Everything your taxes and books need — under one roof.
From a simple personal return to a multi-entity business, sales tax filings or a notice from the IRS, we’ve got you covered.
Tax Preparation
Accurate, on-time returns prepared with top-of-the-line tax software and e-filed so refunds arrive quickly. We look for every deduction and credit you’re entitled to — and explain how we got there.
Personal
Federal and California returns for individuals and families, including rentals, investments and self-employment income.
Business
Returns for every common entity type, prepared by someone who works inside businesses every day.
Trusts
Fiduciary income tax returns for trusts and estates.
Sales Tax
CDTFA sales and use tax returns, filed on schedule.
Audits & IRS Debt Resolution
Being audited by the IRS, FTB, BOE or CDTFA? We can help. As an Enrolled Agent and IRS Debt Resolution Specialist, Jim can speak with the agencies on your behalf and work toward the best outcome available.
Audit representation
We review the notice, gather your documentation and handle communication with the examiner.
Offer in Compromise
If you can’t pay what you owe, you may qualify to settle your tax debt for less.
Payment plans
Installment agreements that fit your budget and stop collection pressure.
Notices & letters
Not sure what a letter means? We’ll translate it and tell you what to do next.
Bookkeeping & QuickBooks
Good books make tax time easy and help you make better decisions all year. As a QuickBooks ProAdvisor, we can set up your file, clean up a messy one, or keep it reconciled every month.
Payroll
We process payroll for local businesses — paychecks, quarterly and annual payroll tax filings, W-2s and new-hire paperwork — with a dedicated client page for each business we serve.
Startup Services
Plan for your taxes before your business is off the ground. We’ll help you choose the right structure, apply for the tax IDs and permits you need, and set up record-keeping that grows with you.
Company structure
Sole prop, LLC, S-Corp or C-Corp — we’ll compare the tax impact of each.
Federal & state forms
EIN, California registrations and seller’s permits.
Notary, Documents & Copying
Convenient extras while you’re in the office: notary services, legal document assistance, and black-and-white or color copying.
Let’s get your taxes off your plate.
In-office or fully remote — upload your documents and Jim will take it from there.