Tax, accounting, and payroll services for individuals and businesses
Pick one service or combine them. Clients who use us for books, payroll, and returns get the most from planning, because we see the whole picture.
Personal Tax Preparation
Federal and California returns for individuals and families, including rentals, investments, self-employment income, and prior years you still need to file. Every return is reviewed with you and explained in plain English.
Business Tax Preparation
Returns for S corporations, partnerships, LLCs, C corporations, and sole proprietors, with the matching California filing included. We track every deadline for your business so nothing is filed late.
Tax Planning
A projection of this year's tax and a short list of moves to lower it, made while there is still time to act. Includes estimated payment amounts so April brings no surprises.
Bookkeeping & Accounting
Monthly or quarterly books, reconciled to your bank and credit cards, with a profit and loss statement and balance sheet you can actually use. We also catch up books that have fallen behind.
Payroll Services
Accurate paychecks, direct deposit, and every federal and California payroll filing, handled on schedule. Includes W-2s, 1099s for contractors, and setup of S corporation owner salaries.
Business Entity Setup
Help choosing between an LLC, S corporation, or C corporation based on your actual numbers, then the state filings, EIN, and tax elections to get the business started correctly.
Rental Property Tax Strategy
Depreciation, cost segregation, passive loss rules, 1031 exchanges, and how to hold property.
IRS & FTB Representation
Responding to letters, audits, payment plans, and penalty relief requests on your behalf.
Talk through your situation, free for 30 minutes.
Call, email, or send a message. We'll tell you plainly whether we're a good fit and what it would cost.