Individuals & families

Federal and California returns, e-filed.

• The commuter with stock compensation — vested RSU income is already in the W-2; we fix the brokerage’s missing basis so it isn’t counted again
• The family with a rental — repairs are deducted now, improvements are depreciated over years, and we make that call line by line
• The remote worker or recent mover — we check whether you owe a return in another state you don’t know about
• The Covered California household — the subsidy on your Form 1095-A has to be squared against your actual income on the return; it isn’t optional
• Anyone with foreign accounts — if the combined balance topped $10,000 at any point in the year, a separate FBAR filing (a Report of Foreign Bank and Financial Accounts) is required

Flat fee from $350

Businesses & self-employed

Business and personal returns, handled together.

• The contractor with 1099s and a truck — one Schedule C (the form that reports business profit), a deduction review for the trade, and quarterly estimates from your real numbers
• The S-corp owner taking distributions but no wages — we raise the reasonable-compensation question (whether an owner who works in the business should be paid wages before distributions) before filing
• The owner two years behind — each year prices as its own return, filed oldest first, with IRS transcripts pulled before anything else
• The sole proprietor asking whether an S-corp would save tax — we run the numbers both ways before you incorporate

Flat fee from $650

Individual return

from $350

• Federal and California returns e-filed together, one price
• A W-2 household with a brokerage account — stock sales checked for basis, interest and dividends from the 1099s
• Itemized when it beats the standard deduction — mortgage interest, charity, medical
• Last year’s return compared line by line

Self-employed

from $650

• Your W-2s, stock sales, and mortgage interest handled as in the individual return
• One business or one rental — a contractor’s Schedule C or a single rental’s Schedule E — with its income and expenses sorted
• Repairs vs. improvements and the depreciation schedule on a rental
• Quarterly estimated-tax calculations from your real numbers
• Deduction review for your trade

Business

from $850

• S-corp, partnership, or C-corp entity return
• The owner’s personal return included
• A basic books review before we file
• The wage question raised before filing if you took distributions
• Year-round question access

One person, one number

A question in July or a letter in September goes to the same team that prepared the return.

Admitted to practice before the IRS

Our team of IRS representation specialists is admitted to practice before the IRS. If a letter shows up, forward it and we handle it — here is how we handle IRS letters and audits.

Open all twelve months

We’re here in June when escrow asks for two years of returns and in October when the extension is due.

The landscaper’s S-corp

A Santa Clarita area landscaping business ran as an S-corp, with the owner’s wife keeping the books. At tax time they brought questions — which expenses were deductible, how to structure things — and we cleaned up the year and answered them. The business was their only income: a K-1 (the form an S-corp sends its owner showing their share of the profit) and a W-2 at year end. It landed in the business tier: the entity return and the personal return, both filed on time.

The esthetician whose books we keep

A small esthetics business in the Santa Clarita area came to us for monthly bookkeeping, so the year-end return was a clean, smooth process — the numbers were already in order when tax season arrived. Because we keep the books all year, clients in this position pay less for the return than they would otherwise. It landed in the self-employed tier, bundled with the bookkeeping.

Three years unfiled, three businesses

A client came in three years behind with several businesses, all Schedule C (the form that reports business profit on a personal return) — real-estate wholesaling and e-commerce among them. Multiple bank accounts and credit cards were commingled, with business and personal spending mixed together. We separated the businesses and cleaned the books first, then filed all three years — and every deduction we could support was taken. The client was relieved.

Six years of rentals, some in someone else’s name

A client came in six years behind with multiple rental properties, some in Florida. Some properties were titled under another person’s Social Security number, so the rental income had been reported to the wrong person — we used nominee reporting, which passes income reported under one person’s Social Security number through to the return of the person who actually owns it. We prepared the nominee statements and filed all six years with the rentals.

The crypto scam and the amended return

A client lost a large sum to a cryptocurrency investment scam — the kind where you’re told to pay more to withdraw your gains. They asked whether the loss could be claimed. We amended the prior-year return — filed a corrected version of it — and the refund from the amended year covered the balance that had come due on the following year’s return.