Everything we handle, in plain language.

Your tax return is more than a form. It decides your refund or balance due, and it's the document lenders, landlords and aid offices ask for all year. We prepare federal and state returns for individuals and families, in English or Spanish, and walk you through the result before anything is filed.

A business return is only as good as the numbers underneath it. We prepare returns for sole proprietors, single- and multi-member LLCs, partnerships and S-corporations, and we look at your records first so the return matches what really happened in the business.

Paying people is the easy part. Payroll tax deposits, quarterly returns and year-end forms are where small businesses get into trouble. We handle payroll for small teams so the filings happen on schedule, including the ones owners most often forget.

If you need to file a U.S. tax return but don't qualify for a Social Security number, you'll need an Individual Taxpayer Identification Number (ITIN). We prepare Form W-7 applications and renewals, together with your tax return, in English or Spanish.

We explain your IRS or California notice and prepare any missing returns or information it requests. If you need representation, we connect you with our trusted resolution partners.

Missing a year of filing is common. Missing several usually happens one year at a time — a job change, a family emergency, a year you thought you didn't need to file. We help you catch up: reconstruct the missing years, file them in the right order, and understand what you owe.

We prepare and file any missing returns so you're eligible for a payment plan. Payment plans and IRS negotiations are handled by licensed resolution professionals we partner with.

Tax preparation looks back at the year that ended. Tax planning looks ahead while there's still time to make choices. We help individuals and small business owners plan estimated payments, business structure and year-end decisions so April isn't a surprise.

Starting a business comes with paperwork that has to happen in the right order: the state filing, an Employer Identification Number (EIN) from the IRS, and any tax elections that apply. We help new business owners get set up so the first tax year isn't spent fixing paperwork.

We review your IRS records — transcripts, unfiled years and balances owed — and build a plan to get you compliant. This is a review and a plan, not IRS representation. Audit referrals to licensed professionals.