For individuals and families with employment, investment, or rental income.

A clear path from your tax documents to a completed return.

• Federal and state income tax returns

• Review of income records and supporting documents

• Eligible deductions and credits based on your circumstances

• Explanation of your completed return before filing

For freelancers, independent contractors, sole proprietors, partnerships, S corporations, and corporations.

Your business is personal. Your tax support should be, too.

• Schedule C and business entity income tax returns

• Review of business income, expenses, and records

• Estimated tax calculations when included in your engagement

• Identification of bookkeeping issues that need attention

For individuals and business owners facing changes in income, business activity, or major financial decisions.

Make informed decisions before filing season arrives.

• Tax projections based on the information you provide

• Estimated payment planning

• Evaluation of potential deductions and timing considerations

• Practical next steps tailored to your circumstances

For homeowners associations that need help with current or prior-year tax filings.

Focused support for association boards and managers.

• Review of applicable Form 1120-H or Form 1120 filing options

• California tax filings as applicable

• Prior-year returns and financial record review

• Coordination with board members and property managers

For taxpayers with overdue returns or IRS and state correspondence that needs attention.

Start with a clear understanding of what comes next.

• Identification of missing returns and necessary records

• Preparation of prior-year tax returns

• Review of notices and explanation of next steps

• Response assistance within applicable authorization and representation limits

For businesses that need financial oversight and reporting support on a defined or recurring basis.

Experienced oversight for your accounting operations.

• Month-end close and balance sheet reconciliations

• Intercompany accounting and multi-entity reconciliations

• Fixed assets, depreciation, and construction in progress

• Financial reporting and variance analysis

For businesses that need ongoing accounting support or help getting their books ready for tax preparation.

Organized records. A clearer view of your business.

• Bank and credit card reconciliations

• General ledger maintenance and cleanup

• Financial statement preparation

• QuickBooks Desktop and Online support