Tax Preparation Services in Southern California
Maximize Your Tax Savings
We provide accurate, affordable, stress-free tax preparation across Southern California, helping you maximize deductions and keep more income.
Smart Tax & Business Services That Maximize Your Savings
Serving Southern California with personalized tax and business solutions that make your finances simple and stress-free.
Tax Preparation
Personal & Business Tax Returns, Previous Year’s Return, Self Employed, 1099s, Child Tax Credits, Stimulus Checks, IRS Letters
Business Tax Returns
S-Corporation, C-Corporation, Partnership Schedule C, LLC
Accounting
Online Bookkeeping, Financial Statements, Monthly Reports, Payroll Set Up and Monitoring
Tax Planning
Minimize Tax, Retirement Contributions, Business Deductions, and More Tax Savings Strategies
From Tax Prep to Business Formation—We’ve Got You Covered
We offer an array of services such as income tax preparation for businesses and individuals, support for IRS and State audits, payroll reporting, QuickBooks® setup, LLC business formation, monthly bookkeeping, and financial statement organization.
Our dedication to excellence is shown through our ongoing investment in professional development, cutting-edge technology, and strong industry connections.
Keep 20–30% more of what you earn, strategic deductions, expertly applied.
Keep more of your income with smart, strategic tax deductions.
Our Most Popular Tax Services
Discover the expert tax solutions our clients trust most — designed to maximize savings, ensure compliance, and simplify your financial life.
Personal Tax Returns
- Short Form W-2 — $125 Federal & state filing for individuals with up to 3 W-2s.
- Short Form W-2 + More — $200 For families and dependents, including child tax credits & education credits.
Self-Employed & Small Business
S-Corporation, C-Corporation, Partnership Schedule C, LLC
- Schedule C (1099/Side Hustle) — $250 Perfect for freelancers, contractors, and gig workers.
- Single-Member LLC Return — $300 Specialized filing with expense breakdown and deduction review.
- 1120, 1120S, 1065 — $750
- Comprehensive corporate tax return with audit support included.
Specialized Tax Services
We go beyond traditional tax preparation. Our expertise extends into advanced areas of taxation, ensuring clients with complex financial portfolios receive the guidance they need.
Cryptocurrency Taxation
- Full compliance with IRS cryptocurrency reporting requirements.
- Guidance on taxable events including trading, mining, staking, and DeFi activities.
- Strategic planning to minimize liabilities while navigating volatile markets.
- Clear record-keeping systems to simplify audit readiness.
Stock Options & Investment Taxation
- Expertise in incentive stock options (ISOs) and non-qualified stock options (NSOs).
- Tax-efficient strategies for employee equity compensation.
- Capital gains and investment income planning tailored to your portfolio.
Bookkeeping Services
Monthly Bookkeeping
- Keep your finances organized with accurate monthly tracking, reconciliations, and reports tailored to your business.
QuickBooks Setup & Cleanup
- Start fresh or fix existing books with professional QuickBooks setup and cleanup for smooth, error-free accounting.
Sales Tax Filing
- Stay compliant with accurate sales tax calculations and on-time filings for your business.
Year-End Bookkeeping & 1099 Preparation
- Wrap up the year confidently with complete reconciliations and 1099 form preparation for a stress-free tax season.
Frequently Asked Questions
You’ll need your income forms (W-2s, 1099s, or K-1s), identification, and any relevant tax documents like mortgage interest statements, investment records, or expense receipts. Don’t worry—we’ll guide you through exactly what’s required.
No problem. If your books aren’t up to date, we can organize them for you at a reasonable fee. Proper bookkeeping helps maximize your deductions, but it’s not a barrier to getting your return filed.
Most returns are completed within 1–3 business days after we receive your documents. We’ll notify you when your return is ready for review and filing.
Yes. Our secure online portal is fully encrypted, ensuring your personal and financial information stays protected.
Absolutely. You can choose between our virtual process, a local meet-up, or document drop-off—whichever is most convenient for you.
Every return we prepare includes audit response backup. That means we’ll help you respond to IRS or state inquiries at no additional charge.