Business Accounting
Monthly bookkeeping, tax returns, payroll, and tax advisory — all in one bundle.
Learn moreTax Advisory
Tax projections, quarterly estimates, planning, and business entity structuring.
What's included
- Full financial analysis and year-round tax planning
- Quarterly tax projections so there are no surprises at filing
- Business entity structure analysis and pass-through entity credits
- Planning for asset purchases, rental property, and retirement
- Multi-state advisory and tax loss harvesting
- Three-year tax return review with a written report
Pricing
Personal Tax Advisory
From $200/mo
- Full financial analysis and tax planning
- Retirement tax advisory
- Rental tax advisory
- Tax loss harvesting
- Multi-state advisory
- Quarterly tax projections
- Personal tax returns
Business Advisory
From $400/mo
- Full financial analysis and tax planning
- Pass-through entity credits
- Entity structure analysis
- Asset purchases
- Quarterly tax projections
- Business tax return
Three-Year Tax Return Review
From $600
- Analysis and written report on financial standing, compliance, tax improvements, and recommendations
Good tax advice happens before the return is filed. We look at the full picture — income, entity structure, major purchases, rental property, retirement — and build a plan with quarterly projections, so the number on your return is one you already expected. Need a second look at the past? A three-year return review finds missed savings and compliance gaps and puts the findings in a written report.
Other services
Tax Compliance
Review, preparation, and filing of federal and state returns for individuals, businesses, trusts, and estates.
Learn moreIRS & FTB Resolution
Back returns, notice and audit response, penalty relief, and a resolution plan from an experienced practitioner.
Learn more