Compliance & Planning
Stay compliant and plan ahead—so you avoid penalties, reduce surprises, and feel confident about your taxes. We support individuals and business owners with year-round tax planning, estimated tax guidance, and clear next steps based on your situation. (As applicable.)
JB Realty & Tax Solutions supports California & nationwide clients with proactive check-ins, estimated payments guidance, and help understanding IRS/state notices and what to do next.
Not sure where to start?
If your income is changing, you’re self-employed, you own a small business, or you received a letter from the IRS/state, we’ll help you understand what matters most right now and build a simple plan to stay organized and compliant.
📅 Estimated Taxes & Year-Round Planning
If your income changes or you’re self-employed, planning throughout the year helps you stay on track. We help estimate payments and prepare for upcoming deadlines. (As applicable.)
- Quarterly estimated tax guidance (as applicable)
- Income change review and planning checkpoints
- Expense and deduction planning (as applicable)
- Year-end planning recommendations
- Calendar reminders and next-step guidance
✅ Compliance Support for Individuals & Businesses
Compliance is about staying organized, keeping records, and meeting deadlines. We help you understand what’s required and how to stay aligned with federal and state expectations. (As applicable.)
- Recordkeeping and documentation guidance
- Business compliance checklists (as applicable)
- Tax filing readiness support
- Coordination support with bookkeeping/payroll (if applicable)
- Guidance to avoid common mistakes
📄 IRS / State Notices & Next Steps
Received a letter from the IRS or the state? We help you understand what it means and what may be needed next. (Notice support depends on the situation and scope.)
- IRS / State notice review (as applicable)
- Document request organization
- Guidance on deadlines and next steps
- Amended return guidance (as applicable)
- Resolution-oriented recommendations
❓ Common Questions
Do I need quarterly estimated tax payments?
If you’re self-employed, receive 1099 income, have business income, or don’t have enough withholding, you may need estimated payments. We review your situation and guide you on next steps. (As applicable.)
Can you help if I received an IRS or California notice?
Yes—if you received a notice, we can help you understand what it means, what documents may be needed, and what deadlines matter most. Support depends on the scope and situation.
Do you offer year-round planning or only tax season?
We support clients year-round with planning check-ins, estimated tax guidance, and organization recommendations— so tax season feels easier and more predictable.
Request a Planning Consultation
Want to stay ahead this year? Tell us about your income or business and we’ll outline the best next steps to stay compliant and organized.
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