Starting at $250 per month
- A/R & A/P, Year End W2's, 1099's, Sales Tax Filing
- Bank and Credit Card reconciliations
Starting at $500 per return
- Preparation of individual federal and state tax returns
- Quarterly estimated tax payment vouchers
Year end consultations
Starting at $250
- High networth individulas
- Business owners
Forms 1065, 1020 & 1020-S
Starting $750 per return
- Preparation of business federal and state tax returns
- Business tax structure, formation, and licensing
Projects and Consulting
$150 an hour
- IRS correspondence and audits
- Business CFO services
Are these plans not your cup of tea? Please contact us for a customized plan.Inquire
Frequently 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.