Federal and state returns, prepared by a real advisor and filed electronically. We look for every deduction and credit you qualify for, and we explain your return in plain English before you sign.

Good fit for: W-2 employees, families, freelancers, rental property owners, and LLCs, S-Corps, C-Corps and nonprofits.

• Individual returns (Form 1040)
• Self-employed & Schedule C
• Partnership, S-Corp & C-Corp returns
• Nonprofit returns (Form 990)
• Prior-year and amended returns
• Quarterly estimated tax planning

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• Photo ID for you (and your spouse, if filing jointly)
• Social Security numbers or ITINs for everyone on the return
• Last year's tax return
• W-2s, 1099s and any other income forms
• 1098 mortgage interest statement and property tax bills
• Childcare, education (1098-T) and charitable donation receipts
• Health coverage forms (1095-A, if you used Covered California)
• Business income and expense records, if self-employed

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Frequently asked questions

We keep your books current every month so you always know where your business stands. Clean books also mean a faster, more accurate tax return at year end.

Good fit for: small business owners who are behind on their books, doing it themselves at night, or ready to hand it off.

• Bank & credit card reconciliations
• Monthly profit & loss statement
• Balance sheet
• Transaction categorization
• Catch-up & clean-up bookkeeping
• Year-end books ready for tax filing

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• Access to your business bank and credit card accounts (or monthly statements)
• Your accounting software login, if you use one
• Last year's business tax return
• Loan statements and payment schedules
• Payroll reports, if you have employees
• List of recurring vendors and customers

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Frequently asked questions

Got a letter from the IRS or the state? Briefly freak out. Then forward it to us. As Enrolled Agents, we are licensed to represent you before the IRS and speak to them on your behalf.

Good fit for: anyone with an IRS or state notice, an audit, unfiled returns or a tax balance they can't pay all at once.

• IRS & state notice response
• Audit representation
• Installment agreements
• Offer in Compromise
• Penalty abatement requests
• Unfiled back returns

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• The IRS or state notice (all pages, including the envelope date)
• Tax returns for the years in question
• Any letters you've already sent or received about the issue
• Income records for the years in question (W-2s, 1099s)
• Proof of any payments made to the IRS
• Recent pay stubs and bank statements, if setting up a payment plan

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Frequently asked questions

Compliance is the floor, not the job. We help you plan ahead: how to structure your business, how much to set aside for taxes, and which numbers to watch so you can grow with confidence.

Good fit for: growing businesses and high earners who want a strategic partner, not just a once-a-year preparer.

• Year-round tax planning
• Cash flow modeling
• KPI & financial analysis
• Entity structure strategy
• Budgeting & forecasting
• Major decision support

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• Last two years of business tax returns
• Year-to-date profit & loss statement and balance sheet
• Business bank statements for the last 3 months
• Current budget or revenue goals, if you have them
• Loan, lease and major contract details
• A short list of the decisions or questions on your mind

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Frequently asked questions

An Individual Taxpayer Identification Number lets you file taxes without a Social Security number. We prepare your application, certify your passport in our office so it never leaves your hands, and submit everything to the IRS for you.

Good fit for: non-SSN filers, spouses and dependents of taxpayers, and anyone with an expired ITIN.

• New ITIN applications (Form W-7)
• ITIN renewals
• In-office passport certification
• Submission to the IRS
• Filing your tax return with the application
• Service in English or Spanish

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• Valid passport (certified in our office — it never leaves your hands)
• If no passport: two other IDs, one with a photo (e.g. national ID, birth certificate)
• Your expiring or expired ITIN letter, if renewing
• A tax return or document showing why you need an ITIN
• Proof of U.S. address
• For dependents: birth certificate and school or medical records

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Frequently asked questions

Starting or restructuring a business? We handle the paperwork that gets you set up correctly and keeps you in good standing with the IRS and the state of California.

Good fit for: new business owners, sole proprietors ready to form an LLC, and LLCs considering an S-Corp election.

• EIN registration
• LLC & corporation formation
• LLC to S-Corp election
• Registered agent service
• Business license renewals
• Statements of Information

Documents to prepare

Gather what applies to you, then upload it to your secure client portal. Tick items off as you go. Not sure about something? Send what you have and we'll tell you what's missing.

• Photo ID for each owner
• Social Security number or ITIN for each owner
• Proposed business name (and a backup)
• Business address and mailing address
• Ownership percentages for each owner
• Existing EIN and formation documents, if converting to an S-Corp

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Frequently asked questions