What we offer
Services built around you
Based in Southern California and licensed in all 50 states — we bring personal, expert tax and accounting services to individuals and small businesses wherever you are.
Accurate filing, maximum refund
Tax Preparation
We handle federal and state tax returns for individuals, families, and self-employed filers. Our thorough review process ensures every deduction is captured and every form is filed correctly — so you never leave money on the table.
- Individual & joint federal and state returns
- Self-employed and freelancer filings
- Prior-year amended returns
- Electronic filing with fast refunds
One firm, all the states you need
Multi-State Tax Filing
Lived, worked, or earned income in more than one state? Multi-state filing is complex — residency rules, allocation of income, and credits for taxes paid to other states all vary. We navigate every state's requirements so nothing slips through the cracks.
- Part-year and non-resident state returns
- Income allocation across multiple states
- Credits for taxes paid to other states
- Remote workers with out-of-state employers
- Snowbirds and dual-state residents
- Expatriate and foreign-income filings
Clear books, confident decisions
Business Accounting
From monthly bookkeeping to year-end financial statements, we keep your business finances organized and audit-ready. You focus on growing your business — we'll handle the numbers.
- Monthly and quarterly bookkeeping
- Profit & loss and balance sheet preparation
- Business tax return filing (S-Corp, LLC, Sole Prop)
Pay less, keep more
Tax Planning
Smart tax planning isn't just for April — it's a year-round strategy. We work with you proactively to identify opportunities to reduce your tax burden and avoid surprises at filing time.
- Year-round tax strategy sessions
- Estimated quarterly tax calculations
- Retirement and investment tax planning
- Business structure optimization
We stand by your side
IRS Representation
Receiving an IRS notice or facing an audit can be overwhelming. Our experienced team handles all communication with the IRS on your behalf, protecting your rights and working toward the best possible resolution.
- Audit representation and support
- IRS notice response and resolution
- Installment agreement negotiation
- Penalty abatement requests
Convenient and certified
Notary Services
Need documents notarized? We offer notary services in our Southern California office for your convenience — no need to make a separate trip.
- Loan documents and real estate closings
- Legal affidavits and declarations
- Power of attorney documents
- Business agreements and contracts
Start fresh, stay organized
Bookkeeping Cleanup
Behind on your books? We specialize in catching up messy or neglected records so you can move forward with confidence. We'll reconcile accounts, correct errors, and set you up for success going forward.
- Catch-up bookkeeping for prior periods
- Bank and credit card reconciliation
- QuickBooks Desktop and Online setup and cleanup
- Ongoing monthly maintenance available
Multi-State Filing
Filing in multiple states?
Multi-state returns are one of the most misunderstood areas of tax law. Whether you moved mid-year, work remotely for an out-of-state company, or own property in another state, we have the experience to get it right.
Moved mid-year
Part-year resident returns for both your old and new state, with proper income allocation.
Remote worker
Your employer is in New York but you live in California? We sort out the withholding and filing obligations.
Snowbird or dual resident
Splitting time between states like California and Arizona or Nevada? We determine your domicile and minimize double taxation.
Rental or business income
Earning rental income or running a business in another state triggers a non-resident return — we handle it.
Expatriate filers
Living abroad with U.S. filing obligations? We handle FBAR, FEIE, and foreign tax credit strategies.
Not sure which service you need?
Let's talk it through. A free consultation helps us understand your situation and recommend exactly what fits.