit Representation

When it comes to an income tax examination, we are in your corner. With the IRS auditing less than one percent of tax returns in recent years, you may be thinking it can’t happen to you. But you could be wrong. Especially if you have a lot of business expenses, your tax return is complicated, or you’re in a higher income bracket.

The good news is that nearly 75 percent of those audits are notices or letters sent by the IRS requesting additional information or clarification. The rest are actual field audits.

While you may be tempted to respond to a letter or notice from the IRS, it’s not always a good idea even if you have a firm grasp of tax law. Because as friendly as IRS auditors might seem, they represent the IRS, not you.

Sure, taxpayers can and do prevail during IRS audits, but without an experienced tax professional on your side, it’s less likely that it will happen…and you just might end up owing the IRS more than necessary.

When you hire us to represent you during an audit, here’s what we do for you:

  • Take care of all audit correspondence
  • Make sure you take the steps needed to minimize your tax liability
  • Handle all discussions with auditors to reduce the risk of additional liability
  • Appeal a decision, if necessary

The importance of being represented by a qualified tax professional during an IRS or State tax audit or tax dispute cannot be stressed enough.

Contact Us

8:30am – 5:30pm *by appointment only

1806 W. Kettleman Lane, Suite H, Lodi CA 95242


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© Sasaki Accountancy Corporation  1806 W. Kettleman Lane, Ste H, Lodi, CA 95242  |  Contact (209) 369-3548