Bookkeeping
Quickbooks Online
Starting at $250 per month
fixed fee
- Payroll and sales tax filings
- Bank reconciliations and preparation of financials
Individual Tax
Forms 1040
Starting at $450 per return
fixed fee
- Individual federal and state tax returns
- Quarterly estimated tax payments
Tax Planning
Year end consultations
Starting at $350 per project
fixed fee
- Timing of income and expenses, gain-loss harvesting
- Selection of investments and retirement plans
Business Tax
Forms 1065, 1020 & 1020-S
Starting $750 per return
fixed fee
- Business federal and state tax returns
- Business tax structure, formation, and licensing
Are these plans not your cup of tea? Please contact us for a customized plan.
InquireFrequently Asked Questions
Have a different question? Get in touch with us.
Can I meet you in person? Afterall, you have my personal information!
We will be more than happy to meet you in person if you are in San Diego area. If not, we try to set up Zoom meetings for all of our new customers. Also, California CPAs can be verified on the CBA website. You are welcome to look us up! We are in compliance.
How do you deliver sensitive information to clients?
We are paperless and virtual. We utilize a secure client portal to exchange and deliver private information. Client documents are encrypted and stored on a secure server with two-factor authentication.
How do I pay you?
We accept all major credit cards and also PayPal. Payments are due prior to e-filing.