Services for Individuals and Families

From tax preparation to planning your retirement. We can guide you through it all. 

At Del Rey Tax, we help our clients keep their personal finances under control.

Our Services List

Tax Preparation

You have probably heard from friends and family that proper tax preparation is very important, but it can also be a challenging and stressful thing to handle on your own. You may have tried an online solution, but the best tax software can’t do as good of a job as a tax accountant. Software is often unequipped to customize and prepare income tax returns in the detailed way that a tax consultant firm such as Del Rey Taxes can.

Family Taxes

Working with a professional tax advisor is especially important if you’ve recently gotten married, divorced, changed residency or employment, adopted a child, inherited money or assets, purchased real estate, lost a spouse, if you take care of your elderly parent, or if you’re planning to fund a relative’s college tuition.

Audit Assistance

If you’ve been receiving IRS notices, we can help you. No matter what IRS tax problems you may be dealing with, we understand the laws, rules, and every other detail about IRS regulations. In short, we know exactly what to do when it comes to representing taxpayers before the IRS. At Del Rey Tax, we can file back taxes for you, stop wage garnishment, avoid property seizure, stop levies and liens, and resolve any other IRS problems you may be having. We analyze your specific situation and determine the best plan to take care of everything.

Financial Planning

We take care of all the hard work of financial planning so that you can rest assured knowing that everything is being well taken care of and going according to plan. You’ll receive detailed attention and guidance in developing a complete financial plan designed to minimize risk and ensure the growth and longevity of your personal finances. We can help you plan: Retirement, College Funds, Disability Funds, Investments, Inheritances, and Tax Planning.

Tax Preparation

You have probably heard from friends and family that proper tax preparation is very important, but it can also be a challenging and stressful thing to handle on your own. You may have tried an online solution, but the best tax software can’t do as good of a job as a tax accountant. Software is often unequipped to customize and prepare income tax returns in the detailed way that a tax consultant firm such as Del Rey Taxes can.

Family Taxes

Working with a professional tax advisor is especially important if you’ve recently gotten married, divorced, changed residency or employment, adopted a child, inherited money or assets, purchased real estate, lost a spouse, if you take care of your elderly parent, or if you’re planning to fund a relative’s college tuition.

Audit Assistance

If you’ve been receiving IRS notices, we can help you. No matter what IRS tax problems you may be dealing with, we understand the laws, rules, and every other detail about IRS regulations. In short, we know exactly what to do when it comes to representing taxpayers before the IRS. At Del Rey Tax, we can file back taxes for you, stop wage garnishment, avoid property seizure, stop levies and liens, and resolve any other IRS problems you may be having. We analyze your specific situation and determine the best plan to take care of everything.

Financial Planning

We take care of all the hard work of financial planning so that you can rest assured knowing that everything is being well taken care of and going according to plan. You’ll receive detailed attention and guidance in developing a complete financial plan designed to minimize risk and ensure the growth and longevity of your personal finances. We can help you plan: Retirement, College Funds, Disability Funds, Investments, Inheritances, and Tax Planning.

Tax Preparation

  • Develop a complete personal financial plan to achieve your goals.
  • Evaluate estate, gift tax, and trust tax strategies to preserve wealth.
  • Review investment strategies
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Family Taxes

  • Marriage
  • Divorce
  • Residency
  • Employment
  • Adoption
  • Inheritance
  • Real estate purchase
  • Elderly parent care
  • College tuition
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Financial Planning

  • Utilize advanced tax strategies such as 1031 exchanges, cost segregation, and many other overlooked strategies.
  • Make sure you get all of the deductions you deserve.
  • Create a tax plan that is specific to your life and business.
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Audit Assistance

  • Protect your taxpayer rights.
  • Present installment agreements or Offer in Compromise (OIC).
  • Eliminate proposed debt.
  • Appeal and/or defend an audit.
  • Accurately identify the portion of your return that is being audited.
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