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Bookkeeping

Quickbooks Online

Starting at $250 per month

fixed fee

  • A/R & A/P, Year End W2's, 1099's, Sales Tax Filing
  • Bank and Credit Card reconciliations

Individual Tax

Forms 1040

Starting at $500 per return

fixed fee

  • Preparation of individual federal and state tax returns
  • Quarterly estimated tax payment vouchers

Tax Planning

Year end consultations

Starting at $250

fixed fee

  • High networth individulas
  • Business owners

Business Tax

Forms 1065, 1020 & 1020-S

Starting $750 per return

fixed fee

  • Preparation of business federal and state tax returns
  • Business tax structure, formation, and licensing

Projects and Consulting

Zoom Meetings

$150 an hour

hourly

  • IRS correspondence and audits
  • Business CFO services

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.