The right size solution to fit your needs…

Rates

For Individuals:

Tax Basics: from $550

Ideal if you have wages, investment or retirement/social security income and personal deductions.

What’s included:

  • Federal & CA tax return preparation

  • 60-minute return review meeting to discuss current & future tax savings opportunities and strategies

  • Newsletter subscription

  • Digital document storage

Tax, Advisory & Representation: from $850

For those that have wages, investment income, retirement/social security income, AND sole-proprietorship type business, rental properties, pass-through entity (partnership & s-corporation) income or LLC’s treated as Disregarded Entities.

What’s included:

  • Everything above, and:

  • Custom organizers for your business activity

  • Advisory on how to stay compliant & protected in case of an audit

  • Comprehensive analysis of your business activity to ensure you’re getting every tax deduction available to you

  • No-fault IRS notice response*

  • Year-round no-fee access for quick questions

  • Representation on your behalf to the IRS & FTB

  • Power of Attorney filed with IRS & FTB allowing me to represent you

Strategic Planning: from $1,400

For those that have changing situations in income levels from year-to-year and need annual tax planning in order to make well-informed decisions before it’s too late.

For Businesses:

Tax Basics: from $1,900

When all you need is a corporate or partnership tax return.

What’s included:

  • Accounting clean-up

  • Full tie out of your business’ Balance Sheet and Profit/Loss

  • Adjustments to ensure your books match your tax return

  • Federal & CA corporate or partnership tax return preparation

  • 60-minute return review meeting to discuss current & future tax savings opportunities and strategies

  • Year-round no-fee access for quick questions

Tax, Advisory & Representation: from $4,500

A more comprehensive package to help you with all of your business’ tax and compliance needs.

What’s included:

  • Everything above, and:

  • Semi-annual accounting clean-up

  • Annual Statement of Information filing with the Secretary of State’s Office

  • Issue & file annual 1099’s

  • Strategic year-end tax planning to maximize your tax-savings and minimize your tax-liability.

Advisory Services are quoted based on the scope of the engagement and only after we discuss exactly what you hope to achieve.

Accounting Services are offered as an add-on to any tax service and are quoted once I have an understanding to the level of activity and complexity involved.