Tax Compliance

Review, preparation, and filing of federal and state returns for individuals, businesses, trusts, and estates.

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What's included

  • Business entity returns — S-corp, partnership, C-corp
  • Individual returns, including multi-state and complex situations
  • Estimated payment guidance

Pricing

Individual Returns

$800–$1,500

  • Form 1040 and 540
  • FTB 568 (LLC)

Entity Returns

From $1,500

  • Forms 1120, 1120S, and 1065

Real Estate Sales

From $1,500

  • Capital gains tax exclusion
  • 1031 exchanges
  • Property inheritance

Estate & Gift Returns

Pricing varies

  • Forms 706 and 709

Our clients receive

  • Secure portal access
  • Year-round access
  • Notice support

We prepare and file tax returns for a variety of different taxpayers. We are most experienced with preparing returns for business owners and real estate investors. Our doors always remain open year-round to adapt to changes in circumstances.

Other services

Business Accounting

Monthly bookkeeping, tax returns, payroll, and tax advisory — all in one bundle.

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Tax Advisory

Tax projections, quarterly estimates, planning, and business entity structuring.

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IRS & FTB Resolution

Back returns, notice and audit response, penalty relief, and a resolution plan from an experienced practitioner.

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