Individual & Business Tax Preparation
Every return we file is prepared by a licensed professional, reviewed by a second set of eyes, and walked through with you before it is signed. No surprises in April, no letters in October.
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Services
Everything the financial side of your business needs
13 services, one firm, one set of numbers. Each one is priced as a fixed fee you approve before work begins.
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS.
CTEC Registered
California Tax Education Council registered preparers — CTEC #A354653.
CPAs on Staff
Certified Public Accountants review complex returns and financial statements.
IRS e-file Provider
Authorised IRS e-file provider — returns filed electronically and tracked.
01 — Tax Services
Tax Services
Preparation, planning and representation — federal, California and multi-state.
Proactive Tax Planning & Strategy
Planning is the part of the work that actually moves the number. We model your year while there is still time to change it — and show you, in dollars, what each decision is worth.
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IRS & California FTB Representation
An Enrolled Agent holds unlimited rights of practice before the Internal Revenue Service. Sign a Form 2848 and every letter, every call and every deadline becomes ours to manage.
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Tax Resolution & Back Taxes
Unfiled returns and unpaid balances feel permanent. They are not. Almost every case has a defined, legal path to resolution — the hard part is starting it.
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ITIN Applications & Renewals
We prepare Form W-7, attach it to a correctly prepared return, and guide the documentation so the application is accepted the first time.
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02 — Accounting & Payroll
Accounting & Payroll
The monthly discipline that makes everything else possible.
Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
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Payroll & Worker Classification
Running payroll is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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QuickBooks Setup, Clean-up & Training
A chart of accounts built around your business — not the default template — so the reports answer the questions you actually ask.
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Sales Tax & CDTFA Compliance
California layers district taxes on top of the state rate, treats marketplace sales differently, and audits sellers more actively than most states. We keep the filings clean.
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03 — Business Advisory
Business Advisory
Formation, structure and the forward-looking financial work.
Business Formation & Entity Structuring
The entity you register and the way it is taxed are two separate decisions. Most people make only the first one, and pay for it every year afterwards.
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Outsourced CFO & Financial Advisory
Forecasting, margin analysis, pricing and capital decisions — the work a full-time CFO would do, scaled to a business that does not need one full time.
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Nonprofit Accounting & Form 990
Fund accounting, restricted grant tracking, Form 990 and the California filings that quietly cause more revocations than anything else.
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Real Estate & Investor Accounting
Depreciation, cost segregation, material participation and exchange planning decide the return as much as the purchase price does.
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How we price
Fixed fees, quoted before anything starts
We do not bill by the hour for recurring work. You see the scope and the number in writing, you approve it, and that is what you pay. If the work genuinely changes, we come back to you before doing it — not after.
- A written scope and a fixed fee before any engagement begins.
- Your last three returns reviewed at no charge as part of the quote.
- No charge for phone calls or quick questions during an engagement.
- IRS representation included at no extra cost on work we prepared.
- Monthly engagements billed monthly — no surprise year-end invoice.
Let’s find out what you should actually be paying.
Thirty minutes with an advisor, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.