Individual

Our Approach

Our firm has adopted a tax prep methodology with heavy emphasis on customer service and personal tax planning. With almost 15+ years of experience, we have learned that tax planning and keeping in touch throughout the year is important for us to properly help our clients with complex tax situations. It also leads to the best results and a more positive tax experience. Our services and prices include consultations that lead to necessary actionable items through-out the year.

Tax Preparation

Pricing

Federal + CA returns
Quarterly estimations
Includes consultation and tax planning
Responsive and engaged communication

Starting at $1,150

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Tax Resolution Services

Pricing

Installment plans
Offer in compromise
Late filing

$250 per hour

Credentials

Many people ask us if we are CPAs to which we answer, "We are an enrolled agent firm."

"What exactly is an enrolled agent?" you ask.

We'll let the IRS answer this one:

An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Source: https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information