Your trusted tax preparer
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, military, and employees with stock options, restricted stock grants, and stock awards.
I am a new client - let's get started
16776 Bernardo Center Drive, Suite 203
San Diego, CA 92128
858-324-5542
[email protected]
✓ S-Corporation tax returns
✓ Partnership tax returns
✓ Individual tax returns
✓ Gift tax returns
✓ Tax Strategy and Planning
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. We utilize a secure online client portal for all document exchange and secure communication.
Review and Filing
We review the tax return and resolve any outstanding items with you. You receive a video review of your return and can proceed to file or schedule a final tax return review meeting. Provide payment, and signatures and it's E-filed.
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 video review is provided of your tax return.
✓ If needed, you can schedule a virtual or in-person tax appointment to finalize any outstanding items.
✓ 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. If you owe, you will make a tax payment with the extension.
Tax Planning
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.
Beyond Taxes
✓ Add on back-office time-saving best practices to streamline your record keeping, payroll, bill payments and accounting.
✓ Get personalized tax advice regarding stock options, considering selling your home, or making that investment.
✓ Setup or optimize your LLC or S Corporations based on your specific needs.
✓ Offload your bookkeeping to our team of bookkeepers and let your numbers go to work for you.
✓ Calculate estimated tax payments based on updated numbers.
I want a trusted tax advisorPricing
We are committed to providing fair pricing and exceptional customer service.
As no taxpayer situation or tax year is the same, pricing for taxes is personalized based on your needs. 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.
How do we price returns?
We start with our base price and add-on to the price based on the tax return's time demands and complexity. Examples of items that add on to the price are rental properties, stock options and restricted stock grants, home businesses, real estate transactions, multiple K-1s, business ownership changes, complex brokerage statements, extensive depreciation schedules, asset sales, foreign bank filings, and multi-state filings.
Individual Tax Returns
Base Price $500, Average $850
Partnership and S Corporation Tax Returns
Base Price $1,250
Comprehensive Tax Plan
$1,500
Complete our new client questionnaire to find out how we can help.
