The right size solution to fit your needs…

Rates

For Individuals:

Core: from $600

Basic annual tax return filing done right & by someone you can trust.

  • Tax organizers with custom worksheets based on your needs

  • Comprehensive analysis to ensure you're getting every tax deduction available to you

  • Return review meeting to discuss current & future tax savings opportunities and strategies

  • Preparation & E-filing of your Individual Tax Returns

  • Year-round support for quick questions

  • Digital document storage

Pro: from $850

Perfect for those who need a partnership that provides a higher level of involvement & ongoing priority support.

  • Everything from Core

AND:

  • Mid-Year tax projection

  • Representation on your behalf to the IRS & FTB

  • IRS notice & audit representation

  • Advisory on how to stay compliant & protected in case of an audit

  • Priority support

Concierge: from $1,800

For those that have changing situations in income levels from year-to-year and need annual tax planning in order to make well-informed decisions before it’s too late.

  • Everything from Pro

AND:

  • Multiple strategy & planning sessions

  • Quarterly estimates

For Businesses:

Core: from $1,900

When all you need is a corporate or partnership tax return.

What’s included:

  • Accounting clean-up

  • Full tie out of your business’ Balance Sheet and Profit/Loss

  • Adjustments to ensure your books match your tax return

  • Federal & CA corporate or partnership tax return preparation

  • 60-minute return review meeting to discuss current & future tax savings opportunities and strategies

  • Year-round no-fee access for quick questions

Pro: from $4,500

A more comprehensive package to help you with all of your business’ tax and compliance needs.

What’s included:

  • Everything above, and:

  • Semi-annual accounting clean-up

  • Annual Statement of Information filing with the Secretary of State’s Office

  • Issue & file annual 1099’s

  • Strategic year-end tax planning to maximize your tax-savings and minimize your tax-liability.

Advisory Services are quoted based on the scope of the engagement and only after we discuss exactly what you hope to achieve.

Accounting Services are offered as an add-on to any tax service and are quoted once I have an understanding to the level of activity and complexity involved.