Individual and business tax returns, done properly.
Federal and all-state returns for individuals, sole proprietors, LLCs, S-Corps, C-Corps, partnerships and nonprofits — with planning before year-end, not just filing after it.
Individuals with more than a W-2, business owners, non-resident owners of US companies, and anyone who has fallen behind.
What's included
- Form 1040 with all schedules, including Schedule C, E, K-1s, stock options, crypto and rental property
- Business returns: 1120-S, 1120, 1065, 990
- Foreign-owned LLC package: 1120 + Form 5472
- Non-resident returns: 1040-NR, treaty positions, FBAR/FinCEN 114 and Form 8938
- Multi-state and California-specific returns (540, 100, 100S, 568)
- Prior-year and late returns, penalty-abatement requests
- Year-end planning meeting for business clients
- Estimated-tax schedule and reminders
Also in Tax Services
How it works
You upload documents to the client portal; we send a checklist tailored to your situation.
One person prepares, a second reviews. We flag anything that changes your outcome.
A short call or video review of the return and what to do differently next year.
We e-file, you sign electronically, and the return lives in your portal.
Questions we hear most
What does a return cost?
We quote a fixed fee after a free look at last year's return and your documents. You always have the price in writing before we start, and it does not change unless the scope does.
Can you fix a return someone else filed?
Yes. We review the prior return at no charge, and if an amendment (1040-X) is worthwhile we tell you what it recovers and what it costs.
I have not filed in years.
This is common and fixable. We pull your IRS transcripts with a power of attorney, file the missing years, and, where needed, set up a payment plan or penalty abatement. See IRS Audits & Tax Resolution.
Talk to us this week.
A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.