Accounting:
At BillDove.com, our philosophy is “Just enough accounting to get the tax return done.” Most business owners only need this level of accounting support, and that’s what we recommend. You are busy running your business, and the financial records are for you – to use in managing your business and preparing tax returns – and that’s all. We emphasize accounting that is primarily geared toward tax return compliance and management of tax liabilities.

Key Benefits:
Be comfortable with your accounting.
Keep taxes under control.
Eliminate worries.

 

Income Taxes:

Traditional view of tax compliance  Vs. Income Taxes using the BillDove.com Methodology:

The preparation of an income tax return is called “Tax Compliance.”

Tax Compliance: Start with information for events that already occurred
Defined: convert that information into an income tax return.

Tax compliance means that information from 1099’s, W-2 Forms, etc. is converted into the form of a tax return.  BLAH, BLAH, BLAH – ad naseum.  Don’t get us wrong, it is an essential function, and one that is getting more complex every year.  More importantly: WE CAN HELP!

The BillDove.com philosophy is to provide you with a prescription for your taxes.  Help you to manage them, like your doctor might help you manage a health issue - like Diabetes.   Diabetes will always be there, and will create problems for you here and there, but it is a manageable problem as long as you follow some straightforward “lifestyle management” rules.   In a similar way, taxes can be managed and incorporated into your lifestyle.  The management of taxes involves tax planning.

Tax Planning:  Estimate this years income and expenses.  Compute the income tax liability based on the estimated figures.  Using that starting point, evaluate options to consider for the balance of the year and search for ways to shave dollars from your tax liability.

Planning makes all the difference. As one wise man said, “If you fail to plan, you plan to fail.” 

Key Benefits of tax services:
Your tax return is correct and complete.
Assistance is available for government audit.
You manage your tax liabilities in advance.
You experience enhanced cash-flow management.

 

Estate Taxes:
You may think that you should not be concerned about the estate tax because it’s been repealed. Even if the estate tax does not affect you, there are substantial non-tax reasons to do estate planning.

If you don’t put together an estate plan, you still have an estate plan.

In California, it’s called “intestate succession,” and assets are distributed according to state law. “Probate” also applies.  These rules for distributing your assets may be vastly different from what you might want, and that’s why estate planning is an essential part of your financial life.

The emphasis of estate planning is to ensure that family, business and financial needs are met.

The estate tax affects people who have struggled to win at life. They are successful investors and entrepreneurs.  The total value of their business, residence, IRA and pension accounts and investments easily eclipse the lifetime exclusion amount.  Although the lifetime exclusion is now $1,500,000 – even folks who have lived a modest life have accumulated significant financial wealth.

At BillDove.com, we can show you how the estate tax will affect you, and demonstrate strategies to mitigate or even avoid the death tax altogether.

Key Benefits of estate planning with the BillDove.com team:
Enhanced asset management.
Relief!  Things happen according to YOUR wishes.
No more blah blah blah from your accountant.
Government requirements are met.
Relief of the tax compliance burden.
Put this behind you and get on with your life. (also known as “no worries, Mate”)

 

Estate Planning
This tax affects people who have struggled all their lives to be successful investors and entrepreneurs (i.e. they have money). The total value of a business, Southern California residence, a IRA rollover account and investments can easily eclipse the lifetime exclusion amount. Although the lifetime exclusion is now $1,000,000 – even folks who live modestly have accumulated many times this amount in assets.

The Estate Tax starts with a 37% tax rate, and quickly exceeds 50%. Let BillDove.com help prevent the government from confiscating the wealth you spent a lifetime to accumulate.

Estate Planning Strategies can reduce or eliminate this tax. The estate tax is the only tax that is truly optional. And BillDove.com can tailor a plan that fits your lifestyle and budget.

Key Benefits:
Enhanced asset management.
Relief!  Things happen according to YOUR wishes.
No more blah blah blah from your accountant.

 

Peace of Mind:
Put it all together. Planning for income taxes. Planning for death taxes. The future becomes a known commodity, not some mystery. That spells peace of mind.

Our daily lives are a constant struggle. We juggle myriad obligations and concerns. And tax and estate issues are there – hiding in the background – but they ARE there. Solving those problems, enhancing cash management and asset management, are one less thing that you will need to worry about.

That spells peace of mind.

Let BillDove.com assist you. You’ll be glad you did.

Key Benefits:
You know what they are.
We Don't have to tell you.
You KNOW what they are.

 

Biographical Information for William J. Dove, CPA

 William J. Dove has over 20 years experience providing tax services to a wide variety of clients. In addition to providing tax planning and tax compliance services, Bill is well versed in estate planning and techniques. 

Bill graduated from California State University, Los Angeles in 1982 with a Bachelor’s Degree in Accounting. A course, “Principles of Taxation” introduced Bill to the field of taxation and was followed up with an internship preparing tax returns.  Taxation became the career goal.

To enhance expertise in taxation, he obtained a Master’s Degree in Taxation from Golden Gate University in 1987. This degree provided the technical background and foundation for a career serving the tax needs of a variety of clients.

He has served clients in real estate, entertainment, technology, manufacturing, entertainment and professional service industries. Service is a key word.   Many times, people are not given the proper degree of service.  Bill strives to meet the needs of each and every client for income tax reporting purposes.

Bill has served as president and treasurer of the El Rincon PTA in Culver City, and is actively involved in the Knights of Columbus, a catholic fraternal service organization. He also makes a helluva cup of java for the Sunday after-mass crowd.

 

Links to Helpful Information on the Web:

IRS Web Site: Tax Forms

IRS Web Site: Home Page

FTB Web Site: Tax Forms

FTB Web Site: Home Page

Submit your favorite Tax Related Link, and we may add it to this page - Contact Us

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