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Service · Tax Preparation

Tax returns done right.
No stress. No surprises.

We prepare federal and California state tax returns for individuals, freelancers, LLCs, S-Corps, and partnerships. Accurate, on time, and built around your situation, not a template.

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What we handle

Who we prepare taxes for

Whether you're a W-2 employee with some complexity or a multi-entity business owner, we've got you.

Individuals & Families

  • W-2 employees with investments or rental income
  • Freelancers and 1099 contractors
  • Real estate investors and landlords
  • Crypto and digital asset holders
  • High-income earners with complex situations
  • Multi-state filers

Businesses & Entities

  • Sole proprietors (Schedule C)
  • Single and multi-member LLCs
  • S-Corporations (Form 1120-S)
  • C-Corporations (Form 1120)
  • Partnerships (Form 1065)
  • Non-profits and trusts

How it works

Simple. Fast. Done right.

Our process is built for people who are busy and don't want to chase their CPA.

01

Share your documents

Upload everything to Google Drive, W-2s, 1099s, K-1s, prior returns. We'll tell you exactly what we need.

02

We prepare and review

Your CPA prepares the return, checks for every deduction you qualify for, and flags anything worth discussing.

03

You review and e-sign

We walk you through the return, answer your questions, and file once you're satisfied. Done.

Common questions

Tax prep FAQ

What documents do I need to file my taxes? +
It depends on your situation, but generally: W-2s or 1099s, prior year return, investment statements, mortgage interest statements, and any business income/expense records. We send you a custom checklist when you come on board.
What's the difference between a CPA and a tax preparer? +
A CPA is a licensed professional who has passed rigorous exams and meets ongoing education requirements. A tax preparer may have little to no formal training. With a CPA, you get someone who understands the full tax code, not just how to enter numbers into software.
Can you file taxes for multiple states? +
Yes. We handle multi-state filings for individuals who live or work in multiple states, and businesses with nexus in multiple states.
What if I'm behind on filing previous years? +
We handle late filings and back taxes. The sooner you address it, the better your options. Book a call and we'll assess where you stand without judgment.

Get started

Let's get your taxes handled.

Free 30-minute call. No pressure, no obligation.

Book a free consultation