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Tax prep & planning
Tax Consulting
Personal and small-business tax preparation, planning, and IRS resolution — all done with personal attention.
Whether you're a W-2 employee, a 1099 contractor, or running a small business, we'll walk you through every deduction, credit, and filing requirement to maximize your return — and keep you compliant. Plus, year-round tax planning so April never sneaks up on you again.
What's included
- Federal & California state returns
- Schedule C / Schedule E / 1099-NEC
- Quarterly estimated tax planning
- Prior-year amendments
- IRS letter response & resolution
- Bilingual (English & Spanish)
