Getting started
Tell us about your situation, then book a free 30-minute call to talk it through and get a quote.
Professional tax and accounting services
Comprehensive solutions for individuals and businesses.
Tax preparation
Prepared carefully, reviewed by a CPA, and filed on schedule.
Individual returns
- Form 1040 (all schedules)
- Multi-state returns
- Investment income
- Rental properties (Sch E)
- Sole proprietors (Sch C)
Business returns
- S-Corporations (1120S)
- Partnerships (1065)
- C-Corporations (1120)
- Single member LLCs (CA Form 568)
Specialized returns
- Amended returns
- Trusts and estates (1041)
- Estate taxes (706)
- Gift taxes (709)
Pricing
| Return type | Starting at |
|---|---|
| Individuals (1040) | $495 |
| Businesses (1120, 1120S, 1065) | $1,200 |
| Trusts and estates (1041) | $550 |
| Complex returns | Custom quote |
All service fees are discussed in advance of work being completed. We strive for transparency with our services.
Our process
Document collection
Upload your documents through our secure portal at your convenience.
Preparation and review
Kenny personally prepares and reviews every return before it goes anywhere.
Final review meeting
A video call to go through your return together and answer questions.
Signing and filing
You sign in your browser and we file electronically. Your return, balance due and deadlines stay in a secure portal.
Accounting and support for QuickBooks
Keep your financials organized year-round.
- Monthly bookkeeping
- Transaction categorization, reconciliation, and financial statements.
- QuickBooks setup
- Chart of accounts, initial data entry, and customer and vendor setup.
- QuickBooks training
- One-on-one sessions to help you use the software confidently.
- Desktop to Online
- Full migration and data conversion.
- Cleanup services
- Identify and correct bookkeeping errors, then systemize or train so the same issue does not recur.
- Who it suits
- Small business owners, real estate investors tracking multiple properties, and the self-employed who would rather not think about it in April.
Tax planning and IRS help
The decisions that change a return are made during the year, not in April. Planning is a service we offer, and the earlier it starts the more of them are still open.
- Quarterly projections
- Know what you will owe before year-end.
- Estimated payments
- Calculate and track them so penalties do not creep up on you.
- Business structure review
- Should you be an LLC, an S-Corp, or a C-Corp?
- Retirement strategies
- Maximize contributions while reducing taxes.
- Year-end planning
- Make the smart moves before December 31, while they still count.
- Multi-year planning
- Position yourself for long-term tax efficiency, not just this April.
Frequently asked 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.
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.
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.
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 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.