Our Services
Tax Planning
We develop customized, proactive tax strategies tailored to your business structure and income goals. Our planning goes beyond basic deductions — we use entity structuring, income shifting, retirement planning, and advanced legal techniques to help you keep more of what you earn.
Business & Personal Tax Filing
We prepare and file federal and California state tax returns for individuals, LLCs, corporations, and partnerships. Our process ensures accuracy, compliance, and timely filing, while identifying any overlooked deductions or credits to reduce your tax bill.
Bookkeeping & Payroll
We provide reliable monthly bookkeeping and full-service payroll solutions. You’ll receive clean, up-to-date financials, employee and contractor payments processed on time, and year-end forms (W-2s, 1099s) handled without stress.
IRS Representation
If you’re facing an IRS or California tax notice, audit, or collection action, we handle communication on your behalf. We’ll guide you through the process, respond to inquiries, and work toward resolution while protecting your interests.
Services
Tax Planning
Business & Personal Tax Filing
Bookkeeping & Payroll
IRS Representation
Industries
Real Estate Professionals
Online Coaches & Course Creators
E-Commerce Business Owners
Medical & Dental Practices
Construction & Trades
Marketing Agencies
Freelancers & Consultants
High-Income Individuals with Side
Businesses
Support
