Tax Returns & Filing
Federal and California returns prepared, reviewed by a second person, and filed electronically.
Accounting
Books that are current, and payroll that is never late
The monthly discipline that makes every filing afterwards straightforward.
Clean books are not an end in themselves — they are what makes the return cheap, the loan application possible and the audit survivable. We close every month on a published date and tell you in writing what moved.
What we do
Every service in this area
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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.
Services
The rest of the practice
IRS & State Tax Problems
Letters, audits, back taxes, liens and levies — answered by Enrolled Agents licensed to represent you.
Business & Entity Services
Forming the entity, electing how it is taxed, and keeping it in good standing with the state.
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.
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.