100 Clock Tower Pl Ste 230, Carmel CA 93923 | info@savageandlucido.com
 
 
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Savage and Lucido CPA's LLP
 
 
 
 
 
 

 
 
 
 
 

Accounting Services in Carmel, CA

 
 
 
Savage & Lucido strives to be a fair and credible representative for clients facing complex business and personal tax issues. More importantly, we provide the planning and analysis to help you minimize tax liabilities and have peace of mind.

Accounting & Tax Services

Savage & Lucido offers tax planning and preparation services for individuals, corporations, partnerships, limited liability companies, and estates & trusts. We also advise many charitable organizations and prepare tax returns for not for profit organizations.

We specialize in real estate related tax issues regarding sales of a personal residence and transactions qualified for IRC Section 1031 (like kind property exchanges) and Section 453 –Installment Sales. These are often the most significant transactions a taxpayer encounters in a lifetime and we can assist you with the important choices that will help you to realize the full benefit from your transaction.

 

Individual and Small Business

  • Individual Tax Preparation
  • Personal Wealth Management
  • Tax Planning & Consulting
  • Tax Saving Strategies
  • IRS Problem Resolution
 
Individual and Business Tax Prep - Accounting Services in Carmel, CA
 

Business Accounting Services

Payroll and Financial Management

 
  • Payroll & Bookkeeping Tax Management
  • Part-time CFO Services
  • Cash Flow Management
  • Business Valuation
  • Strategic Business Planning
  • Introductions To Qualified Legal, Investment Advisory And Banking Representation
  • Tax Impact Of Buying Or Selling A Business Or Real Estate
 
  • Business Contunuity and Succession Tax Planning
  • New Business Formation
  • Non-Profit Organizations
  • Internal Controls
  • IRS or Other Taxing Authority Representation
  • Expert Testimony for Valuation and Financial Forensics
  • Estate, Trust And Gift Tax Planning
  • Like Kind Property Exchanges
 

Business Tax Preparation & Management

 
  • Business Property Tax Statements
  • 1099s
 
  • Sales and Use Tax
  • Tax Credits and Business License Renewal
 
Contact our office in Carmel, CA at 831-250-6706 and make an appointment to see how we can assist your with your accounting needs.