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Our servicesBookkeeping, payroll, taxes & consulting
One dedicated expert for your books, your payroll, your taxes, and your big decisions — so nothing falls through the cracks.
Tax services
Prepared by a CTEC Registered Tax Preparer, reviewed with you line by line, and filed electronically.
Individual & Family Returns
Accurate returns that claim every credit your family qualifies for.
- Federal 1040 & California 540 returns
- Child, dependent & education credits
- Homeowner deductions & home sales
- Prior-year & amended returns
Self-Employed & 1099
Keep more of what you earn as a contractor, freelancer, or gig worker.
- Schedule C business income & expenses
- Home office & vehicle mileage deductions
- Quarterly estimated tax payments
- Record-keeping tips that save you money
Small Business & LLCs
Business returns and California compliance, handled on time.
- Single-member LLC & sole proprietor returns
- California $800 LLC franchise tax
- Rental property income (Schedule E)
- Year-end books clean-up before filing
Tax Planning & Notices
Plan ahead so April holds no surprises.
- Year-round tax planning & withholding review
- Help understanding IRS & FTB letters
- Payment-plan guidance for balances due
- Catching up on unfiled years
Bookkeeping, payroll & consulting
Keep your books clean, your people paid, and your decisions grounded in real numbers.
Bookkeeping & Accounting
Accurate books and financial clarity you can build decisions on.
- Monthly bookkeeping & bank reconciliation
- Profit & loss and balance sheet reports
- Accounts payable & receivable
- QuickBooks setup & clean-up
Payroll Services
On-time, accurate payroll with the filings taken care of.
- Payroll processing & direct deposit
- Federal & California payroll tax filings
- W-2, W-4 & 1099 preparation
- New-hire reporting & compliance
Consulting & Advisory
Practical guidance to grow your business with confidence.
- Cash-flow & budgeting strategy
- Entity selection & business structure
- Profitability & KPI reviews
- Year-round CFO-style support
Simple, personal, and on time
Getting started is easy — in person or fully remote.
Book a call
A free consultation to review your situation. We quote your fee before any work begins.
Share documents
Upload securely or bring them in. Our checklist makes sure nothing is missed.
Review & sign
We walk you through your return line by line, then you sign electronically.
E-file & support
We e-file federal and California, and stay available all year for questions.
Ready to take the stress out of your finances?
Book a free, no-obligation consultation. We'll review your situation and quote your fee before we start.