Your return
From a straightforward 1040 to a return with several moving parts.
- Individual tax returns (1040, all schedules)
- Multi-state returns
- Investment income
- Rental properties (Schedule E)
- Sole proprietors (Schedule C)
For individuals and families
Your return prepared and reviewed by a licensed CPA, not passed to seasonal staff.
What we handle
Also prepared
Returns that come up alongside a personal filing.
- Amended returns
- Trusts and estates (1041)
- Estate taxes (706)
- Gift taxes (709)
- Past years you have not filed
Through the year
Tax does not only happen in April.
- Year-round tax planning consultations
- Estimated tax payment guidance
- IRS and state tax representation
- Notice response and resolution
Pricing
| Service | Starting at |
|---|---|
| Individuals (1040) | $495 |
| Trusts and estates (1041) | $550 |
| Complex returns | Custom quote |
Kenny confirms your fee at the free consultation, before any work begins. Complex returns are quoted individually.
How it works
Get started
Tell us about your situation and book your free 30-minute consultation in one pass. Kenny reads it before the call.
Secure document upload
Send your documents through our secure upload portal at your convenience. You will receive confirmation once everything is received.
Expert preparation
Kenny prepares and reviews your return personally, and goes through it line by line. We review everything together before anything is filed.
Review and sign
Your return arrives in a secure portal you open with a code from your email. Sign it in your browser. No printing, no scanner, no appointment.
Everything in one place
Your return, what you owe and when it falls due, in one place. Deadlines add to your calendar, and the whole file downloads at once.
Common questions
Do you offer in-person meetings?
We are a 100% virtual firm. All meetings are conducted by phone or video call, which gives you more flexibility and eliminates travel time. Most clients prefer this convenience.
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.
Can you help with past years I have not filed?
Yes. We regularly help clients get caught up on unfiled returns. The sooner we start, the better we can minimize penalties.
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 was thorough and patient as we gathered our documents. He gave us a clear list of what was needed. Everything was prepared quickly with clear communication. 10/10!
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.