Services
Tax Preparation
- Preparation of Business and Individual tax returns
- IRS Audit Representation
For Individuals
- Tax Planning
- Estate Planning
- Personal Finance Planning
- IRS/FTB Audit Representation
Business Consulting
- Tax Planning
- Financial Consulting
Regulations
With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit.
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Consulting
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Great Team
With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi optio cumque nihil impedit.
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Planning
Tax planning is key to successfully reducing your individual tax liability. We go beyond tax compliance by proactively recommending tax saving strategies to maximize your after-tax income.
We offer business tax planning at the corporate and partnership level to ensure all available credits and deductions are taken.
We encourage tax planning throughout the year and can work with you to prepare a comprehensive financial plan that accomplishes your goals while maximizing tax savings.
We make it a priority to keep apprised of the current tax laws at the state and federal level by attending annual tax seminars and ongoing continued education.
Be Addicted
To Bettering Yourself
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Rates
& Fees
The firm's billing rate is $300 per hour. Compliance work such as tax returns and financial statements are arranged via a fixed fee based on the complexity of the assignment. Research and consulting work is arranged using estimated hours for completion. All fees are discussed up front to avoid any billing surprises.
The firm does employ minimum charges for tax return preparation in order to cover basic overhead and administrative time spent regardless of the complexity of the return.
The minimum charge for an individual return is four hours of professional time or a $1,200 fee. For a corporate, partnership, LLC or similar entity return, the minimum fee is six hours of professional time or a $1,800 fee.
Please keep in mind that these minimums are for simple returns where all books and records are properly organized prior to their submission. We recommend that if you are concerned about the number of hours it will take to complete your return and did not receive a quote at your initial client meeting, you should request a detailed assessment of the hours and related fees for your particular situation prior to having us begin work.
Each tax return is individually prepared by a CPA and undergoes a separate review to ensure that tax is minimized and audit exposure is reduced.
Our staff will show you how to adjust your payroll withholding to get more money back each week.
Through annual year end planning, we will show you potential deductions to limit your tax liability for next year and allow you to plan your cash flow accordingly.
The firm's billing rate is $300 per hour. Compliance work such as tax returns and financial statements are arranged via a fixed fee based on the complexity of the assignment. Research and consulting work is arranged using estimated hours for completion. All fees are discussed up front to avoid any billing surprises.
The firm does employ minimum charges for tax return preparation in order to cover basic overhead and administrative time spent regardless of the complexity of the return.
The minimum charge for an individual return is four hours of professional time or a $1,200 fee. For a corporate, partnership, LLC or similar entity return, the minimum fee is six hours of professional time or a $1,800 fee.
Please keep in mind that these minimums are for simple returns where all books and records are properly organized prior to their submission. We recommend that if you are concerned about the number of hours it will take to complete your return and did not receive a quote at your initial client meeting, you should request a detailed assessment of the hours and related fees for your particular situation prior to having us begin work.
With more than 25 years of experience, we pride ourselves on providing trustworthy and experienced tax and financial planning services to businesses and individuals in California and beyond. We value the success of our clients and are dedicated to providing high quality financial services.
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