Individual Tax Preparation & Filing
Comprehensive individual tax services focused on accuracy, strategic planning, and full regulatory compliance.
What's Included:
- Federal and California tax return preparation
- Deduction and credit optimization
- Identification of applicable tax credits
- Secure electronic filing with direct deposit
- Prior year return amendments
Small Business Tax Services
Tax solutions tailored for small businesses, LLCs, partnerships, and S-corporations.
What's Included:
- Business tax return preparation
- Quarterly estimated tax planning
- Expense review and tax optimization
- Entity structure consultation
- Multi-state tax filings
Tax Planning & Strategy
Year round tax planning designed to reduce exposure and strengthen your overall financial position.
What's Included:
- Year end tax planning
- Retirement contribution strategy
- Investment tax planning
- Income timing strategy
- Deduction planning strategy
Bookkeeping Services
Accurate and timely bookkeeping to keep your financial records organized and up-to-date.
What's Included:
- Monthly bookkeeping
- Bank reconciliation
- Financial statement preparation
- QuickBooks setup & support
- Accounts payable/receivable
Payroll Support
Comprehensive payroll solutions designed to ensure employees are paid accurately and on time while maintaining full compliance.
What's Included:
- Payroll processing services
- Payroll tax filings
- W-2 and 1099 preparation
- Employee onboarding support
- Compliance management
IRS Audit Assistance & Notices
Experienced representation and strategic support when responding to IRS audits and notices.
What's Included:
- Audit representation
- IRS notice response
- Appeal preparation
- Payment plan negotiation
- Penalty abatement requests
Financial & Tax Consulting
Strategic financial guidance designed to support informed decisions and long term financial stability.
What's Included:
- Financial analysis and performance review
- Cash flow planning and forecasting
- Business advisory support
- Growth and expansion strategy
- Risk assessment and mitigation planning