Sign In Get Started

Kevin J. Carlson — CPA in Rancho Santa Fe, California

KJ

Kevin J. Carlson

Certified Public Accountant | Licensed in California
0.0 (0 reviews)
Verified Licensed
Po Box 5000, Pmb 301, Rancho Santa Fe, California 92067 View on Maps

About Kevin J. Carlson

Located in Rancho Santa Fe, California, Kevin J. Carlson offers specialized accounting services to small and medium-sized businesses, including S-Corps, partnerships, and LLCs.

With over 15 years of experience, his expertise spans basic accounting services, business tax services, and financial planning, helping clients navigate complex financial landscapes.

Carlson's services encompass sales tax compliance and general accounting and advisory services, providing a comprehensive support system for business owners to make informed decisions.

His ability to adapt to diverse business structures and tailor his services to meet individual needs has earned him a reputation as a reliable and knowledgeable resource in the industry.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Rancho Santa Fe

DA
David A. Hawkins
Rancho Santa Fe, California
GA
Gary A. Leck
Rancho Santa Fe, California
DD
Denise D. White
Rancho Santa Fe, California
SW
Susan W. Fonss
Rancho Santa Fe, California
KL
Kali L. Kim
Rancho Santa Fe, California
DA
Dolores A. Baker
Rancho Santa Fe, California

Contact Kevin J. Carlson

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns