Starting at $250 per month
- Payroll and sales tax filings
- Bank reconciliations and preparation of financials
Starting at $450 per return
- Individual federal and state tax returns
- Quarterly estimated tax payments
Year end consultations
Starting at $350 per project
- Timing of income and expenses, gain-loss harvesting
- Selection of investments and retirement plans
Forms 1065, 1020 & 1020-S
Starting $750 per return
- Business federal and state tax returns
- Business tax structure, formation, and licensing
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.
How do I pay you?
We accept all major credit cards and also PayPal. Payments are due prior to e-filing.