Your numbers, reconciled and working for you.
I'm Eric — a licensed CPA who handles the bookkeeping, the tax returns, and the planning for a small group of business owners and individuals. Fully remote, year-round, and personal.
Three steps, then I stay in your corner.
Discovery call
You and I talk through your situation, and I'll tell you honestly what level of help makes sense — nothing you don't need.
Get connected
I set up clean books and simple tools, then take the day-to-day off your plate.
Ongoing partnership
Regular check-ins, plain-English explanations, and a plan that adjusts as your business changes. When you have a question, you ask me — not a call center.
Three services, one connected view of your money.
Each has its own page — start where it hurts most, or let me handle all three.
Clean books, every month
Monthly reconciliation, categorized transactions, and reports you can actually read. Always know where you stand.
02 / Tax PrepReturns done right
Accurate business and individual filing with a plain-English walkthrough of what happened and why.
03 / Tax PlanningDecisions before deadlines
Proactive strategy across the year — purchases, entity choices, estimates — so April holds no surprises.
For owners who'd rather run the business than the spreadsheet.
- ✓Save through real planningStrategy that happens before the year closes, not after.
- ✓Year-round accessI answer in July, not only at filing time — and questions are included in your price.
- ✓Plain-English explanationsYou'll understand every line, every decision.
- ✓One connected pictureBooks, returns, and strategy that all talk to each other.
You'll always know what something costs before I do it. You'll never get a surprise invoice for asking a question. And you'll never have to chase me — I keep my client list small on purpose, so I can give every person real attention.
I started this firm because too many owners only hear from their accountant once a year, usually with bad news. I'd rather be the person you call in June, before the decision, when there's still time to do something about it.
— Eric
Based in Southern California, working with clients nationwide.
Whether you searched "CPA near me" or "tax services near me," I work with business owners and individuals across Southern California and every other state. Everything is remote — video calls, secure document sharing, and a CPA who actually replies — so where you live is never a limitation.
Let's see if we're a good fit.
No pressure, no sales pitch. We'll spend thirty minutes on your situation, and you'll leave knowing exactly what working with me would look like — and what it costs.
Book a call with Eric →I look forward to meeting you. — Eric McCown, CPA