Services
Everything a household or a business has to file, in one place
28 services across tax, accounting and business formation — each one quoted as a fixed fee you approve before any work begins.
Enrolled Agents
Licensed by the U.S. Department of the Treasury to represent taxpayers before the IRS, in any state.
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 to acceptance.
01Tax
Tax Returns & Filing
Federal and California returns prepared, reviewed by a second person, and filed electronically.
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Individual & Family Tax Preparation
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
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Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in business.
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ITIN Applications & Renewals
The form is one page. The reason so many are rejected is the documentation — and that is the part we handle.
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Sales Tax & CDTFA Compliance
California layers district taxes on the state rate, treats marketplace sales differently, and audits sellers more actively than most states.
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Amended & Prior-Year Returns
Most amendments start the same way: a document arrives after the return was filed, or somebody reads the return properly for the first time.
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Estate & Trust Tax Returns
Executors and trustees inherit a filing obligation along with everything else. We prepare the returns, so that part at least is handled.
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Foreign Account & Income Reporting
Foreign account reporting is not a tax. It is an information filing — and the penalty for missing it can be far larger than any tax the account would have produced.
02IRS Problems
IRS & State Tax Problems
Letters, audits, back taxes, liens and levies — answered by Enrolled Agents licensed to represent you.
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IRS Representation & Audit Defense
Sign a Form 2848 and every letter, every phone call and every deadline becomes ours to manage.
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Back Taxes & Unfiled Returns
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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Payroll Tax & Trust Fund Penalty
Unpaid payroll tax is treated differently from every other balance — it can be assessed against you personally, not just the company.
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Offer in Compromise
An Offer in Compromise is a real programme with a real formula. We run that formula before you pay anyone to file one, and we tell you the answer either way.
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Installment Agreements & Payment Plans
An instalment agreement will not reduce what you owe, but it stops the collection machine and puts the balance on a schedule you can live with.
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Penalty Abatement & Reasonable Cause
Penalties and the interest they carry can be a third or more of an IRS balance. Some of it is removable, and nobody removes it unless you ask.
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Liens, Levies & Wage Garnishment
A lien is a claim on what you own. A levy takes it. The difference between the two is usually a letter you had thirty days to answer.
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California EDD & CDTFA Audits
An EDD or CDTFA audit reaches back years, applies a method rather than counting, and lands on businesses that never had a federal problem at all.
03Accounting
Accounting & Payroll
The monthly discipline that makes every filing afterwards straightforward.
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Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Payroll Services
Running the numbers 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
The default chart of accounts is designed to suit every business, which means it suits none of them.
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Financial Statements: Compilation & Review
There is a difference between a report printed from QuickBooks and a financial statement prepared to professional standards. Lenders know it.
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1099 Filing Services
For Form 1099-NEC, the recipient copies and the filing with the IRS are both due 31 January. Everything that makes that possible has to happen before December.
04Business
Business & Entity Services
Forming the entity, electing how it is taxed, and keeping it in good standing with the state.
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Business Formation & Entity Selection
The structure you choose in week one decides what you pay in tax for years. We pick it with the numbers in front of us, then file everything that has to be filed.
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S-Corporation Election & Reasonable Salary
We run the numbers first, file Form 2553 inside its deadline, set a salary we can defend on paper, and then actually operate the payroll the election requires.
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Entity Conversion & Dissolution
Moving from one structure to another, or closing one down for good — done in the order California and the IRS expect, so nothing keeps billing you afterwards.
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Registered Agent & State Filings
The routine filings nobody puts in a calendar — Statement of Information, agent for service of process, city licence, DBA — held and filed by us so the entity stays current.
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California Franchise Tax Compliance
The $800 minimum, the LLC fee, the vouchers that are easy to forget and the returns they attach to — tracked, paid on schedule, and put right when they were not.
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Nonprofit Accounting & Form 990
Fund accounting, restricted-grant tracking, Form 990 and the California filings that quietly decide whether an exemption survives.
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Real Estate & Rental Property Accounting
Per-property books, depreciation schedules that survive a sale, and returns prepared by people who read leases as well as ledgers.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.