Treasury provides relief for incorrect Forms 1095-A The U.S. Treasury Department has announced relief for individuals who may have received overpayments of the Code Sec. 36B premium assistance tax credit based on incorrect information from the Health I...
CA - Interest adjustment guidance released The California Franchise Tax Board (FTB) has announced that it is reviewing interest calculations in certain circumstances involving May Department Stores v. United States (IRS Revenue Ruling 99-40) o...
Accredited Domestic Partnership AdvisorSM or ADPASM
Certified Divorce Financial Analyst ™ or CDFA™
Lillian Gonzalez holds the ADPASM designation which represents specialty in the area of wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners.
In 2013 she received a new professional designation of Certified Divorce Financial Analyst CDFA™, a mark granted by “The Institute for Divorce Financial Analysts™ is registered with the National Association of State Boards of Accountancy (NASBA)”.
Gonzalez and Associates, P.C. provides services in the accounting, audit and tax areas including corporate, partnership, trust, estate, and individual tax preparation, financial and retirement planning, audit, reviews and compilations of non public and non profit entities. We have extensive experience in the area of planning issues for same gender married couples and unmarried couples. We are alsowell versed in the tax issues that affect transgendered tax payers.
In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section). Client news provides an opportunity to share noteworthy public accomplishment.
Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.