Services
Everything tax, in one place
From a simple return to a complicated IRS problem, you work directly with a CPA who takes the time to explain your options.
Individual tax preparation
Accurate federal and state returns, with time to explain what's on them before you sign.
How we can help
- Federal and state income tax returns, including California
- Self-employment, side-business, and gig income
- Rental property income and expenses
- Amended returns and prior-year returns you haven't filed
- Quarterly estimated tax payments, so April holds no surprises
Business tax returns
Returns for small businesses, plus planning throughout the year, not just at filing time.
How we can help
- Partnership, S corporation, and C corporation returns
- Sole proprietor and single-member LLC returns
- 1099 reporting for your contractors
- Choosing the right entity type as your business grows
- Year-end planning to manage what you owe
Bookkeeping
Clean, current books make tax time easier and give you a clear picture of how your business is doing all year.
How we can help
- Comprehensive monthly bookkeeping in QuickBooks Online, with three service levels
- Bank and credit card reconciliations
- Monthly financial statements: profit & loss and balance sheet
- Year-end and catch-up clean-up for new businesses or books that have fallen behind
- One-on-one bookkeeping coaching if you'd rather keep your own books
IRS & tax resolution
A letter from the IRS or the California Franchise Tax Board is stressful. As a CPA, Chad can represent you and deal with the agency directly.
How we can help
- Reviewing and responding to IRS and FTB notices
- Filing unfiled returns to bring you current
- Installment agreements and payment plans
- Requests for penalty relief
- Representation during audits and collection
Financial & retirement planning
As a CFP® professional who also prepares your taxes, Chad sees how each retirement decision affects what you owe, now and later.
How we can help
- Roth conversion analysis
- Planning the order and timing of retirement withdrawals
- Required minimum distributions (RMDs)
- Social Security claiming strategy and its tax effect
- Making the most of tax-advantaged accounts like IRAs, 401(k)s, and HSAs