DON'T FORGET AN ENROLLED AGENT, IRS, EA, ESTATE TAXES - ESTATE TAX SERVICES TO ATTORNEYS AND EXECUTORS - ESTATE TAX

Gift Tax Planning - Retirement Tax Planning - Business Succession Tax Planning - Trust Tax Planning - Enrolled Agent (EA) - IRS - Estate Tax Filing
Laguna Woods, Leisure World, Irvine, Lake Forest, Mission Viejo, Laguna Beach, Newport Beach, San Clemente, San Juan Capistrano, Racho Santa Margarita, Coto De Caza, Tustin, Orange, Costa Mesa, Laguna Niguel, Foothill Ranch, Laguna Hills, Villa Park, Anaheim Hills, Fullerton, Yorba Linda, Brea, Huntington Beach, Fountain Valley, Seal Beach, Long Beach, Anaheim
     
ESTATE TAXES SERVICES
to Attorneys and Executors
Clayton Financial and Tax
EA (Enrolled Agent)
P.O. Box 15744
Irvine, CA 92623 - Orange County
Email: Begin@EstateTaxServices.com
"Relax with Clayton Financial and Tax"  
(714)225-7877
 
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ARTICLE 7: Don't Forget an Enrolled Agent
ARTICLE 8: PostMortem Estate Tax Planning for Business Owners
ARTICLE 9: Who Pays the Estate Tax?
ARTICLE 10: New Estate Tax Options for Heirs to Land
ARTICLE 11: Estate and Gift Tax Planning
ARTICLE 12: Administration of Estate Upon Death
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DON'T FORGET AN ENROLLED AGENT

Don't overlook an enrolled agent for filing your estate taxes,

Enrolled Agent is a person who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled Agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. Enrolled Agents are licensed by the IRS. Enrolled Agent or CPA can represent you at an audit without your physical presence. Whereas, with a Professional Tax Preparer that is not enrolled you HAVE to be physically present. An Enrolled Agent is different from a CPA in that an Enrolled Agent practices with a national license, while a CPA is only licensed to do business within a state. Enrolled Agents are the only taxpayer representative who receive their right to practice from the United States government.

Possible confrontations with the IRS haunt many working Americans not to mention filing estate taxes. While some level of paranoia during the tax season may seem reasonable, a few of these concerns are justifiable. Serious personal problems sometimes prevent a taxpayer from filing a return and this omission could escalate into several years. Intentions to become tax compliant weaken as the individual imagines possible retribution for these missed returns. Can these delinquent offenders safely become tax-compliant again?

This tax tip discusses a possible solution for the dilemma described above, the enrolled agent. Enrolled Agents are tax professionals licensed to represent taxpayers before the IRS. After describing the background and purpose of this profession, this tip distinguishes enrolled agents from other tax professionals. You also will learn what you can do if you haven't filed taxes in a while. This process begins with contacting an enrolled agent in your area.

History and responsibilities
Enrolled agents date back to 1884. Many taxpayers claimed losses from the Civil War that were questionable, and Congress recognized a need to regulate individuals representing citizens dealing with the Treasury Department about their taxes. President Chester Arthur responded by creating enrolled agents.

Today, enrolled agents assist taxpayers in a number of ways:

  • They prepare tax returns.
  • They answer questions regarding national, state and local tax laws.
  • They represent taxpayers in disputes with the IRS.

Enrolled agents prepare millions of tax returns annually. They also provide tax assistance for estates, trusts, partnerships, corporations and other entities that are required to report taxes.

 


"We file estate tax returns with the IRS, provide tax analysis, advice and processing
of estate taxes, gifts or inheritance taxes."



Our Focus is estate tax expertise to Attorneys, Executors, U.S citizens, estates and small businesses, and to resident and non-resident aliens with U.S. tax exposure.
We provide our services locally in the Orange County California area.

 

 

Clayton Financial and Tax

EA (Enrolled Agent)
P.O. Box 15744
Irvine, CA 92623
Orange County

Email: Begin@Estate
TaxServices.com


CALL US TODAY!
(714)
225-7877

........................................



ORANGE COUNTY
Cities and Zipcodes of customers we have:

Anaheim 92801, 92802, 92803, 92804, 92805, 92806, 92807, 92808, 92809, 92812, 92814, 92815, 92816, 92817, 92825, 92850, 92899, Brea 92821, 92822, 92823, Buena Park 90620, 90621, 90622, 90623, 90624, Costa Mesa 92626, 92627, 92628, Cypress 90630, Fountain Valley 92708, 92728, Fullerton 92831, 92832, 92833, 92834, 92835, 92836, 92837, 92838, Garden Grove 92840, 92841, 92842, 92843, 92844, 92845, 92846, Huntington Beach 92605, 92615, 92646, 92647, 92648, 92649, La Habra 90631, 90632, 90633, La Palma 90623, Los Alamitos 90720, 90721, Orange 92856, 92857, 92859, 92861, 92862, 92863, 92864, 92865, 92866, 92867, 92868, 92869, Placentia 92870, 92871, Santa Ana 92701, 92702, 92703, 92704, 92705, 92706, 92707, 92708, 92711, 92712, 92725, 92728, 92735, 92799, Seal Beach 90740, Stanton 90680, Tusin 92780, 92781, 92782, Villa Park 92861, 92867, Westminister 92683, 92684, 92685, Yorba Linda 92885, 92886, 92887Aliso Viejo 92653, 92656, 92698, Dana Point 92624, 92629, Laguna Hills 92637, 92653, 92654, 92656, Laguna Niguel 92607, 92677, Laguna Woods 92653, 92654, Lake Forest 92609, 92630, Mission Viejo 92675, 92690, 92691, 92692, 92694, Newport Beach 92657, 92658, 92659, 92660, 92661, 92662, 92663, Rancho Santa Margarita 92688, San Clemente 92672, 92673, 92674, San Juan Capistrano 92675, 92690, 92691, 92692, 92693, 92694 Ladera Ranch 92694, Coto De Caza 92679 Anaheim Hills 92807, 92808, 92809, 92817 Dove Canyon 92679

 

 

 
 

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ABOUT ORANGE COUNTY WHERE THE MAJORITY OF OUR CLIENTS ARE:

Orange County is a county in Southern California, United States. Its county seat is Santa Ana. According to the 2000 Census, its population was 2,846,289, making it the second most populous county in the state of California, and the fifth most populous in the United States. The state of California estimates its population as of 2007 to be 3,098,121 people, dropping its rank to third, behind San Diego County. Thirty-four incorporated cities are located in Orange County; the newest is Aliso Viejo.

Unlike many other large centers of population in the United States, Orange County uses its county name as its source of identification whereas other places in the country are identified by the large city that is closest to them. This is because there is no defined center to Orange County like there is in other areas which have one distinct large city. Five Orange County cities have populations exceeding 170,000 while no cities in the county have populations surpassing 360,000. Seven of these cities are among the 200 largest cities in the United States.

Orange County is also famous as a tourist destination, as the county is home to such attractions as Disneyland and Knott's Berry Farm, as well as sandy beaches for swimming and surfing, yacht harbors for sailing and pleasure boating, and extensive area devoted to parks and open space for golf, tennis, hiking, kayaking, cycling, skateboarding, and other outdoor recreation. It is at the center of Southern California's Tech Coast, with Irvine being the primary business hub.

The average price of a home in Orange County is $541,000. Orange County is the home of a vast number of major industries and service organizations. As an integral part of the second largest market in America, this highly diversified region has become a Mecca for talented individuals in virtually every field imaginable. Indeed the colorful pageant of human history continues to unfold here; for perhaps in no other place on earth is there an environment more conducive to innovative thinking, creativity and growth than this exciting, sun bathed valley stretching between the mountains and the sea in Orange County.

Orange County was Created March 11 1889, from part of Los Angeles County, and, according to tradition, so named because of the flourishing orange culture. Orange, however, was and is a commonplace name in the United States, used originally in honor of the Prince of Orange, son-in-law of King George II of England.

Incorporated: March 11, 1889
Legislative Districts:
* Congressional: 38th-40th, 42nd & 43
* California Senate: 31st-33rd, 35th & 37
* California Assembly: 58th, 64th, 67th, 69th, 72nd & 74

County Seat: Santa Ana
County Information:
Robert E. Thomas Hall of Administration
10 Civic Center Plaza, 3rd Floor, Santa Ana 92701
Telephone: (714)834-2345 Fax: (714)834-3098
County Government Website: http://www.oc.ca.gov

CITIES OF ORANGE COUNTY CALIFORNIA:


City of Aliso Viejo, 92653, 92656, 92698
City of Anaheim, 92801, 92802, 92803, 92804, 92805, 92806, 92807, 92808, 92809, 92812, 92814, 92815, 92816, 92817, 92825, 92850, 92899
City of Brea, 92821, 92822, 92823
City of Buena Park, 90620, 90621, 90622, 90623, 90624
City of Costa Mesa, 92626, 92627, 92628
City of Cypress, 90630
City of Dana Point, 92624, 92629
City of Fountain Valley, 92708, 92728
City of Fullerton, 92831, 92832, 92833, 92834, 92835, 92836, 92837, 92838
City of Garden Grove, 92840, 92841, 92842, 92843, 92844, 92845, 92846
City of Huntington Beach, 92605, 92615, 92646, 92647, 92648, 92649
City of Irvine, 92602, 92603, 92604, 92606, 92612, 92614, 92616, 92618, 92619, 92620, 92623, 92650, 92697, 92709, 92710
City of La Habra, 90631, 90632, 90633
City of La Palma, 90623
City of Laguna Beach, 92607, 92637, 92651, 92652, 92653, 92654, 92656, 92677, 92698
City of Laguna Hills, 92637, 92653, 92654, 92656
City of Laguna Niguel
, 92607, 92677
City of Laguna Woods, 92653, 92654
City of Lake Forest, 92609, 92630, 92610
City of Los Alamitos, 90720, 90721
City of Mission Viejo, 92675, 92690, 92691, 92692, 92694
City of Newport Beach, 92657, 92658, 92659, 92660, 92661, 92662, 92663
City of Orange, 92856, 92857, 92859, 92861, 92862, 92863, 92864, 92865, 92866, 92867, 92868, 92869
City of Placentia, 92870, 92871
City of Rancho Santa Margarita, 92688, 92679
City of San Clemente, 92672, 92673, 92674
City of San Juan Capistrano, 92675, 92690, 92691, 92692, 92693, 92694
City of Santa Ana, 92701, 92702, 92703, 92704, 92705, 92706, 92707, 92708, 92711, 92712, 92725, 92728, 92735, 92799
City of Seal Beach, 90740
City of Stanton, 90680
City of Tustin, 92780, 92781, 92782
City of Villa Park, 92861, 92867
City of Westminster, 92683, 92684, 92685
City of Yorba Linda, 92885, 92886, 92887

Noteworthy communities Some of the communities that exist within city limits are listed below: * Anaheim Hills, Anaheim * Balboa Island, Newport Beach * Corona del Mar, Newport Beach * Crystal Cove / Pelican Hill, Newport Beach * Capistrano Beach, Dana Point * El Modena, Orange * French Park, Santa Ana * Floral Park, Santa Ana * Foothill Ranch, Lake Forest * Monarch Beach, Dana Point * Nellie Gail, Laguna Hills * Northwood, Irvine * Woodbridge, Irvine * Newport Coast, Newport Beach * Olive, Orange * Portola Hills, Lake Forest * San Joaquin Hills, Laguna Niguel * San Joaquin Hills, Newport Beach * Santa Ana Heights, Newport Beach * Tustin Ranch, Tustin * Talega, San Clemente * West Garden Grove, Garden Grove * Yorba Hills, Yorba Linda * Mesa Verde, Costa Mesa

Unincorporated communities These communities are outside of the city limits in unincorporated county territory: * Coto de Caza * El Modena * Ladera Ranch * Las Flores * Midway City * Orange Park Acres * Rossmoor * Silverado Canyon * Sunset Beach * Surfside * Trabuco Canyon * Tustin Foothills

Adjacent counties to Orange County Are: * Los Angeles County, California - north, west * San Bernardino County, California - northeast * Riverside County, California - east * San Diego County, California - southeast



About Mission Viejo California:
Located in South Orange County, Mission Viejo is a planned community that once had cattle grazing on its hillsides. The land was purchased from the O’Neill family nearly half a century ago, and the first homes were built in 1966. By the late 80’s, Mission Viejo became a city, and now houses almost 100,000 residents. Locals enjoy activities at the Mission Viejo Lake, shopping at The Shops at Mission Viejo and the Kaleidoscope Courtyard, and their biggest celebration of the year at the July 4th Street Fair. The community is also proud of their world renowned Nadadores swim team and Saddleback Community College, which offers some of the best courses in the county. The zipcodes of Mission Viejo are: 92675, 92690, 92691, 92692, 92694

About Lake Forest: Lake Forest is a planned community that was once a stagecoach stop between Los Angeles and San Diego. The community then called “El Toro” was in fact formed after WWII with the help of the El Toro Marine Base. Lake Forest became a city in the early 1990’s, and now prides itself on having the first of Orange County’s historical parks by establishing Heritage Hill; the park was created to preserve Lake Forest’s vibrant history. Lake Forest also has a new planned neighborhood, Foothill Ranch offers both wilderness and community. Foothill Ranch is home to The Whiting Ranch Wilderness Park, which consists of trails, rock formations, and streams as well as a rest stop and exhibits. This community is close to shopping, dining and entertainment in South Orange County. Within Lake Forest are the communities of Portola Hills, El Toro and Foothill Ranch. Lake Forest borders Aliso Viejo, Irvine, Mission Viejo, Laguna Hills, Laguna Woods, Laguna Beach and Rancho Santa Margarita. Lake Forest offers fantastic mountain views and quiet living for singles, couples and families in Orange County. Residents enjoy swimming, tennis, basketball, and volleyball at the brand new Concourse Park. The community is just minutes from various shopping centers and marketplaces. The zipcodes of Lake Forest are: 92609, 92630, 92610, 92679.

About Rancho Santa Margarita: Before it was owned by the O’Neill family, Rancho Santa Margarita was home to Shoshonean Native Americans. RSM is one of the many planned communities in Orange County and is also one of the newest, having become a city in 2000. The community known as “A Small City with the Soul of a Small Village” is the perfect place for families and today nearly 50,000 people call it home. Community activities such as the Fourth of July Celebration and the Summer Concert Series are favorites among residents. Dove Canyon is a gated community in Rancho Santa Margarita. Within Rancho Santa Margarita are the communities of Dove Canyon and Coto De Caza that border the Cleveland National Forest and is best known for its choice golf courses. Rancho Santa Margarita borders Ladera Ranch, San Juan Capistrano, Mission Viejo, San Clemente, Talega, Trabucco Canyon and Laguna Niguel. Residents enjoy the outdoors at the Thomas F. Riley Wilderness Park and the Wagon Wheel Park Bike Trails, as well as a variety of community and family events such as the Boo Bash and Holiday in the Park. The zipcodes of Rancho Santa Margarita are: 92688, 92679.

 

ESTATE TAXES SERVICES
to Attorneys and Executors

(714)225-7877 "Relax with Clayton Financial and Tax"


ESTATE TAXES - ESTATE TAX SERVICES TO ATTORNEYS AND EXECUTORS - ESTATE TAX PLANNING - ORANGE COUNTY - INHERITANCE

Gift Tax Planning - Retirement Tax Planning - Business Succession Tax Planning - Trust Tax Planning - Irvine - Enrolled Agent (EA) - IRS

Our customers come from all over Orange County, please find some of the zipcodes and cities below: Aliso Viejo, 92653, 92656, 92698, Anaheim, 92801, 92802, 92803, 92804, 92805, 92806, 92807, 92808, 92809, 92812, 92814, 92815, 92816, 92817, 92825, 92850, 92899, Brea, 92821, 92822, 92823, Buena Park, 90620, 90621, 90622, 90623, 90624, Costa Mesa, 92626, 92627, 92628, Cypress, 90630, Dana Point, 92624, 92629, Fountain Valley, 92708, 92728, Fullerton, 92831, 92832, 92833, 92834, 92835, 92836, 92837, 92838, Garden Grove, 92840, 92841, 92842, 92843, 92844, 92845, 92846, Huntington Beach, 92605, 92615, 92646, 92647, 92648, 92649, Irvine, 92602, 92603, 92604, 92606, 92612, 92614, 92616, 92618, 92619, 92620, 92623, 92650, 92697, 92709, 92710, La Habra, 90631, 90632, 90633, La Palma, 90623, Laguna Beach, 92607, 92637, 92651, 92652, 92653, 92654, 92656, 92677, 92698, Laguna Hills, 92637, 92653, 92654, 92656, Laguna Niguel, 92607, 92677, Laguna Woods, 92653, 92654, Lake Forest, 92609, 92630, 92610, Los Alamitos, 90720, 90721, Mission Viejo, 92675, 92690, 92691, 92692, 92694, Newport Beach, 92657, 92658, 92659, 92660, 92661, 92662, 92663, Orange, 92856, 92857, 92859, 92861, 92862, 92863, 92864, 92865, 92866, 92867, 92868, 92869, Placentia, 92870, 92871, Rancho Santa Margarita, 92688, 92679, San Clemente, 92672, 92673, 92674, San Juan Capistrano, 92675, 92690, 92691, 92692, 92693, 92694, Santa Ana, 92701, 92702, 92703, 92704, 92705, 92706, 92707, 92708, 92711, 92712, 92725, 92728, 92735, 92799, Seal Beach, 90740, Stanton, 90680, Tustin, 92780, 92781, 92782, Villa Park, 92861, 92867, Westminster, 92683, 92684, 92685, Yorba Linda, 92885, 92886, 92887, Coto de Caza, El Modena, Ladera Ranch, Las Flores, Midway City, Orange Park Acres, Rossmoor, Silverado Canyon, Sunset Beach, Surfside, Trabuco Canyon, Tustin Foothills

Copyright © 2008 EstateTaxService.com - EA (Enrolled Agent) P.O. Box 15744, Irvine, CA 92623
Email: Begin@EstateTaxServices.com

Website: EstateTaxServices.com and estatetaxservicesorangecounty-irs-ea-attorney-executor-planning.com

ORANGE COUNTY CALIFORNIA