Tax Services for Individuals and Small Businesses
From annual tax preparation to complex notices and year-round guidance, Cedar Vine Tax provides careful, personalized support throughout Napa Valley and beyond.
Every tax situation is different. Our practice provides accurate preparation, clear guidance, and responsive support tailored to individuals and small businesses.
Professional Tax Services Built Around Your Needs
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Federal and California tax preparation for individuals and families, including wage earners, homeowners, investors, retirees, rental-property owners, and taxpayers navigating major life changes.
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Tax preparation and year-round guidance for sole proprietors, independent contractors, LLCs, and other closely held businesses. We help clients understand filing obligations, estimated payments, deductions, and planning opportunities.
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Assistance with IRS and California tax notices, prior-year filings, amended returns, penalty matters, account research, and taxpayer representation. As an Enrolled Agent practice, we are federally authorized to represent taxpayers before the IRS.
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Year-round guidance for rental properties, investments, retirement distributions, business changes, multi-year tax issues, and other situations that require additional research and planning.
A Clear, Straightforward Process
1. Start With a Conversation
Tell us about your tax needs, questions, deadlines, and any notices or concerns requiring attention.
2. Share Documents Securely
Upload your tax documents through our secure client portal and receive a clear list of anything else needed.
3. Preparation and Review
We carefully prepare and review your work, research relevant issues, and explain the results in understandable terms.
4. File With Confidence
After your approval, we finalize the filing and remain available for follow-up questions and year-round support.
LET’S START A CONVERSATION
How Can We Help?
Tell us a little about your tax needs and the type of assistance you’re looking for. We’ll review your message and follow up to discuss the next steps. Please do not include Social Security numbers, tax documents, identity documents, or other sensitive financial information in this form or ordinary email. Secure upload instructions will be provided separately.