Tax Preparation & Planning

Whether you are filing as an individual, sole proprietor, or managing a corporation, our CPA-led team ensures your return is accurate, optimized, and fully compliant with the latest federal and state regulations.

  • Individual returns (Form 1040, Schedules A–E)
  • C-Corp (1120), S-Corp (1120-S), Partnership (1065)
  • LLC, Sole Proprietor & Multi-member structures
  • State returns (California 540, 100, 100S, 565)
  • Amended returns & prior-year filings
  • Year-round tax strategy & quarterly estimates
Book a Tax Consultation
πŸ“‹

Maximized Refunds

We identify every legitimate deduction and credit β€” so you keep more of what you earn.

πŸ“Š

Clean Books, Clear Decisions

Real-time insight into your business finances β€” every month, without fail.

Accounting & Bookkeeping

Accurate, up-to-date books are the backbone of every successful business. We maintain your ledgers with the discipline of a CPA practice β€” giving you confidence in every financial decision.

  • Monthly bookkeeping & full-charge ledger maintenance
  • Bank & credit card reconciliations
  • Accounts payable & receivable management
  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)
  • QuickBooks setup, migration & clean-up
  • Year-end close & tax-ready financials
Get a Bookkeeping Quote

Payroll Services

Payroll is one of the most compliance-heavy tasks a business faces. We manage it end-to-end β€” so your employees get paid correctly and on time, and every filing deadline is met.

  • Automated payroll runs (weekly, biweekly, monthly)
  • Direct deposit & paper check processing
  • Federal, state & local tax withholding
  • Quarterly filings (Form 941) & annual (940, W-2, 1099)
  • New hire reporting & EDD compliance
  • Workers' compensation & labor law coordination
Request Payroll Pricing
πŸ‘₯

Never Miss a Deadline

We track every due date so you don't have to β€” with penalties avoided and filings on time.

Proactive Tax Strategy

The most effective tax strategies are planned months in advance β€” not discovered at filing time. We work with you throughout the year to structure your affairs efficiently and legally minimize your tax burden.

Entity Structuring

Choosing the right entity (S-Corp, LLC, C-Corp) can save you thousands. We analyze your situation and recommend the optimal structure.

Quarterly Estimates

Avoid underpayment penalties with accurate quarterly estimates that reflect your actual income and deductions.

Retirement & Investments

Leverage SEP-IRAs, Solo 401(k)s, and other vehicles to reduce taxable income while building long-term wealth.

IRS & State Audit Representation

If the IRS or California FTB contacts you, having a CPA in your corner changes everything. We handle all correspondence, represent you in audits, and negotiate resolutions on your behalf.

Audit Defense

Full representation before the IRS, FTB, and EDD β€” from initial notice through final resolution.

Back Taxes & Penalties

Unfiled returns, back taxes, and penalty abatement β€” handled with the expertise only a CPA can bring.

Payment Plans & Offers

Installment agreements, offers in compromise, and currently-not-collectible status β€” negotiated for you.

Speak With a CPA

Not Sure Which Service Fits?

Book a free 15-minute consultation and let us point you in the right direction.

Schedule Consultation