Service 02

Tax Preparation

Accurate returns for Southern California businesses and individuals — filed right, on time, and explained in language that makes sense.

How filing season goes with us

Organized, on time, no scramble.

Gather

A simple checklist and secure upload — we tell you exactly what we need and chase the rest.

Prepare & review

We build the return, double-check it, and flag any planning opportunities we spot along the way.

Walkthrough & file

You get a plain-English explanation of the result before we file — no black boxes.

What we handle

From straightforward to genuinely complex.

Business

S-Corps & partnerships

Entity returns prepared with an eye on owner compensation, distributions, and what it means for your personal return.

Individual

Personal returns

Federal and state filing for owners, professionals, and households with more than a single W-2.

Complex

Equity & rentals

RSUs, ESPPs, ISOs, and rental property — situations where the details change the outcome.

Support

IRS notice help

Get a letter? We read it, explain it, and help you respond — you're not facing it alone.

Clarity

Return walkthrough

A clear breakdown of what drove your result and what to watch for next year.

Prior year

Amendments & back filing

Missed years or mistakes on a past return? We can correct course.

Common questions

Before you reach out.

We focus on explanation and access. You'll understand your return, and we're reachable year-round — not only from January to April.

We walk through the whole return, explain the decisions we made, point out planning opportunities, and answer questions specific to your situation.

Yes — RSUs, ESPPs, ISOs, and similar. Ideally we talk before you exercise or sell so the tax impact isn't a surprise.

Individual returns start at $750 and business returns start at $1,750, with the exact price set by volume and complexity. You'll find a full breakdown on our pricing page, and we confirm an exact quote after your discovery call — no surprise invoices.

Ready to file with confidence?

Book a discovery call and we'll tell you exactly what your return involves and what it costs.

Get your quote →