At Dunn, Pariser & Peyrot, we take a comprehensive view of our client’s complete tax situation that goes beyond simply preparing your tax returns. We plan your overall tax approach and ensure on-going compliance with the latest tax regulations. Our professionals bring a high level of technical knowledge of the tax laws as well as years of practical experience in applying consistent methodologies to your particular tax situation.
Reuben Keys, CPA/Tax Manager
Reuben has over ten years of experience providing tax consulting, compliance and business management, services to high-net-worth individuals and their closely held businesses. He has developed a specialization in serving clients engaged in the entertainment industry, along with professional services, and real estate sectors.
Reuben holds a Master of Business Taxation from the University of Southern California, a Master of Business Administration from Pepperdine University, and a bachelor’s degree from Monterrey Tech. He is a member of the American Institute of Certified Public Accountants and the California Society of Public Accountants and has participated in non-profits as a volunteer and board member for years.
Here is a sampling of our more common tax services:
Tax Planning
- Determining the timing and manner of how to make charitable contributions, including advising on whether to use a donor advised fund or set up a private foundation
- Analyzing the client’s business activities in order to determine the entity choice (LLC, S-Corp, C-Corp) to minimize taxes
- Reviewing tax rates from year to year to decide the timing of when to earn income and pay deductions
- Projecting tax liabilities in order to manage personal and business cash flows
Tax Compliance
- Preparation of federal, state and/or local income tax returns
- Assistance with the electronic transmission of estimated tax payments
- Preparation of disclosures of foreign assets and foreign transactions including:
- FinCen Form 114, Report of Foreign Bank and Financial Accounts
- Form 8938, Statement of Specified Foreign Financial Assets
- Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign
Corporations - Form 5472, Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign
Corporation Engaged in a U.S. Trade or Business - Form 8621, Information Return by a Shareholder of a Passive Foreign Investment
Company or Qualifying Electing Fund - Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation
- Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of
Certain Foreign Gifts - Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner
Audit Representation
- Acting as the liason between the taxing authority and the client
- Serving as an advocate for the client’s tax position
- Coordinate the preparation and presentation of the documentation of deductions
- Minimize the imposition of penalties