Comprehensive accounting, tax, and business solutions tailored for your success.
Essential Bookkeeping
Ideal for self-employed, single-member LLCs, freelancers.
Bookkeeping & Compliance
Ideal for small businesses, S-Corps, LLCs with employees.
Full Accounting Dept
Growing LLCs, construction, medical, real estate.
Strategic Finance
Companies needing high-level financial strategy.
Flexible solutions for specific bookkeeping needs
Any type of bookkeeping services tailored to your needs, training, or specific financial reporting in QuickBooks Online.
Complete setup in QuickBooks Online: employee setup, tax settings, and system review.
Payroll runs, tax calculations, and reporting. Included in Growth+ packages (up to 5 employees).
Catch-up for tax filing. We reconcile prior periods, correct classifications, and fix errors to get you tax-ready.
Formation, registration, and ongoing compliance services
LLC registration in California, including preparation and filing of formation documents, EIN assistance, and basic compliance guidance.
LLC registration in a U.S. state outside California, including formation documents, EIN assistance, and compliance guidance.
S-Corp or C-Corp formation in California, including entity setup, EIN assistance, and guidance on required filings.
Formation in a U.S. state outside California, including entity setup, EIN assistance, and filing guidance.
Assistance with obtaining a Federal Tax Identification Number (EIN) from the IRS.
Preparation and filing of the California Statement of Information with the Secretary of State.
Individual, business, and multi-state tax filing services
Standard individual tax return for W-2 wage earners with straightforward filing needs.
Individual tax return with self-employment income reporting via Schedule C for sole proprietors.
Additional Schedule C for taxpayers with multiple self-employment activities or businesses.
Reporting rental property income, expenses, and depreciation on Schedule E.
Reporting capital gains and losses from investments, stock sales, and asset dispositions.
Additional state tax return filing for individuals or businesses operating in multiple states.
Correction and re-filing of previously submitted tax returns to fix errors or claim missed deductions.
Partnership tax return preparation for multi-member LLCs, including Schedule K-1 generation.
S-Corporation tax return with shareholder distributions, payroll reconciliation, and Schedule K-1.
C-Corporation tax return including corporate income, deductions, credits, and tax liability calculation.
S-Corporation return for entities with zero income activity, maintaining compliance and good standing.
C-Corporation return for entities with zero income activity, maintaining compliance and good standing.
State-level sales tax return preparation and filing for businesses with nexus in multiple states.
Preparation and filing of 1099-NEC or 1099-MISC forms for independent contractors and vendors.
Calculation and preparation of quarterly estimated tax payment vouchers (Form 1040-ES).
Strategic finance for data-driven decision making
Financial Planning & Analysis (FP&A) bridges the gap between your raw financial data and actionable business strategy. Our FP&A team helps you understand where your money goes, forecast future performance, and make confident decisions backed by real numbers.
$150/hr or case-based
$150/hr or case-based
Transform data into actionable insight for growth
$150/hr or case-based
$150/hr or case-based
Schedule a free 15-minute consultation to discuss your specific situation.
Schedule Consultation