Every service is handled personally — not outsourced, not automated guesswork. Here's what we handle.
We prepare federal and California returns for individuals and businesses, with year-round planning built in — not just a once-a-year filing.
Freelancers and consultants, tech employees with equity compensation, landlords and real estate investors, and small business owners who want a tax advisor who plans ahead — not one who just files what happened.
Get a QuoteA clean set of books and a financial package: profit & loss, balance sheet, and cash flow — delivered monthly, explained in plain English when you want it.
Start With Clean BooksAccurate books aren't just for tax season — they're how you know if your business is actually making money.
An S-Corp can cut your self-employment tax substantially — but only if the formation, payroll, and compliance are handled correctly. We do all of it.
If your business consistently nets $80,000+ per year, an S-Corp is worth a serious look. Below that, the added payroll and compliance costs often eat the savings — and we'll tell you that honestly.
Run My Numbers FreePayroll setup and oversight for owners and employees — including quarterly 941s, annual W-2s, and California EDD filings. We coordinate directly with your payroll provider or run it through QuickBooks Payroll.
Four times a year we calculate exactly what to send the IRS and FTB based on your actual year-to-date numbers — not a guess from last year. No more underpayment penalties or fat interest-free loans to the government.
We read the letter, explain what it actually means, respond on your behalf, and pursue penalty abatement when you qualify. Most notices are resolvable — the key is responding correctly and on time.
That's what the free consultation is for. Tell us about your business and we'll map out exactly which services make sense — and which don't.
Book a Free Consultation