The Kingsley Firm


"It's not what you earn, it's what you keep!"

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Services

 

  Tax Planning, Preparation and Representation

I will keep you informed of changes in the tax laws on this website, so visit often. I will do whatever is necessary to keep you from incurring late filing penalties and search out the least taxing way to comply with our very complex tax laws. I encourage planning meetings after the end of tax season and before year-end, so please schedule an appointment.

I have prepared tax returns for residents of many states beside California. Some have been California non-residents with a California filing requirement, and others have moved out of state and continued to engage me. I therefore, know the rules for many other states, and the differences that can occur in tax treatment between California, federal and other states’ tax laws.

My past experience in international taxation can be especially helpful to immigrants and non residents, or for those thinking of working abroad and wanting to take advantage of the foreign earned income credit.

In the event of an audit, I can represent you before governmental authorities. Of course, my tax preparation methodology attempts to avoid this outcome by questioning apparent anomalies on the face of the return. My goal is to be prepared, in advance, for any eventuality.

  Retirement Planning

I believe strongly in saving early and often and in planning for retirement and accumulation expenditures early in life. Everyone must plan to provide for his or her own retirement and I will give to you the information you need to decide what vehicles to use, e.g., Traditional or Roth IRA, SEP IRA, SIMPLE IRA, etc. One must harness the power of compounding. I can also assist you with budgeting, savings and debt management.I can assess your estate planning needs and refer you to attorneys who will draft documents appropriate to your situation.

  Small Business Assistance

I can counsel you on the best entity (sole proprietorship, partnership, LLC or corporation) for your circumstances. Each has its own positives and negatives, making the decision complicated.

I can assist you with the purchase or sale of your business. I can provide guidance on the most favorable allocation of purchase and selling price to the assets being bought and sold.

I can help you with your bookkeeping problems in the way you want to be helped. I can assist you in maintaining your records in QuickBooks, Quicken, or my new personal favorite, Moneydance.  Or I will do your bookkeeping for you, if that is your desire.

  Financial Reporting

I can prepare compiled financial statements for your personal or business finances. These might be required by outside parties, such as banks, lessors and insurers. The statements are prepared on the accrual or cash basis of accounting, depending on which are appropriate for the financial statement users.

The California Board of Accountancy has a web page entitled “How to Select a CPA”.

The firm of Alan F. Kingsley, CPA is licensed by the California State Board of Public Accountancy.

Tax Links

  • AICPA Tax Information
  • California Employment Development Department
  • California Guide to Reporting Out-of-State Purchases
  • California State Board of Equalization
  • California Tax Law
  • Duke Law Library – Intro to Tax Research
  • Employer Registration – California Employment Development Department
  • Employer Registration – Internal Revenue Service [for Employer Identification Numbers also]
  • Franchise Tax Board
  • Free File: Do Your Federal Taxes for Free
  • Government Printing Office
  • Internal Revenue Code
  • Internal Revenue Service
  • Tax News
  • U.S. Social Security Administration
  • U.S. Treasury Regulations

Financial Planning Links

  • Federal Reserve – The Beige Book
  • Federal Trade Commission – Free Annual Credit Reports
  • Financial Engines
  • Investment University
  • Moneydance Software
  • Winning the Loser's Game

General Interest Links

  • *Podcast — IRS WEB2Go Smartphone App
  • *YouTube Video — IRS IRS2G0 Smartphone App
  • AcousticVibes – audio recording services
  • Alan's Flute and Music Pages
  • California Board of Accountancy
  • Kingsley2D – photos and more
  • Susan Kingsley, Realtor
  • Ted Kingsley's personal site
  • Wikipedia Article About CPAs

IRS Circular 230 Disclosure

31 CFR Part 10, section 10.35, requires me to notify you that any tax advice in this electronic forum (including any attachments, postings, pages or links) was not intended or written by me to be used, and cannot be used by you (or any other taxpayer), for the purpose of (i) avoiding penalties under the Internal Revenue Code of 1986, as amended, or (ii) promoting, marketing or recommending to another party any tax-related matter addressed herein.
  1. Please send any feedback, questions or comments.
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IRS Circular 230 Disclosure

31 CFR Part 10, section 10.35, requires me to notify you that any tax advice in this electronic forum (including any attachments, postings, pages or links) was not intended or written by me to be used, and cannot be used by you (or any other taxpayer), for the purpose of (i) avoiding penalties under the Internal Revenue Code of 1986, as amended, or (ii) promoting, marketing or recommending to another party any tax-related matter addressed herein.
The California Board of Accountancy has a "Consumer Assistance Booklet" describing such topics as "How Do I Select a CPA" and "What Services are Provided by CPAs?" It's available here in pdf format.

The firm of Alan F. Kingsley, CPA is licensed by the California State Board of Public Accountancy.

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Tax Links

  • AICPA Tax Information
  • California Employment Development Department
  • California Guide to Reporting Out-of-State Purchases
  • California State Board of Equalization
  • California Tax Law
  • Duke Law Library – Intro to Tax Research
  • Employer Registration – California Employment Development Department
  • Employer Registration – Internal Revenue Service [for Employer Identification Numbers also]
  • Franchise Tax Board
  • Free File: Do Your Federal Taxes for Free
  • Government Printing Office
  • Internal Revenue Code
  • Internal Revenue Service
  • Tax News
  • U.S. Social Security Administration
  • U.S. Treasury Regulations
  • Privacy Policy
  • Services
  • Understanding the Real Estate Tax Deduction
  • Famous Tax Quotations
  • Sitemap
  • Tax Agency News
  • IRS Announces 2012 Standard Mileage Rates, Most Rates Are the Same as in July
  • IRS e-file Launches Today; Most Taxpayers Can File Immediately
  • IRS Issues Proposed Regulations on New Basis Reporting Requirement
  • Alan’s “Free/Busy” Schedule
  • Windows 8 Now or Later?
  • New California College Access Tax Credit
  • Security Awareness
  • What’s New for Filing 2017 Tax Returns [CA Franchise Tax Board]
  • How Taxpayers Across the Country Can Have their Taxes Prepared for Free

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