WD Tax Services Information

We are a professional full service tax preparation organization located in Thousand Oaks catering to the unique needs of our clients. Our services are tailored to meet the needs of each client. All client matters are handled in strictest confidentiality and with the highest ethical standards. WD was established to provide efficient, expert solutions to individuals and businesses. Our primary services include tax preparation, business consulting, and assistance with IRS and state issues. Your problem may be simply filing this year's tax return. It's our mission to ensure you get the best possible result from filing that return. We don't make any promises about refunds, but we are commmited to filing complete and accurate returns that get you the best results allowed by law. If you have received an audit letter, we have the experience and training to find you a solution. Phyllis Jones, CPA, worked as a senior tax auditor with the State of California, Franchise Tax Board, for 13 years. We pride ourselves on being current on audit trends, how to best present your documentation and how to negotiate a good result. We can help you get the best possible audit result based on your business type, expenses and records.