For businesses and their owners

Returns, books and planning, handled by the same CPA from start to finish.

What we handle

Business returns

Entity returns of every common structure.

  • S-Corporations (1120S)
  • Partnerships (1065)
  • C-Corporations (1120)
  • Single member LLCs (CA Form 568)

Accounting and QuickBooks

Keep your financials organized year-round.

  • Monthly bookkeeping services
  • Setup and training for QuickBooks Online
  • Desktop to Online conversions
  • Account reconciliation and cleanup
  • Financial statement preparation

Planning and representation

Reduce your tax liability proactively.

  • Year-round tax planning consultations
  • Estimated tax payment guidance
  • Business structure review
  • IRS and state tax representation
  • Tax strategy for business decisions

Pricing

ServiceStarting at
Businesses (1120, 1120S, 1065)$1,200
Bookkeeping and QuickBooks supportQuoted per engagement
Complex returnsCustom quote

Kenny confirms your fee at the free consultation, before any work begins. Complex returns are quoted individually.

Common questions

Do you work with my specific industry?

We serve clients across many industries including real estate, consulting, healthcare, construction, retail and professional services. Complex industries may require additional research time.

Do I need QuickBooks, or can I use something else?

While we specialize in QuickBooks, we can work with most accounting software. We will recommend what makes sense for your situation.

How do I send you my documents?

Through our secure upload portal. Drag and drop your files and you will get a confirmation email once they arrive. New clients get the link after their consultation, and existing clients can go straight there any time.

What if I get audited?

All clients with individual and business returns receive complimentary Protection Plus coverage, which includes up to $1 million in audit defense and representation if you are selected for examination by the IRS or a state tax authority. We file the claim on your behalf, and Protection Plus works directly with you, and with us as needed, to handle correspondence and guide you through the process at no additional cost. Estates, trusts and non-profits are not covered under this program.

What states do you serve?

We can prepare returns for clients in all 50 states, with particular expertise in California. We also prepare returns for clients who moved during the year or earn income in more than one state.

How quickly can you prepare my return?

Most returns are completed within 7 to 14 business days after we receive all documents. Rush service is available for an additional fee.

What our clients say

Kenny is knowledgeable, thorough, and responsive—even during peak tax season. He identified issues with how my previous CPA handled my S-Corp taxes and helped me avoid inflated IRS penalties.
Kenny is incredibly knowledgeable and efficient. He takes time to explain everything clearly and puts his clients' needs first. Always responsive and ensures everything is handled with precision.

The first conversation is free