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Quickbooks Online

Starting $250 a month

fixed fee

  • Accounts Payable, Receivables & Collections
  • Bank and Credit Card reconciliations
  • Preparation and filing of local tax returns
  • Year End W2's, 1099's, Sales Tax Filing

Individual Tax

Forms 1040

Starting $500 per return

fixed fee

  • Preparation of individual federal and state tax returns
  • Year end tax planning
  • Quarterly estimated tax payment vouchers
  • Amended tax returns

Business Tax

Forms 1065, 1020 & 1020-S

Starting $700 per return

fixed fee

  • Preparation of business federal and state tax returns
  • Quarterly estimated tax payment vouchers
  • Business tax structure, formation, and licensing
  • Business Tax Planning

Projects & Consulting

Zoom Meetings

$150 an hour

charged by hour

  • Strategic Tax Planning & Consulting
  • QuickBooks Online training
  • Business CFO services
  • IRS correspondence and audits

Are these plans not your cup of tea? Please contact us for a customized plan.


Frequently Asked Questions

Have a different question? Get in touch with us.

We avoid billing by the hour whenever it’s possible. It creates ambiguity and makes you worry about your upcoming CPA bill. The only time we are billing by the hour is when we cannot reasonably estimate our time spend on a specific non-recurring project.

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.

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.

Yes we can! However, please keep in mind that individual tax preparation is not included in our business plans offered above.