Tax Preparation and Tax Planning

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Most tax preparers can file a return. Few understand how that return fits into the bigger picture of your legal and financial world.

At McLaughlin Legal, our integrated approach means your tax preparation is handled by professionals who also represent clients before the IRS, FTB, EDD, and CDTFA. We know how to identify issues before they become problems, and how to position you for success if they do.

Our team prepares returns for:

• Individuals and families (Form 1040)

• Corporations (Forms 1120, 1120-S)

• Partnerships and LLCs (Form 1065)

• Trusts and estates (Forms 1041 and related filings)

• Nonprofits (Form 990)

• International taxpayers and expatriates (FBAR, Forms 5471, 8938, 3520, and related disclosures)

Our tax preparation services are built on the same core principles that define our firm’s tax law practice:

1. Accuracy and Compliance: Every return is reviewed by experienced tax professionals and attorneys to ensure compliance with federal and state law.
2. Proactive Tax Planning: We identify opportunities for deductions, credits, and entity structuring that minimize liability and maximize savings.
3. Audit Readiness: Because our team regularly defends clients in IRS and state audits, we know how to prepare returns that withstand scrutiny.
4. Strategic Integration: We coordinate with your financial advisors, bookkeepers, and accountants to align your tax filings with your overall strategy.

From our offices in San Diego, McLaughlin Legal serves clients across California and throughout the United States. Whether you need help filing a complex business return, resolving prior-year issues, or planning for upcoming tax seasons, our team provides clarity, confidence, and exceptional service.

Ready to take the next step in preparing your returns? Contact us today to discuss your tax preparation and tax planning needs. At McLaughlin Legal, APC, we're not just your attorneys; we're your dedicated partners in success. Your vision is our mission.