Professional Tax & Accounting Services

Comprehensive solutions for individuals and businesses

Individual & Business Tax Preparation

Accurate returns filed on time, every time

What's Included

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 (568)

Specialized Returns

  • Amended returns
  • Trusts & Estates (1041)

  • Non-profits (990)

  • Estate taxes (706)

  • Gift taxes (709)

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Our Process

1. Initial Consultation (Free)

30-minute call to understand your situation and provide quote

2. Document Collection

Upload documents through our secure portal at your convenience

3. Preparation & Review

Kenny personally prepares and reviews every return

4. Final Review Meeting

Video call to review your return and answer questions

5. E-Filing

We file electronically and provide copies for your records

Pricing

  • Individual (1040): Starting at $450
  • Businesses (1120, 1120S, 1065): Starting at $1,050
  • Trust and Estates (1041): Starting at $550
  • Complex returns: Custom quote

Upfront Pricing: All service fees are discussed in advance of work being completed. We strive for transparency with our services.

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Bookkeeping & Support for QuickBooks

Keep your financials organized year-round

Services Offered

  • Monthly Bookkeeping: Transaction categorization, reconciliation, financial statements
  • QuickBooks Setup: Chart of accounts, initial data entry, customer/vendor setup
  • QuickBooks Training: One-on-one sessions to help you use the software
  • Desktop to Online: Full migration and data conversion
  • Cleanup Services: Identify and correct bookkeeping errors and systemize or provide training on how to avoid the same issue in the future

Who Benefits

Small Business Owners

Focus on your business while we handle the books

Real Estate Investors

Track multiple properties and prepare for tax time

Self-Employed

Organized records make tax season stress-free

Tax Planning

Minimize taxes and resolve issues proactively

Strategic Tax Planning

Don't wait until tax season to think about your taxes. Proactive planning throughout the year can save you thousands.

  • Quarterly Projections: Know what you'll owe before year-end
  • Estimated Payments: Calculate and track to avoid penalties
  • Business Structure Review: Should you be an LLC, S-Corp, or C-Corp?
  • Retirement Strategies: Maximize contributions while reducing taxes
  • Year-End Planning: Make smart moves before December 31st
  • Multi-Year Planning: Position yourself for long-term tax efficiency

Frequently Asked Questions

Q: Do you offer in-person meetings?
A: We're a 100% virtual firm. All meetings are conducted via video call, which gives you more flexibility and eliminates travel time. Most clients prefer this convenience.
Q: How do I send you my documents?
A: After scheduling, you'll receive a link to our secure upload portal. Simply drag and drop your documents, and you'll get an instant confirmation email.
Q: What if I get audited?
A: 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're selected for examination by the IRS or state tax authority. We'll file the claim on your behalf, and Protection Plus will work directly with you (and 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.)
Q: Do you work with my specific industry?
A: We serve clients across many industries including real estate, consulting, healthcare, construction, retail, and professional services. Complex industries may require additional research time.
Q: What states do you serve?
A: We can prepare returns for clients in all 50 states, with particular expertise in California. Multi-state returns are a specialty.
Q: Can you help with past years I haven't filed?
A: Yes! We regularly help clients get caught up on unfiled returns. The sooner we start, the better we can minimize penalties.
Q: Do I need QuickBooks, or can I use something else?
A: While we specialize in QuickBooks, we can work with most accounting software. We'll recommend what makes sense for your situation.
Q: How quickly can you prepare my return?
A: Most returns are completed within 7-14 business days after receiving all documents. Rush service is available for an additional fee.

Ready to Get Started?

Schedule a free consultation to discuss your tax and accounting needs.

Or call (714) 369-9442