Bookkeeping
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.
InquireFrequently Asked Questions
Have a different question? Get in touch with us.
Do you charge by the hour?
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.
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.
Can you prepare my 1040?
Yes we can! However, please keep in mind that individual tax preparation is not included in our business plans offered above.