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Comprehensive Consult
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Deep Dive of your business, assets, estate and taxes.
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Review of prior year tax return.
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Consultation with advisor up to 2 hour, including tax planning and how to apply the strategy.
Individual Tax Prep
We offer services for tax preparation, support, audit protect, notice assistance, extension payment estimates, video review links of your return, zoom reviews, look ahead strategizing and even a year-end tax consult (during 4th quarter)
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Business Tax Prep
We offer services for tax preparation, support, audit protect, notice assistance, extension payment estimates, video review links of your return, zoom reviews, look ahead strategizing and even a year-end tax consult (during 4th quarter)
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Snowball Debt Planning
We will review all debt you have. Make a plan to budget and start the snowball debt. Review ways to help get your credit score up. Start a savings plan.
QuickBooks Online Deep Dive
We will do a diagnosis of your current QuickBooks Online account. Our specialist will go through all areas of your account and give you a thorough report.
Bookkeeping
Our bookkeeper will take care of the books for you. We will review, code and look for things out of the ordinary. Sending you monthly reports reviewing the patterns we see.
Payroll
Setup owner ownly payroll or payroll with multiple employees. From payroll to workers comp reporting and audits.
S-Corp Election
Ready to change your LLC to an S-Corp? We can get that completed and even get you started with payroll for owners.
$200
Paying Children and Family Members
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Strategy Session on paying children and family members.
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Payroll options
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You can do it yourself or have our team take it over for you
Health Reimbursement Arrangement (HRA)
The Health Reimbursement Arrangement also known as the HRA can be a valuable deduction for owners only and even a benefit your employees will love!
Health Reimbursement Arrangement (HRA)
$125/yr
California Registered Agent
Working from home? We can be the registered agent for you California business. Our office address will show on the state's public information.
Company Maintenance
Corporations and LLC's must maintain their entities by having their company maintenance done. We complete these for you get them to you for signature.
Company Maintenance
$200/yr or
$18.99/m
Mail Forwarding
Perfect for the on the go business owner or if you work from your home. Use our address on all documents. We recieve your mail, scan it and uplaod it to your portal. You get alerts as soon as it's uploaded.
ERC Employee Retention Credit
The employee retention credit is a is a refundable tax credit for businesses that continued to pay employees while shut down due to the COVID-19 pandemic or had significant declines in gross receipts from March 13, 2020 to Dec. 31, 2021
ERC Employee Retention Credit
Coming Soon
QuickBooks Training