Tax Preparation
Accurate, on-time federal and all-state returns with maximum legal deductions.
- Individual 1040 returns
- Business 1120/1120-S/1065
- Multi-state filings
- Amended & prior-year returns
Services
Everything you need to run a financially healthy business in California.
Six core services, one team. Whether you're a freelancer filing for the first time or an established LLC, we'll meet you where you are.
Bookkeeping
Clean books and timely reports so you always know where your business stands.
- Monthly reconciliations
- QuickBooks & Xero
- Catch-up & clean-up
- Financial statements
Payroll
Full-service payroll for California employers, including filings and direct deposit.
- Bi-weekly / semi-monthly runs
- W-2 & 1099 processing
- CA EDD compliance
- New-hire reporting
Business Formation
Start the right entity, the right way — from filings to EIN to first-year compliance.
- LLC, S-Corp, C-Corp
- Statement of Information
- EIN & state registrations
- Operating agreements
Tax Planning
Year-round strategy meetings to reduce your tax bill before the year ends.
- Quarterly estimates
- Entity & comp planning
- Retirement & deferral
- Real estate strategies
IRS & FTB Representation
We handle the letters, audits, and back filings so you can sleep at night.
- Notice resolution
- Audit representation
- Installment agreements
- Offer in Compromise
Not sure what you need?
Book a free 30-minute consultation and we'll point you in the right direction — even if it's not with us.
Book a consultation