- W-2s, dependants, childcare expenses
- Business, Rental Income or Investment income (Schedule C, E, B or D)
- Homeowners (Schedule A)
- Tax Planning
1065, 1120 & 1120-S
- Partnerships, Corporations and S-Corps tax returns
- Business Property Returns
- Bookkeeping Services
- Estimated Tax Payments
Cultivators, Distributors and Dispensaries
- Cannabis Bookkeeping
- Sales & Use, Excise, Cultivation, City Cannabis tax returns
- Configuration of tax settings in Point of Sale systems
- Tax Preparation
Are these plans not your cup of tea? Please contact us for a customized plan.Inquire
Frequently Asked Questions
Have a different question about how we work or the pricing plans available? Get in touch with us.
Do you charge by an hour?
We avoid billing by the hour whenever 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.
What else is included?
We value “all included” approach. For individuals, we offer free consultations during the year and tax planning at year end. For business clients we prepare quarterly estimated tax vouchers and look over their financials if requested. For our Cannabis clients, we prepare and file their monthly and quarterly local tax returns.