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Our Services

Tax preparation, bookkeeping, and planning for individuals and businesses — one team, start to finish.

Tax Preparation

Individual & Business Returns

Personal and business returns prepared accurately, with most completed within 1–3 business days once we have your documents.

  • Personal ReturnsIndividuals and families, including prior-year returns
  • Self-Employed & 1099Freelancers, contractors, gig workers, and side hustles
  • Child Tax CreditsEvery credit for your dependents claimed
  • Stimulus PaymentsReported and reconciled on your return
  • Business ReturnsS-Corporation, C-Corporation, Partnership, and LLC
  • IRS & State LettersHelp understanding and responding to notices
Bookkeeping

Books That Stay Tax‑Ready

Monthly bookkeeping, cleanup, and reporting for growing businesses across the Inland Empire.

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  • Monthly BookkeepingCategorization, reconciliations, and monthly reports
  • Cleanup & Catch-UpHistorical organization and reconciliation corrections
  • QuickBooks Setup & CleanupYour software organized and optimized, or set up from scratch
  • Sales TaxSales tax calculation and filing
  • Year-End & 1099sYear-end bookkeeping and 1099 preparation
  • Payroll Setup & MonitoringGetting payroll set up and keeping it on track
Tax Planning

Proactive, Year‑Round Strategy

Proactive tax planning goes beyond filing a return. We help identify opportunities throughout the year to reduce unnecessary tax exposure.

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  • Minimize TaxStrategies built around your income and goals
  • Retirement ContributionsUsing retirement accounts to lower what you owe
  • Business DeductionsMaking sure every legitimate deduction is captured
  • Year-Round Check-InsPlanning before deadlines, not after
Business Formation

Start Your Business the Right Way

Set up your business with the right structure from day one.

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  • LLC FormationGetting your LLC formed and set up correctly
  • EINObtaining your Employer Identification Number
  • S-Corp ElectionDeciding if and when an S-Corp election makes sense
  • Startup GuidanceAnswers to the questions new owners ask first
Business Advisory

Guidance as Your Business Grows

Ongoing advice on structure, tax strategy, and your financials.

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  • Entity StructureMaking sure your business is set up the right way for taxes
  • Tax StrategyPlanning that fits where your business is going
  • Financial GuidanceMonthly reports and financial statements you can act on
  • Financial StatementsClear statements prepared from your books

Specialized Tax

Real estate, investments, cryptocurrency, and stock options — for clients whose finances don't fit a simple form.

₿

Cryptocurrency Tax Services

Crypto taxes don't have to be confusing. We help investors, traders, and business owners properly report digital-asset transactions while identifying tax-planning opportunities.

  • Bitcoin & Crypto Reporting
  • Capital Gains & Losses
  • Wallet & Exchange Activity
  • Tax-Loss Harvesting
  • Crypto Tax Planning

₿ Own BTC? You can pay us in Bitcoin, too.

Stock Options & Investment Taxation

Expertise in incentive stock options (ISOs) and non-qualified stock options, tax-efficient strategies for employee equity compensation, and capital gains planning tailored to your portfolio.

Getting Started

Choose How You File

Pick whatever fits your schedule — every option gets the same accuracy and attention.

Virtual

File securely from anywhere, no office visit required.

Local Meet Up

Sit down with us in person in Riverside, CA.

Drop Off

Drop your documents and we'll handle the rest.

Not Sure Where to Start?

Book a time and we'll point you to the right service.

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