A fixed fee, quoted first
You approve the number before work begins. No hourly meter, no invoice bigger than the conversation.
Individual Tax
Your return, prepared by a licensed professional and explained before you sign it
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
Most people do not need a complicated return. What they need is one that is correct, filed on time, and claims everything they are actually entitled to — without claiming anything that invites a letter six months later.
We prepare returns for W-2 earners, self-employed people filing Schedule C, families claiming credits, landlords with rental property, and anyone who has income in more than one state. Before we start, we read your last two returns at no charge — missed deductions turn up more often than you would think.
Scope
What’s included
Federal and California returns
Form 1040 with every schedule your situation needs, plus California Form 540 or 540NR.
Multi-state filings
Non-resident and part-year returns where you earned, worked or held property outside California.
Prior-year review, free
We read your last two returns before quoting. If we find something worth amending, we tell you.
Second-preparer review
No return is filed on one person’s signature. A senior reviewer checks every figure and carryforward.
E-file and confirmation
Filed electronically, with acknowledgement tracked and confirmed back to you.
Next-year payment schedule
Withholding checked and estimated payment vouchers prepared so April is not a surprise.
Outcome
Why it matters
Defended at no extra cost
If the IRS questions a return we prepared, the person who prepared it answers the letter. That is included.
Bilingual from start to finish
The whole engagement can be conducted in Spanish — the meeting, the questions and the signature.
Process
How it works
-
Free consultation
Thirty minutes. Bring last year’s return. We scope the work and quote a fixed fee.
-
Secure upload
A personalised checklist in the client portal. Photograph documents from your phone.
-
Prepare and review
We prepare, a senior reviewer checks, and questions come to you in one batch.
-
Walk through and file
We explain the return before you sign it, then e-file and confirm acceptance.
Suited to
Who this is for
- Employees and families with W-2 income and credits to claim
- Self-employed people and gig workers filing Schedule C
- Landlords with one rental property or several
- Anyone with income in more than one state
- People who have fallen behind and need several years filed
FAQ
Questions
We quote a flat fee in the first call once we have seen last year’s return, because that is the point at which the work is actually knowable. We do not bill by the hour for preparation, and you approve the figure before anything starts.
No. The entire engagement can run through our secure portal and a video call, and most clients work with us that way. The office is on West 5th Street if you would rather sit down with someone, and plenty of local clients do.
An Enrolled Agent is licensed directly by the U.S. Department of the Treasury and holds unlimited rights to represent taxpayers before the IRS in any state. It is the only credential that specialises exclusively in taxation, and it means the person who prepared your return can also defend it.
Often needed alongside this
Other services
-
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 small business.
-
ITIN Applications & Renewals
The form is one page. The reason so many are rejected is the documentation — and that is the part we handle.
-
IRS Representation & Audit Defense
Sign a Form 2848 and every letter, every phone call and every deadline becomes ours to manage.
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.