Our Services
Comprehensive tax preparation and bookkeeping support designed specifically for small business owners.
Tax Preparation
Complete business tax return preparation for small business owners, including owner's personal returns when tied to business income.
- Schedule C (Sole Proprietor)
- Form 1065 (Partnership/Multi-member LLC)
- Form 1120-S (S-Corporation)
- Personal returns (1040) for business owners
- California state returns (Form 540, 568, 100S)
Bookkeeping Clean-Up
Get your books in order before tax time. We'll categorize transactions, reconcile accounts, and prepare accurate financial statements.
- Transaction categorization
- Bank and credit card reconciliation
- Profit & Loss statement preparation
- Sales tax review and organization
Quarterly Tax Planning
Stay ahead of your tax obligations with quarterly estimated tax calculations and strategic planning.
- Estimated tax payment calculations
- Federal and California state estimates
- Quarterly payment reminders
- Year-end projection and planning
New Business Setup Guidance
Starting a new business? We'll guide you through the tax and bookkeeping setup process.
- Entity structure tax implications
- EIN application assistance
- Bookkeeping system recommendations
- Sales tax registration guidance
Note: We provide guidance only, not legal advice. For entity formation documents, consult an attorney.
What We Don't Do
To provide the best service to our small business clients, we've chosen to focus our expertise. Here's what we currently don't offer:
- ✕W-2 only tax returns
- ✕Complex multi-state operations (for now)
- ✕C-corporation returns
- ✕Audit representation
- ✕Legal business formation or contracts
- ✕Full-service monthly bookkeeping (catch-up only)
If you're not sure whether your situation fits, just reach out. We're happy to point you in the right direction even if we're not the right fit.
Ready to Work Together?
Request services and get a transparent, fixed-price quote within 1 business day.