Serving Southern California for Over Fifty Years
Maximize Your Tax Savings
File securely online or in-person, expert guidance every step of the way.
Smart Tax & Business Services That Maximize Your Savings
Tax Preparation
Personal & Business Tax Returns, Previous Year’s Return, Self Employed, 1099s, Child Tax Credits, Stimulus Checks, IRS Letters, and More
Accounting
Online Bookkeeping, Financial Statements, Monthly Reports, Payroll Set Up and Monitoring
Tax Planning
Minimize Tax, Retirement Contributions, Business Deductions, and More Tax Savings Strategies
From Tax Prep to Business Formation— We’ve Got You Covered
We offer an array of services such as income tax preparation for businesses and individuals, support for IRS and State audits, payroll reporting, QuickBooks® setup, LLC business formation, monthly bookkeeping, and financial statement organization.
Our dedication to excellence is shown through our ongoing investment in professional development, cutting-edge technology, and strong industry connections.
Convenient Tax Filing Options Designed for You
Virtual Process
Complete your return online through our secure portal. Simply answer a quick questionnaire, upload your documents, and we’ll handle the rest. Fast, easy, and preferred by most of our clients.
Local Meet Up
Prefer a face-to-face conversation? We’ll meet you where it’s most convenient—at home, a local coffee shop, or anywhere you choose. Personal service, on your schedule.
Drop Off
If you’d rather use hard copies, just drop your documents in our secure box. We’ll review everything, prepare your return, and have it ready for pickup. Simple and hassle-free.
Keep 20–30% more of what you earn, strategic deductions, expertly applied.
Our Most Popular Tax Services
Personal Tax Returns
- Short Form W-2 — $125 Federal & state filing for individuals with up to 3 W-2s.
- Short Form W-2 + More — $200 For families and dependents, including child tax credits & education credits.
Self-Employed & Small Business
- Schedule C (1099/Side Hustle) — $250 Perfect for freelancers, contractors, and gig workers.
- Single-Member LLC Return — $300 Specialized filing with expense breakdown and deduction review.
- 1120, 1120S, 1065 — $750
- Comprehensive corporate tax return with audit support included.
Specialized Tax Services
We go beyond traditional tax preparation. Our expertise extends into advanced areas of taxation, ensuring clients with complex financial portfolios receive the guidance they need.
Cryptocurrency Taxation
-
Full compliance with IRS cryptocurrency reporting requirements.
-
Guidance on taxable events including trading, mining, staking, and DeFi activities.
-
Strategic planning to minimize liabilities while navigating volatile markets.
-
Clear record-keeping systems to simplify audit readiness.
Stock Options & Investment Taxation
-
-
Expertise in incentive stock options (ISOs) and non-qualified stock options (NSOs).
-
Tax-efficient strategies for employee equity compensation.
-
Capital gains and investment income planning tailored to your portfolio.
-
Frequently Asked Questions
What documents do I need to get started?
You’ll need your income forms (W-2s, 1099s, or K-1s), identification, and any relevant tax documents like mortgage interest statements, investment records, or expense receipts. Don’t worry—we’ll guide you through exactly what’s required.
What if I haven’t done my bookkeeping?
No problem. If your books aren’t up to date, we can organize them for you at a reasonable fee. Proper bookkeeping helps maximize your deductions, but it’s not a barrier to getting your return filed.
How long does it take to complete my return?
Most returns are completed within 1–3 business days after we receive your documents. We’ll notify you when your return is ready for review and filing.
Is my information secure?
Yes. Our secure online portal is fully encrypted, ensuring your personal and financial information stays protected.
Do you offer in-person meetings?
Every return we prepare includes audit response backup. That means we’ll help you respond to IRS or state inquiries at no additional charge.
Do you offer in-person meetings?
Every return we prepare includes audit response backup. That means we’ll help you respond to IRS or state inquiries at no additional charge.