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
Business Returns
- S-Corporations (1120S)
- Partnerships (1065)
- C-Corporations (1120)
- Sole proprietors (Sch C)
Specialized Returns
- Trusts & Estates (1041)
- Non-profits (990)
- Amended returns
- Prior year catch-up
Our Process
1. Initial Consultation (Free)
15-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
- Simple 1040: Starting at $250
- 1040 with Schedule C: Starting at $450
- 1040 with rentals: Starting at $400
- S-Corp/Partnership: Starting at $800
- Complex returns: Custom quote
Timeline: Most returns completed within 7-14 business days
Bookkeeping & QuickBooks Support
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: Fix past mistakes and get caught up
- Payroll Setup: Integration with QuickBooks or third-party providers
- Sales Tax Filing: Calculation and submission to state agencies
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
Bookkeeping Service Plans
Clear, straightforward pricing for every business size
Basic Plan
Perfect for low-volume businesses & solopreneurs
What's Included
- ✓ Monthly bank reconciliation
- ✓ Basic financial reports
- ✓ Transaction categorization
- ✓ Email support
- ✓ Up to 50 transactions/month
Best For
Low-volume businesses with simple needs
Standard Plan MOST POPULAR
Ideal for growing businesses with regular activity
What's Included
- ✓ Everything in Basic
- ✓ Full monthly bookkeeping
- ✓ Detailed financial statements
- ✓ A/P & A/R tracking
- ✓ Unlimited transactions
- ✓ Quarterly review calls
- ✓ Priority support
Best For
Businesses needing detailed reporting and ongoing support
Premium Plan
Complete bookkeeping with strategic advisory
What's Included
- ✓ Everything in Standard
- ✓ Monthly advisory calls
- ✓ Budget vs. actual analysis
- ✓ Cash flow forecasting
- ✓ Tax planning consultations
- ✓ Payroll support
- ✓ Custom reporting
- ✓ Same-day responses
Best For
Established businesses wanting proactive financial guidance
Tax Planning & IRS Representation
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
IRS Problem Resolution
Received a notice? We handle it so you don't have to.
Audit Defense
Full representation during IRS audits and examinations
Notice Response
Quick action on CP notices and IRS correspondence
Payment Plans
Negotiate installment agreements you can afford
Penalty Relief
Request abatement for penalties and interest
Collection Issues
Stop levies, liens, and wage garnishments
Unfiled Returns
Get caught up on past-due returns
When You Need This
- Starting a new business
- Significant income increase
- Major life changes (marriage, divorce, inheritance)
- Real estate transactions
- Received IRS correspondence
- Complex multi-state situations
Investment
Hourly Consulting: $200/hour for planning sessions
Quarterly Retainer: $1,500/quarter (includes 4 planning calls + unlimited email support)
Annual Planning Package: $5,000/year (monthly calls + year-end strategy)
IRS Representation: Quoted based on complexity
Frequently Asked Questions
Ready to Get Started?
Schedule a free consultation to discuss your tax and accounting needs.
Or call (714) 369-9442