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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

Consulting

Zoom Meetings

$120 an hour

hourly

  • IRS correspondence and audits
  • One hour consultations

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

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Frequently Asked Questions

Have a different question? Get in touch with us.

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.

We accept all major credit cards and also PayPal. Payments are due prior to e-filing.