Increase Revenues Decrease Expenses Maximize Efficiency

Virtual business services designed to help guide you and your business as you grow.  We are dedicated to your tax, accounting, and bookkeeping needs.  Over 20 years experience in tax preparation and representation for individuals and businesses facing tax controversy.  Our #1 priority is making you a happy, life-long client.

949-642-0333

Tax Returns

Professional business & personal income tax returns prepared by an Enrolled Agent.

Bookkeeping

We help you understand your financials by maintaining your bookkeeping throughout the year.

Audit Representation

Your strategic resource for resolving complex financial matters via audits issued by the State or IRS.

CONVENIENT MONTHLY PACKAGES

Corporations, Partnerships, Sole Proprietorships

& Real Estate Investors

ALL PACKAGES INCLUDE

 updated 1/1/2025

 

  • Access to secure client portal
  • Automated statement retrieval
  • Monthly bookkeeping service
  • Monthly reconciliation service
  • Designated account manager
  • Monthly financial review
  • Quarterly financial reports
  • Yearly financial reports
  • One monthly phone call with account manager

 

MONTHLY SERVICE UPGRADES

YEARLY SERVICE UPGRADES

ONE TIME ADD-ON SERVICES

  • one personal tax return
  • additional state returns
  • sales tax returns
  • accounts payable
  • monthly or weekly bookkeeping
  • monthly or weekly phone communications
  • *FOR INDIVIDUAL (TAP PREPARED 2/1 – 10/31) TAX RETURNS ONLY:
  • audit defense – *basic
  • Corp audit defense – premium
  • audit defense for federal & state returns
  • *identity theft protection included
  • corporation set up
  • non-profit set up
  • tax planning
  • tax projections