Your trusted tax advisor
Specializing in individual and business tax return filings and strategy. Expertise in S Corporation, Partnership, Sole proprietorship and LLC businesses, rental properties, real estate transactions, e-commerce, online learning and stock options.I am a new client - let's get started
How it works
Client Inquiry Form
Complete a quick questionnaire to identify your tax needs. An email will be sent to you to kick off the onboarding process.
Hire Us and Provide Docs
Sign an engagement letter to hire our firm. Complete our tax organizer, provide documents and answer questions as we work on your tax return.
Schedule a tax appointment (in person at our Rancho Bernardo office in San Diego or via Zoom) to review your return. Provide payment, and signatures and it's efiled.
Getting it done
- We believe in making sure that we are a good fit for your tax needs first. Depending on the timing of your inquiry, these can be done via call or email.
- If we are a good fit, you are added to our secure client portal and email list.
Beginning of Tax Year
✓ You receive and sign an engagement letter that let's us know you want us to prepare your tax return this year.
✓ We send you a tax organizer and a checklist of documents needed.
✓ You upload your documents and tax organizer into our secure client portal or drop off your documents for scanning prior to your appointment.
✓ We begin the leg work on our side and send follow-up questions and document requests if needed.
✓ A virtual or in-person tax appointment is held to finalize any outstanding items and communicate recommendations to minimize your taxes.
✓ You review your return(s) and sign digitally for e-filing.
✓ If more time is needed, we file an extension and make an appointment to begin the work when you are ready.
Adding a tax planning meeting outside of tax filing season can be instrumental in implementing tax saving strategies before the end of year. We can provide advice, resources or walk you through the steps of implementation.
✓ Add on back-office time-saving best practices to streamline your record keeping, payroll, bill payments and accounting.
✓ Get personalized tax advice when completing your W4s, considering selling your home, or making that investment.
✓ Offload your bookkeeping to our team of bookkeepers and let your numbers go to work for you.I want a trusted tax advisor
We are committed to providing fair pricing and exceptional customer service. We respond to emails, calls and you will get to know your tax preparer.
As no taxpayer situation or tax year is the same, pricing for taxes is personalized based on your needs, how much time is involved in your filing, how many schedules and state filings are needed, etc. Until we know all your details in that tax year, we can only provide a ballpark figure for your return until all the work is completed.
Since many ask, below are the base and average prices for our clients depending on the filing type.
Individual Tax Returns
Base Price $500, Average $700
Partnership and S Corporation Tax Returns
Base Price $1,000, Average $1,300
Tax Resolution and Payment Plans
Base Price $1,500, Average $3,000
Complete our new client questionnaire to find out how we can help.