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Tax Services

Personal Tax Services, Tax Planning, W4 Calculations | San Ramon, CA

Gail A. Stan, EA provides a wide range of services to individual taxpayers and Sole Proprietor businesses (Schedule C) with no employees . At Gail A. Stan, EA, I strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. With my expertise and experience, I assure that every client receives the close analysis and attention they deserve. My dedication to high standards, work ethic and ability to explain issues and alternatives is the reason that my client base returns year after year.

My professional services include:

Tax Management Services for Individuals

At Gail A. Stan, EA, I guide my clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. My expertise, experience, analysis and thorough research allow me to optimize financial opportunities to be found in existing as well as recently altered tax laws. I am knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Expatriate and Non-Resident Alien Taxation

My experience with the taxation of United States citizens and green card holders working abroad as well as Foreign citizens working in the United States has provided me with an extensive base of knowledge in the area of international taxation. Click on the Tax Organizer button to the right to see the additional Organizer pages specifically for Expatriates.

Merchant Marines

U.S. citizens employed as Merchant Marines have special rules and deductions available to them under the U.S. Tax Code. This is a very specialized area of tax knowledge in which I excel. I even have expertise in preparing tax returns for U.S. Expatriates that are Merchant Marines which requires knowledge of some very esoteric sections of the tax code. Click on the Tax Organizer button to the right and see the additional Organizer pages that are specifically for Merchant Marines.

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