Personal Tax Preparation

We offer comprehensive individual income tax preparation services, including handling multi-rental income, self-employment, multi-state filings, and foreign income. Our expertise covers tax planning, work-related deductions, mortgage interest, K-1 forms, and various types of equity compensation such as RSUs, NSOs, ISOs, AMT, QSBS, and ESPPs, among others.

Small Business Tax Preparation

Our services include tax preparation for small businesses taxed as S-Corps, C-Corps, and Partnerships. Please note that we are currently NOT accepting new clients for business tax returns at this time.

 

 

Tax Resolution

We specialize in working with the IRS for clients owing large amount of back taxes through the offer in compromise program. We pride ourselves in having a 100% client success rate and we have completed over 100 cases. We won’t take your case unless we feel that you are a good candidate to have your taxes reduced or forgiven.

 

Covered CA Enrollment Assistant

Assisting clients with selection of health and dental insurance through Covered CA marketplace.