What we do
From a single 1040 to a fourteen-door portfolio across two states, every engagement starts with a plan and ends with a return we'd put our own name on — because we do.
How we work
Most firms are organized around the filing deadline. We're organized around your decisions — the purchase, the entity election, the exit — and we file whatever those decisions produce.
A CPA or EA who knows your file, answers your email within one business day and sits in every planning call.
Every return is prepared by one professional and independently reviewed by a second before anything is e-filed.
Fixed fees quoted in writing at the proposal stage and published on our pricing page. No hourly meter, no surprise invoices.
Individual Tax Preparation
Your Form 1040 is where a year's worth of decisions lands. We prepare it precisely, review it twice, and use it as the starting point for a better next year.
W-2 professionals, retirees, households with investments or a rental, and anyone new to California's rules.
A filed federal and state return, a PDF copy in your portal, and a one-page "next year" memo ranked by dollars.
from $249per return · Essentials package
Business & Corporate Tax
S-corps, partnerships, single-member LLCs and C-corps — prepared from reconciled books, with the owner's personal return coordinated so nothing falls between the two.
Owner-operated businesses from $150k to $10M in revenue — trades, clinics, agencies, restaurants, online stores.
Entity and personal returns filed together, K-1s to every owner, and a written entity check-up: is this still the right structure?
from $149/moGrowth package · standalone returns from $895
Real Estate Investor Tax
Property has a tax decision hiding in every phase of ownership. Our Acquire / Operate / Exit framework surfaces each one early enough to change the outcome, led by Priya Natarajan, CPA, our Real Estate Tax Lead.
Investors with two doors or forty — long-term rentals, short-term rentals, small multifamily, syndication LPs and flippers.
Entity-level books and returns, a live basis and passive-loss tracker, and an after-tax model for every purchase, refinance or sale.
from $399/moPortfolio package · up to 3 entities
The framework
01 Acquire
The decisions made in escrow are the ones that pay for the longest. We model them before you sign, not after you close.
02 Operate
Clean entity-level books mean your depreciation is right, your losses are usable and your distributions don't create a surprise.
03 Exit
Sell, exchange, refinance or hold: we run the after-tax number for each path well before the listing goes live.
Bookkeeping & Payroll
Reconciled books on the fifth business day of every month, payroll that runs itself, and a P&L your lender will actually accept — managed by Daniel Brooks and our bookkeeping team.
Owners who are done doing the books at 11 p.m., and investors who need entity-level accounting for every property.
A monthly financial pack in your portal by the 5th, a payroll calendar that never misses, and returns prepared from books we trust.
from $149/moincluded in Growth · catch-up from $250/mo
Year-Round Tax Planning
Retirement contributions, entity elections, loss harvesting and timing decisions all have deadlines that arrive long before April. We meet quarterly so none of them slip past.
Anyone with a tax bill big enough to plan around — owners, investors, high-earning employees with equity, and families in transition.
A written plan with projected savings per move, calendar reminders for each deadline, and a year-end projection before December.
from $495one-time session · included in Growth & Portfolio
IRS Representation & Resolution
A letter from the IRS or the Franchise Tax Board is a process, not a verdict. Marcus Chen, EA, our Director of Tax Resolution, takes over the conversation and explains every step in plain English.
Anyone holding a notice they don't understand, facing an audit, or carrying unfiled years they'd like to put behind them.
A written assessment of the notice within two business days, a defined resolution path, and an EA handling every call and letter.
from $350notice response · audit & resolution quoted flat
What working with us looks like
The same four-step rhythm whether you're a single return or a multi-entity portfolio. You'll always know what's happening, who's doing it and what it costs.
Thirty minutes on where you are and where you're headed. We'll say plainly whether we're the right fit — and if not, who is.
A written scope and price, plus a one-page plan of the moves that matter this year, ranked by dollars saved.
Documents go into your encrypted portal, we connect your books and payroll, and you meet the advisor who owns your file.
Two-reviewer check, e-file, acknowledgement in your portal. Then quarterly check-ins so next year's return is better than this one's.
Industries we know well
Every industry has its own deductions, elections and traps. These are the ones we work with every week.
Don't see yours? Tell us what you do — if we're not the right fit, we'll say so and point you to someone who is.
Free 30-minute discovery call
Bring last year's return and whatever's on your mind. You'll leave with two or three specific, dollar-ranked ideas — whether or not you hire us.