What We Offer

Tax Services & Advisory

Comprehensive tax and advisory services for individuals, families, and businesses across San Diego and Southern California.

Individual & Business Tax Planning & Advisory

Forward-thinking tax strategies designed to align with your financial, business, and wealth-planning objectives.

Detailed evaluation of opportunities and tax consequences to minimize surprises before important decisions are made.

Strategic guidance on entity selection, business growth, succession planning, transactions, and other critical tax and financial decisions.

Year-round proactive planning — not just at filing deadlines.

Coordination with financial advisors, attorneys, and other professionals as needed.

Who this is for: Individuals and business owners seeking more than compliance — those who want a strategic partner in their financial decision-making.

Individual Tax Preparation & Compliance

Comprehensive federal and California individual income tax preparation for W-2 earners, self-employed individuals, investors, and high-net-worth clients.

Federal and California state income tax returns (Form 1040)

Investment income, rental properties, and Schedule C self-employment income

Stock option and RSU reporting — including AMT analysis

Multi-state returns for clients with income in multiple jurisdictions

Amended returns (Form 1040-X)

Estimated tax payment planning

Who this is for: Individuals and families with straightforward W-2 income, complex investment portfolios, self-employment income, real estate, or other taxable events.

Business Tax Preparation & Compliance

Accurate, timely tax preparation and compliance for LLCs, partnerships, S corporations, and sole proprietors — with a strategic eye on minimizing your tax burden.

S-Corporation returns (Form 1120-S) with Schedule K-1 preparation

Partnership returns (Form 1065) with Schedule K-1 preparation

Single-member and multi-member LLC returns (California Form 568)

C-Corporation returns (Form 1120)

Payroll tax compliance and quarterly filings

California business entity taxes and fees

Who this is for: LLCs, partnerships, S-Corps, and other closely held business entities in San Diego and throughout California.

IRS & Tax Authority Representation

Professional representation before the IRS and state taxing authorities so you don't have to face these agencies alone.

Responding to IRS notices and correspondence

Audit representation — field audits, correspondence audits, and office audits

Appeals and dispute resolution

Penalty abatement requests

Tax lien and levy assistance

California FTB and EDD representation

Who this is for: Individuals or businesses who have received IRS or state notices, are under audit, or need professional representation in a tax dispute.

Bookkeeping Advisory

Clean, well-organized books are the foundation for accurate tax returns, better business decisions, and peace of mind.

QuickBooks and Xero setup, cleanup, and optimization

Chart of accounts review and restructuring

Monthly or quarterly bookkeeping review

Year-end financial statement preparation for tax purposes

Reconciliation and catch-up bookkeeping

Advisory on best practices for record retention and documentation

Who this is for: Small business owners who want clean books, better financial visibility, and a seamless handoff to tax preparation at year-end.

Not Sure Which Service You Need?

Start with a conversation. We'll help you identify exactly what would be most valuable for your situation and put together a proposal that fits.

Schedule a Consultation