Tax Prep & Accounting Services
Expert tax preparation, accounting, and tax resolution services for individuals, businesses, estates and trusts. Our team of CPAs and Enrolled Agents delivers accurate, proactive solutions tailored to your needs.
Trusted Tax & Accounting Professionals
Global Tax & Accounting, formerly Garelick, Wilkerson & Associates, has been helping individuals and businesses navigate complex tax situations for decades. Our team of Certified Public Accountants and IRS Enrolled Agents brings the expertise and attention to detail your financial matters deserve.
We specialize in tax preparation, bookkeeping, QuickBooks consulting, and tax resolution services. Whether you need help filing your annual return, resolving an IRS issue, or maintaining accurate financial records, we provide personalized solutions that minimize your tax liability and keep you in compliance.
Our Tax & Accounting Services
Comprehensive tax and accounting solutions designed to minimize your tax burden, maintain accurate records, and resolve any tax issues with confidence.
Tax Preparation
Accurate and timely tax return preparation for individuals, businesses, trusts, and estates. We handle federal, California, and multistate filings.
Accounting & Bookkeeping
Full service bookkeeping, payroll services, and QuickBooks consulting. We keep your financial records accurate and your business running smoothly.
Tax Resolution
IRS and state tax problem resolution including audit representation, penalty abatement, installment agreements, and offers in compromise.
Prepare Tax Return Services
Global Tax & Accounting provides accurate and timely tax preparation services for all types of returns. Tax laws are complex and constantly changing, which is why our experienced team stays current on federal, state, and local regulations to ensure compliance and maximize your deductions.
We prepare the following types of tax returns:
- Individual Returns: Form 1040 and all schedules
- Business Returns: C Corporation, S Corporation, Partnership, and LLC
- Trust & Estate Returns: Form 1041, Form 709 (Gift), Form 706 (Estate)
- Employee Benefit Plans: Form 5500 series
- State Filings: California and multistate returns
We stand behind every return we prepare. Should you receive notice of an audit or inquiry, we are ready to represent you before the IRS, FTB, EDD, or BOE.
Manage Accounting & Bookkeeping
Accurate financial records are essential for making informed business decisions and meeting your tax obligations. As Certified QuickBooks ProAdvisors, we offer comprehensive bookkeeping and accounting services tailored to your business needs.
Our accounting services include:
- Year round tax planning and strategy
- QuickBooks setup, training, and ongoing support
- Monthly or quarterly bookkeeping services
- Payroll processing and tax deposits
- Financial statement preparation
- Sales tax, business license, and property tax filings
Your financial statements will be complete, concise, and meet industry standards, giving you clear visibility into your business performance.
Resolve IRS & State Tax Problems
Dealing with the IRS or state tax agencies can be overwhelming. Our tax resolution specialists have the expertise to navigate complex tax issues and negotiate on your behalf. We work to resolve your tax problems and get you back in good standing.
Our tax resolution services include:
- Audit representation before IRS, FTB, EDD, and BOE
- Installment payment agreements
- Offer in compromise negotiations
- Penalty and interest abatement
- Tax lien and levy release
- Wage garnishment release
- Unfiled tax return preparation
- Innocent spouse relief
Why Choose Global Tax & Accounting
Our team combines decades of experience with a commitment to accuracy, proactive planning, and exceptional client service.
Credentialed Professionals
Our team includes Certified Public Accountants (CPAs) and IRS Enrolled Agents (EAs) with the credentials and expertise to handle complex tax matters.
Proactive Tax Planning
We don't just prepare returns, we help you plan ahead to minimize your tax liability and avoid surprises at filing time.
Trusted Relationships
Building long term relationships with our clients is essential. We take the time to understand your situation and provide personalized guidance.
Meet Our Tax Professionals
Experienced CPAs and Enrolled Agents dedicated to helping you achieve your financial goals.
David Garelick, EA, CFP®, AIF®
CEO/President
IRS Enrolled Agent with decades of experience in tax preparation and planning for individuals and businesses.
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Jeff Winger, CPA, EA
Executive Vice President
Jeff is focused on tax return preparation, tax planning, and helping small businesses grow profitably.
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Charmaine Hinkel, CPA
Senior Accountant
Charmaine focuses on tax preparation, tax accounting, tax consulting, tax research and financial analysis with over 15 years of experience.
View Full Bio →Frequently Asked Questions
An Enrolled Agent (EA) is a federally licensed tax professional authorized by the U.S. Treasury Department to represent taxpayers before the IRS. EAs must pass a rigorous three part examination covering individual and business tax returns, and complete continuing education requirements each year. Unlike CPAs or attorneys, the EA credential is specifically focused on taxation, making EAs experts in tax preparation, planning, and resolution.
A Certified Public Accountant (CPA) is a licensed accounting professional who has passed the Uniform CPA Examination and met state education and experience requirements. CPAs are qualified to perform a wide range of accounting services including tax preparation, auditing, financial statement preparation, and business consulting. In California, CPAs must complete ongoing continuing education to maintain their license.
The documents needed depend on your situation, but typically include: W-2s from employers, 1099 forms for freelance income, interest, dividends, and retirement distributions, records of deductible expenses such as mortgage interest (Form 1098), property taxes, charitable contributions, and medical expenses, prior year tax returns, and Social Security numbers for all family members. We provide a detailed tax organizer to help you gather everything needed.
Yes, we specialize in helping clients get caught up on unfiled tax returns. We will work with you to gather the necessary information, prepare the missing returns, and if needed, negotiate with the IRS or state to resolve any penalties or outstanding balances. The sooner you address unfiled returns, the better, as penalties and interest continue to accrue over time.
Don't panic, and don't ignore the notice. Contact us immediately so we can review the letter and determine the appropriate response. Many IRS notices are routine requests for additional information or corrections that can be resolved quickly. If you are facing an audit, our Enrolled Agents and CPAs can represent you before the IRS, handle all communications, and work to achieve the best possible outcome.
Yes, we are Certified QuickBooks ProAdvisors and offer comprehensive QuickBooks services including software selection, initial setup and configuration, customized training for your business needs, and ongoing support. Whether you're new to QuickBooks or need help optimizing your existing setup, we can help you get the most out of the software.
Our Valencia office is conveniently located to serve clients throughout the Santa Clarita Valley including Valencia, Stevenson Ranch, Castaic, Newhall, Canyon Country, and Saugus. We also have an office in Sherman Oaks serving the San Fernando Valley and greater Los Angeles area. Many of our services can be provided remotely for clients who prefer virtual meetings.
You can schedule a consultation by visiting our contact page, emailing info@gbmi.com, or calling our Valencia office at (661) 286-0044. We offer complimentary initial consultations to discuss your tax and accounting needs and determine how we can best help you.
Ready to Minimize Your Tax Burden?
Schedule a complimentary consultation with our team of CPAs and Enrolled Agents. We'll review your situation and show you how Global Tax & Accounting can help you achieve your financial goals.
Schedule a Consultation Call (661) 286-0044