Services designed around where you're going.
Every engagement at Uehle Tax Services is built to answer a single question — how does this improve your financial future? Below are the four outcomes we organize our work around.
Keep More of What You've Earned
Tax strategy that lives in front of the return, not behind it. We look for opportunities in April — and, more importantly, in July, October, and December.
Strategic Tax Planning
Multi‑year modeling of income, brackets, and deductions so nothing is left on the table.
Individual Tax Returns
Federal & California returns, including complex schedules, K‑1s, and multi‑state filings.
Business Tax Returns
S‑Corporations (1120‑S), Partnerships (1065), Schedule C, and C‑Corporations.
Tax Optimization
Retirement contributions, entity structure, timing, and credits — reviewed each year.
Stay Financially Organized
The peace of mind that comes from books that are current, payroll that runs itself, and reports you can actually read.
Accounting & Bookkeeping
Monthly and quarterly bookkeeping — remotely or in coordination with your team.
Payroll
Full‑service payroll, tax filings, and employee onboarding.
Financial Reporting
P&L, balance sheet, and cash‑flow reports that translate numbers into decisions.
QuickBooks Setup & Training
Chart of accounts, workflow review, and hands‑on training for you or your staff.
Solve Tax Problems With Confidence
IRS letters are stressful. Handled early, most are routine. As an Enrolled Agent, Ronald can speak to the IRS directly on your behalf.
IRS Notice Review
Every letter deserves a careful read before a check is written. We translate what it actually says.
IRS Representation
Full authority to represent you at every administrative level of the Internal Revenue Service.
Prior‑Year & Catch‑Up Returns
Get current, quietly, without the anxiety of not knowing where you stand.
Payment Plans & Offers
Installment agreements and offers in compromise, negotiated on your behalf.
Plan For Tomorrow
The financial questions behind the return — retirement, business growth, life events — are the questions we most enjoy sitting with.
Business Consulting
Compensation, entity structure, exit planning, and long‑range projections.
Retirement Planning
Withdrawal sequencing, Roth strategy, Social Security timing, and RMD coordination.
Year‑Round Advisory
An ongoing relationship — not a once‑a‑year filing engagement.
Life‑Event Guidance
Marriage, home sale, inheritance, new baby, first employee — the moments that reshape a return.
Not sure where you fit?
Most engagements start with a single, no‑obligation conversation. We’ll help you decide what kind of relationship — if any — makes sense.
Schedule your consultation →