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Our Services

At FJR, we have helped countless businesses and individuals to enhance the quality of their financial lives. We have done this by providing timely tax planning and considered the options for enhanced asset protection. We help our clients prepare for retirement, while reviewing the many facets of personal wealth preservation and management. Finally, we work hand in hand with our clients’ legal, investment and other financial advisers and counselors. In the final analysis, it comes down to proper planning and understanding of your finances and we at FJR will assist you in accomplishing those goals you wish to set for yourselves.

General Accounting & Finance

  • Financial Statements- compiled, reviewed, and audited
  • Audits of pension plans and Employee benefit plans
  • Asset Protection
  • Estate Planning
  • Cash Flow analysis and projections
  • Personal Financial Statements and other specialized statements on prescribed forms (for banks, and other investing and lending institutions)
  • Operational and Management Overviews and Reviews
  • Presentations to Management
  • Financial Planning
  • Retirement Planning
  • Payroll Services
  • Bookkeeping/Write Up
Make sure and keep your receipts.

Taxes

With a keen eye for complete and well-documented tax research, access to legal and other tax experts, we provide our clients with aggressive representation and the most current information available. We do this by constantly seeking out updates from nationally recognized tax services, AICPA publications, unlimited research access to tax literature and online databases, such as RIA™ and CCH™, and other resources for which FJR prides itself. Such services include:
  • Business and Personal Tax Planning and Preparation
  • Tax Research
  • Federal, California and Arizona Audits
  • Estate, Trust, and Gift Tax Planning
  • International Tax Issues
  • Payroll Tax Support
  • Sales Tax (Transaction Privilege Tax) Audits and Issues
  • Pension and Retirement Planning
  • Tax Strategies
  • Tax Collections Intervention and Support

Specialized Services

We know that the federal budget is stretched thin. That translates into extra scrutiny from the IRS, meaning more vigorous collections activities in the form of liens, levies and garnishments. There will also be more audits, especially of small business owners, due to improperly prepared tax returns, faulty accounting records, unsubstantiated deductions (failure to maintain receipts), etc. If you are afraid you might be next, give FJR a call.

We have the expertise to vigorously advocate on behalf of our clients by providing client tax representation.  If you are the subject of examination or collections activities from the IRS or other tax agencies, give FJR a call today.

Canadian Tax Preparation

FJR is well versed in Canadian tax laws and can help you in the following scenarios and more:

If you are not a factual resident of Canada or a deemed resident of Canada, then you are considered to be a nonresident of Canada. Nonresidents of Canada only need to pay Canadian income tax in limited circumstances.

Nonresidents are liable for tax in Canada if they:

• Were employed in Canada

• Carried on business in Canada

• Disposed of taxable Canadian property (e.g. Canadian real estate)

If any of these situations apply, you may have a Canadian tax filing requirement:

Nonresidents that earned employment income in Canada must pay Canadian income tax on that employment income. Canadian employment income is subject to a graduated tax, where the rate of tax increases as the employment income received increases.

Nonresidents carrying on business in Canada must file a Canadian tax return. If the nonresident business also has a permanent establishment in Canada, then the nonresident business must pay tax on the profits earned through the Canadian permanent establishment.

Nonresidents that dispose of Canadian real estate are liable for tax in Canada on the profits realized on the disposition/sale of that real estate. 

Other Assurances & Advisory Services

  • Agreed upon procedures
  • Financial due diligence
  • Internal audit
  • Sarbanes-Oxley (SOX) compliance