John Trapani, CPA

Putting The Pieces Together For You

(805) 497-4411

2975 E. HILLCREST DRIVE

THOUSAND OAKS, CA 91362

Accounting Services: Individual

• Tax Planning & Preparation
• IRS Representation
• Estate & Trust Tax Preparation
• Retirement Planning
• Debt & Financing Services

 

John Trapani, CPA serves individuals by bringing over 40 years of diverse experience to the process of preparing and planning for your individual tax situation.

Our firm offers a wide range of services. Clients benefit from personalized, quality service.

Listed below are the services available to clients. Please contact us about any service that you require. We look forward to assisting you in fulfilling your needs.

• Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual clients. Our experienced staff can develop tax strategies that take advantage of ever-changing and evolving tax laws and legislation.

• IRS Representation

Representation starts with proper preparation and documentation. During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

• Estate & Trust Tax Planning and Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. We can guide you through the complex process of getting your financial affairs in order.

• Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. Please note that at John Trapani, CPA, we provide neutral advice to our clients: we do not sell insurance or other financial products.

• Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal needs or consolidating your current debt to a more manageable level.