Services
Who We Work With
Tax Services
Individual Tax Services
Tax filings have become increasingly complex—even for individuals. We help clients with W-2 income, investment portfolios, stock and cryptocurrency transactions, Stock Compensation, and retirement income, etc. navigate the tax landscape with confidence. Our approach focuses on accuracy, compliance, and proactive tax planning to help you minimize risk and maximize opportunities.
Real Estate Investors
A large portion of our clients are real estate investors with rental properties. We specialize in real estate taxation and depreciation strategies, ensuring the correct cost basis is used to maximize tax benefits and prevent common errors.
Small Business Owners, LLCs & S-Corporations
We love partnering with small business owners—entrepreneurship is at the heart of what we do. Whether you’re a start-up, newly launched, or an established business, we provide strategic guidance on entity structure, tax planning, and compliance to help your business thrive.
Independent Contractors & Side Businesses
We work with independent contractors and individuals with side businesses, including rideshare and delivery services. Our services include expense tracking guidance, self-employment tax planning, and estimated tax support.
Business Formation & Dissolution
We guide business owners through key stages of the business lifecycle, including LLC formation, S-Corporation elections, and proper business dissolution. Our goal is to ensure your filings are completed correctly, on time, and in compliance—helping you avoid costly mistakes and start or close your business with confidence.
IRS & FTB Audit Support & Representation.
Strategic audit guidance for individuals and businesses. We manage documentation, communicate with tax authorities, and protect your interests—so you can navigate audits with confidence.
Tax Planning & Strategy
Stop reacting to taxes and start planning for them. Our proactive tax planning services help individuals and business owners reduce surprises, uncover tax-saving opportunities, and make smarter financial decisions throughout the year—so you keep more of what you earn with confidence.
Clients Comfortable with Extensions
We focus on proactive tax planning to minimize surprises, penalties, and interest. Many of our clients are comfortable filing extensions when it allows for a more accurate and strategic return.
Small Business Accounting/Bookkeeping
As a small business owner, your time is best spent growing your business—not managing your books. We handle your accounting with accuracy and care, so you can focus on operations, strategy, and profitability.
Services We Do Not Offer
At this time, we do not prepare C-Corporation, Trust, Estate tax returns.
Pricing
Tax Returns
- Individuals (Form 1040): Starting at $400
- Business Entities: Starting at $850
Bookkeeping
- Starting at $300 per month, tailored to your business needs and volume.
Other Services:
Pricing varies based on your needs and complexity.
Schedule Your Free 15-Minute Call
Book your consultation instantly through our online calendar —no back-and-forth emails required.