Nancy A. Voils, C.P.A.

Services

At Nancy A. Voils, CPA, hand holding is our business.  Ms. Voils recognizes that tax compliance and trust and estate administration can be confusing.  Events happen in our lives which typically impact a personís tax situation.  Ms. Voils encourages her clients to call her with questions during the year.  It is much easier to plan for taxes before events take place. 

Following are some of the tax services provided:

  •     Income tax return preparation
  •     Estate and gift tax return preparation
  •     Tax planning and consulting
  •     Multi-state tax preparation and planning
  •     U. S. tax return preparation for international clients
  •     Assistance with estate and trust administration
  •     Preparation of information returns for non-profit organizations
  •     Trustee services for Irrevocable Life Insurance Trusts (ILITís)

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Clients include:

  •     Individuals, including sole proprietors, non-residents of California or the U.S., disabled persons, etc.
  •     Trusts, including Special Needs trusts, Charitable Remainder trusts, ILIT's, various estate and administrative trusts
  •     Corporations, S-Corporations, partnerships, LLCs, LLP's, Family Limited partnerships, and non-profit organizations
  •     Estates

 

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