◈ Homepage — https://www.elitetaxagency.com/Skip to Main Content Pay Online Here elite Tax Agency Inc. HOME elite SERVICES elite VISION ABOUT elite CONTACT elite elite Partners A BOUTIQUE TAX AGENCY Specializing in Tax Audits & Reviews, Business Consulting, Financial Analysis, IRS Representation, Back Taxes & Business Tax Prep/Planning in all 50 States. ​ elite Tax Agency focuses on proactive tax planning strategies that begin with accounting. We believe that many business owners don't take advantage of tax-saving strategies that are backed by IRS guidelines to lower taxes.   We also provide accounting services to business owners that have been in business for a minimum of 3 years and have revenue of at least $2 million to implement these strategies.   We start by looking at your books and most recent tax returns to implement any past tax savings that were not taken advantage of. We want to prevent any reactive consequences as a result of erroneous tax filings or erroneous financial statements.   elite serves clients nationwide and look forward to partnering up with you.   elite SERVICES Tax Audits & Reviews  Business Consulting  Tax Preparation & Planning Collection Resolution  Back Taxes IRS Representation Penalty Abatement Offer In Compromise elite VISION At Elite Tax Agency, Inc our vision is to step in when you feel the tax cloud hanging over your head.  We're here to help you get a better understanding of the tax process and how to move forward when you feel that the government is targeting you.  Having a better understanding of how the taxing authorities work will make you feel more empowered and less stressed.  Let us be your guide and we'll do everything we can to take care of your tax troubles. Margarita Cabanillas, E.A., owner of Elite Tax Agency Inc, is a native of the California Bay Area. She studied accounting and business at Heald College in Concord and went on to continue her education at Saint Mary’s College in Moraga. She’s always had a passion for numbers and taxes and learned that many individuals would come to her for advice.   The natural fit for her was to go on and continue working with businesses that needed assistance with their accounting and tax preparation needs. After starting her business in 2011 as Emmy Dee’s QuickBooks Solutions, she decided she wanted to extend her knowledge in the field of taxes. In 2015, Elite Tax Agency, Inc was created so Margarita could pursue her Enrolled Agent status and explore the field of representation where she could help clients with tax troubles.   Margarita is also a Certified Tax Coach where she implements her proactive tax planning strategies.   She knows how to take advantage of credits and loopholes in the tax code that most billionaires use to lower their tax liability all backed up with IRS Regs.  Margarita’s been well versed in accounting and taxes since she graduated in 2002.  She considers herself a "tax geek" and enjoys researching tax topics and working on difficult tax scenarios.   elite Tax Agency Inc. elite Tax Agency Inc. 1717 N. California Blvd. Suite #2C Email: [email protected] Tel:  844.366.9333 ​EA# 118224   ​ Contact Us. SEND BACK TO TOP © 2018 by ELITE TAX AGENCY ◈ Interior Pages — 2 pages crawled--> elite Partners | elite top of page Pay Online Here elite Tax Agency Inc. HOME elite SERVICES Tax Audits & Reviews Business Consulting Tax Preparation & Planning Collection Resolution Back Taxes IRS Representation Penalty Abatement Offer in Compromise elite VISION ABOUT elite CONTACT elite TAX PREP SIGN UP Payments Ask a Question! Secure Document Portal elite Partners More Use tab to navigate through the menu items. Michael Velzo 48 Gold Street San Francisco, CA 94133 T: 415.217.7900 D: 415.217.7906 [email protected] www.jsfin.com Jackson Square Financial serves the needs of the small to mid-sized business owner and active executive by offering customized group benefits, retirement plans, and wealth management. We understand that businesses and individuals face unique challenges on a daily basis. Our boutique services can help take the unknown out of employee benefits and financial planning. We pride ourselves on listening to our clients, providing a concierge level of service and implementing innovative solutions that can address each need of our clients. Jackson Square Financial is dedicated to providing comprehensive strategies tailored toward achieving your specific goals.   Michael enjoys helping organizations and individuals develop comprehensive financial strategies. After graduating from the University of Michigan, he began his career on the trading floors and clearing house of the Chicago Mercantile Exchange. Building upon this foundational experience, his career has included roles within the areas of Financial Operations, Trading, and Risk Management.   CA Insurance License #OL74916   Michael Velzo is a LPL Registered Representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC   Jackson Square Financial, Elite Tax Agency Inc., and LPL Financial are separate entities. © 2018 by ELITE TAX AGENCY bottom of page --> elite TAX AGENCY INC. | elite top of page Pay Online Here elite Tax Agency Inc. HOME elite SERVICES Tax Audits & Reviews Business Consulting Tax Preparation & Planning Collection Resolution Back Taxes IRS Representation Penalty Abatement Offer in Compromise elite VISION ABOUT elite CONTACT elite TAX PREP SIGN UP Payments Ask a Question! Secure Document Portal elite Partners More Use tab to navigate through the menu items. Top of Page Tax Audits & Reviews Business Consulting Tax Prepeation & Planning Collection Resolution Back Taxes IRS Reprsentation Penalty Abatement Offer In Compromise Tax Audits & Reviews  Ask a Question! Tax Audits and Reviews can come from a variety of different agencies to include the IRS, State Taxing Agencies, Sales Tax Authorities, Payroll Tax Authorities, etc.  As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.    We'll begin by reviewing the notice or letter you received in the mail along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action. Business Consulting  Ask a Question! As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business.   Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions. Tax Preparation & Planning  Ask a Question! Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent.   By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities. Collection Resolution Ask a Question! Collection Resolution is a means to satisfy both the government and the individual or corporation in a debt collection case.  A collection resolution case requires collecting data for the government as requested but also to get the facts straight.  There are various tax resolution options available, which we'll discuss to figure out which one is the right solution for your case.  The government may issue a notice to lien, levy or seizure of assets and cash.  The government can issue these notices to last up to 10 years or more depending on actions that may extend the collection.    As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the resolution process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action. Back Taxes  Ask a Question! Back Taxes are tax returns that have not been filed and need to be brought current.  Back taxes can occur to many clients due to various reasons such as medical, financial, out of the country, or plain scared to file.  Although it can be scary and stressful to begin the process of filing back taxes it is the number one step to getting you out of "trouble".  The first step the government requires you to do is to file your tax returns.  The second step would be to pay if there is an amount due.  There are various payment methods that can be set up if you owe more than you can handle at once.  However, you want to continue down the right path so that the authorities don't come knocking and demanding payment in full.  If you have back taxes and you are due a refund then you may not be entitled to that refund if it's been longer than 3 years of the tax due date.  Don't hesitate to reach out whether you feel the need to file and lower your stress or you've begun to receive notices from the government.    We will be happy to steer you in the right direction so that it doesn't feel so daunting.  As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the process of getting your taxes up-to-date, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action. IRS Representation Ask a Question! An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.     As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the representation process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action. Penalty Abatement Ask a Question! A Penalty Abatement is when the government grants a waiver of a penalty due to previous history of good standing, medical reasons or other circumstances.  This can significantly bring down your tax liability and how much you may need to pay.   As Enrolled Agents, we are experienced in communicating with the IRS Office of Appeals and the Penalty Appeals Service Coordinator.  We have been very successful in getting penalty abatement's granted.  After pulling your initial tax analysis we will be able to determine if you may be eligible for the abatement. Offer In Compromise Ask a Question! An Offer In Compromise is a payment option that the IRS offers to individuals and businesses that owe an insurmountable amount of tax debt.  Although this sounds like a very good option, it has very strict rules surrounding the eligibility of this payment option.  The IRS personnel will likely reject or modify the offer if it's not submitted using their financial statement guidelines.     As Enrolled Agents, we are experienced in communicating with the agents and officers assigned to these cases.  To start the Offer In Compromise process, we'll review your notice or letter along with the backup documents you have that are being questioned.  An initial tax analysis will be conducted for the years listed on the notice and the surrounding years to create a plan of action. Tax Audits & Reviews Business Consulting Tax Prepeation & Planning Collection Resolution Back Taxes IRS Reprsentation Penalty Abatement Offer In Compromise © 2018 by ELITE TAX AGENCY bottom of page