Lower taxes are planned, not filed.
Projections, entity and salary strategy, retirement moves — decided before December 31, while they can still change your bill.
Enrolled Agents · Whittier, California
Filing forms doesn’t lower your taxes. Planning does.
For 35+ years, our Enrolled Agents have helped families and small businesses solve tax problems and plan ahead — so you keep more of what you earn, and never face the IRS alone.
35+years
in practice, serving the same families year after year
EA
Enrolled Agents, licensed to represent you before the IRS
50states
plus non-resident returns, filed remotely
Family
owned and operated — not a franchise
Bring us the problem. We’ll bring the plan.
Not sure which fits? Call (562) 404-1562
- Form 1040Individuals
& FamiliesYear-round tax planningRetirement & investment strategyReturns in every state - Forms 1120-S · 1065 · Sch CSmall
BusinessesEntity & owner-salary strategyQuarterly planning check-insReturns, books & payroll - IRS Notice CP2000IRS Letters
& Back TaxesNotices & audits, answered for youUnfiled years, made currentPayment plans & penalty relief
Filing is the easy part. We solve the hard parts.
Most firms stop at the return. We start with the problem — and the plan that keeps it from coming back.
A letter from the IRS isn’t a crisis.
We read it, explain it in plain English, and respond for you. As Enrolled Agents, we can represent you directly.
Behind a year — or five?
We file the missing returns, work out a payment plan if you need one, and get you current. No judgment.
Books that tell you what to do next.
Monthly bookkeeping, payroll and CFO-level advice — so decisions are made on real numbers, not guesses.
For individuals
- Tax planning & year-end projections
- Retirement & investment tax strategy
- Individual returns — every state, plus non-resident
- Amended returns & refund recovery
- IRS & state notice response
- Prior-year & delinquent returns
- ITIN applications & renewals
For businesses
- Year-round tax planning & quarterly check-ins
- Entity choice & S-Corp salary strategy
- Business returns — sole prop, LLC, S-Corp, C-Corp, partnership
- Bookkeeping & accounting
- Payroll processing
- Outsourced CFO & controller
A family practice, not a franchise.
For more than 35 years, clients have called Sharma Tax because they want someone who knows their name — and their file. Our Enrolled Agents are federally licensed, so we don’t just prepare returns; we can stand between you and the IRS.
Subodh Sharma
CEO
Sameer Sharma
CFO
Sachin Sharma
COO
Gurkarm Randhawa, CPA
Head of Accounting
Meet the team
The people behind your return.
Rishi Sharma
Sr. Tax Strategist
Four steps. No surprises.
More about our process →01
Diagnose
We look at your whole picture and find the problem — or the opportunity.
02
Plan
A clear strategy in plain English: what to do, and when to do it.
03
File
Returns prepared, reviewed and e-filed — the plan, carried out.
04
Adjust
Check-ins through the year as your life and the tax law change.
Good questions.
What’s the difference between tax preparation and tax planning?
Preparation reports what already happened. Planning changes what happens next — timing income and expenses, choosing the right entity and owner salary, making retirement contributions — before the year ends, when it can still lower your bill. We do both, and planning is where most clients save the most.
How can I avoid common tax mistakes when starting a business?
Keep accurate records from day one, keep personal and business money in separate accounts, and talk to a tax professional before you pick an entity type. Most expensive mistakes happen in the first year, when they are also easiest to prevent.
How should a small business owner prepare for a tax audit?
Organize your records — receipts, invoices, bank statements — and make sure what you filed matches them. Then let us handle the communication with the IRS. As Enrolled Agents we can represent you directly, so you rarely need to speak to an auditor yourself.
Why is it important to track expenses year-round?
Consistent tracking means accurate records, deductions you would otherwise forget, and no surprises in April. It also makes quarterly estimates far easier to get right.
What should solopreneurs know about retirement planning?
Start early. A Solo 401(k) or SEP IRA lets you save for retirement while lowering your taxable income today. Which one fits depends on your income and how much you want to contribute — a good question for your planning meeting.
Do I need to be in California to work with you?
No. We prepare returns for every state and for non-residents, and most clients work with us entirely remotely through our secure client portal.
Book a consultation
Prefer to talk? Call (562) 404-1562 or email Info@sharmatax.com.