Business and
Individual Tax

In today’s complex, ever-changing tax environment, you need guidance and creativity from knowledgeable professionals who identify and implement tax planning strategies that limit present and future tax liabilities.

CSV provides a wide range of tax consulting and planning solutions to individuals, businesses and nonprofit organizations.  Our experienced team of tax professionals knows that proper tax planning requires a thorough understanding of each client’s unique objectives, plans and opportunities.  That is why we take a proactive approach to ensure compliance requirements are fulfilled while every opportunity to minimize tax liabilities is examined.

By creating long-term relationships and customized tax solutions for our clients, we provide creative and flexible options to eliminate, reduce or defer tax obligations.

Our services include:

  • Federal, state and local tax compliance
  • Audit representation and resolution
  • Transaction planning and structuring
  • Complex tax strategies
  • Individual and business entity income tax advising/consulting
  • Multi-state individual and business planning and advising/consulting

Contact Us 

3520 Brookside Road, Ste 141
Stockton, CA 95219

(209) 938-1010 Phone
(209) 594-1250 Fax

Find individual staff emails in each
Team members profile.