Small Business
Small BusinessTax Preparation
Federal and state tax preparation for small businesses, including sole proprietors, LLCs, partnerships, and S-Corporations. We ensure accurate reporting, proper deductions, and full compliance with tax regulations.
Bookkeeping Services
Monthly bookkeeping to keep your financial records organized, accurate, and tax-ready. We maintain clear records of income, expenses, and financial activity so you always know where your business stands.
Payroll Services
Comprehensive payroll processing including employee paychecks, payroll tax filings, and compliance with federal and state requirements. We ensure timely and accurate payroll management for your business.
Sales Tax Filing
Sales tax registration, reporting, and filing for businesses operating in California and other states. We ensure accurate calculations and timely submissions to keep your business compliant.
Business Tax Planning
Strategic tax planning to minimize liabilities through proper entity structure, deductions, and expense optimization. We help you make informed decisions to maximize tax savings.
POS Integration Services:We offer integration of your Point of Sale (POS) system with your accounting and financial processes. This ensures that sales data, revenue, inventory, and taxes are accurately captured and reflected in your records, improving efficiency, reducing errors, and saving time.
IRS & State Tax Resolution
Professional support for businesses dealing with IRS or state tax notices, audits, payment plans, and tax debt resolution. We work to resolve issues efficiently and protect your business.
Business Entity Setup (LLC & S-Corp Election)
Guidance on forming an LLC and making S-Corporation elections to optimize tax benefits. We help you choose and establish the right structure for long-term success.
Year-End Financial Review
Comprehensive review of financial statements to prepare for tax filing and evaluate business performance. We ensure your records are accurate and ready for year-end reporting.
Bank Reconciliation
Accurate reconciliation of your financial records with bank statements to identify discrepancies and maintain reliable financial data.
1099-NEC Support:Complete assistance with preparing, issuing, and filing 1099-NEC forms for contractors and freelancers.
Individual
Individual TaxPreparation (Form 1040)
Accurate preparation of federal and state individual tax returns while maximizing deductions, credits, and ensuring full IRS compliance.
Self-Employment & Freelance Taxes (Schedule C, SE)
Tax filing support for freelancers, gig workers, and independent contractors, including income reporting, expense deductions, and self-employment tax calculations.
1099 Income Reporting
Proper reporting of 1099-NEC, 1099-MISC, and 1099-K income to prevent IRS mismatches and notices.
Quarterly Estimated Taxes (Form 1040-ES)
Planning and calculation of quarterly estimated tax payments to help self-employed individuals avoid underpayment penalties.
Investment & Capital Gains Reporting
Tax reporting for stocks, cryptocurrency, and other investments, including capital gains and losses.
Rental Property & Passive Income (Schedule E)
Preparation of rental income tax returns including depreciation, expenses, and passive activity rules.
Multi-State Tax Filings
Preparation of tax returns for individuals earning income across multiple states.
Retirement Account Tax Filing (IRA, 401(k), etc.)
Support for reporting contributions, distributions, and taxes related to retirement accounts to ensure tax advantages are maximized.
Tax Audit Protection & Resolution
Assistance with handling IRS audits and ensuring compliance with federal and state tax requirements, including setting up payment plans if necessary.
Child Tax Credit & Education Credits
Ensuring that families receive all eligible child and education tax credits, including the Child Tax Credit (CTC), American Opportunity Credit (AOC), and Lifetime Learning Credit (LLC).
Tax Planning for Life Events
Specialized tax advice for significant life events such as marriage, divorce, inheritance, or home purchases to ensure efficient tax outcomes.
IRS Form Filing for Non-Resident Aliens (Form 1040NR)
Tax filing for non-resident aliens with income earned in the U.S. or other tax-related matters.