Prices


Prices vary due to complexity. You are quoted a flat fee, not hourly, so you know what to expect. 
Yes you can take your fees from your refund - the bank charges a lot.
Individual, small business, rentals, S Corps, C Corps, Non profits, Sales Tax, Trucker Highway Taxes, CA Home sale taxes, Gift taxes, Just name it.

Wedding Package 

How will your tax position change upon getting married?

  • We don't want our refunds taken by the government for unpaid child support or tax debt. $1195

  • Your first tax return as a married couple.

  • Evaluation of past year returns so you know in advance what your first return looks like

  • Check for outstanding tax debt

  • Check for outstanding debt

  • Notebook with home organizing pages

  • Name changes with Social Security and IRS

Fundraising

Can your organization need extra cash?

 

For every tax return referred by your organization it receives a referral fee. Fee varies by cost of the return. Kick off the season with a free debt education class.
 

Debt and Budgeting

Do you feel you are drowning in debt?

 

Let me help you fix it. Meet weekly for a hands on experience. We review your debt, evaluate your expenses, and learn to stack your debt. Class lasts until you are comfortable taking it on solo. $99/month

Representation

Did you receive a letter from the IRS, State, or Board of Equalization?

 

Did you ignore the first couple letters and now receive a certified letter? Not all letters are accurate. 

Additional Services

We work with our remote clients utilizing a secure hosted environment,  QuickBooks Online, or Xero. 

Bookkeeping services  

• Small business accounting 
• Outsourced bookkeeping 
• Bank reconciliation 
• Accounts receivable 
• Accounts payable 
• Bookkeeping cleanup 
• Income statement, balance sheet, general ledger 
• Custom reports 

Our Payroll Services Include:

  • Direct deposit

  • Electronic tax filing

  • Printing and filing W-2 and 1099 forms

  • Filing quarterly and annual reports

  • Online timekeeping

  • Custom reports

  • We’ll make sure your payroll is handled efficiently and recorded properly

Legal Bookkeeping

IOLTA accounts

Conservatorship accountings

Bookkeeping Ser