With 17 years of tax preparation experience in California serving individuals, families and of course, the self employed - oh yes, we are Schedule C gurus!

 

What sets us apart from other firms is that in addition to preparing and filing our clients’ personal tax returns, we specialize in helping small unincorporated business owners (freelancers, independent contractors, sole proprietors) grow their business without the stress and headaches of doing their own books and taxes.

 

Our expertise helps people:

- save time and money

- get a clearer picture of their finances

- stay organized and compliant for tax time, and

- file their taxes.

 

Perhaps you’re tech-savvy and run your business from your phone 24/7, but time is money and you hate taking time out to manage your finances. Keeping track of who owes you what; adding another shoebox to the shelf for your receipts; filing 1099’s for your contractors; keeping log sheets to write down those business miles; knowing which deductions you “can” and “can’t” take; getting organized for tax time - all of this can be daunting, taking precious time away from growing your business or relaxing with your family.

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We get it and we're here to help!

 

We'll track your business income and expenses, saving you significant time and headaches.

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We'll produce monthly reports that show you how your business is performing.

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We'll stay on top of your end-of-year responsibilities like 1099 submissions, to ensure everything is filed and paid on time.

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We'll prepare and file your taxes for you, with your business transactions neatly categorized to the right places, while maximizing your deductions to ensure you aren’t paying any more than you should be.

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And, we'll keep your books organized, so in the event of an audit, the documentation you need to substantiate your deductions will be there.

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