If your question isn't answered here, reach out directly. We respond to every inquiry and are happy to speak candidly about whether we are the right fit for your situation.
No. Preparation is one component of what we do. We offer tax planning, entity structure review, reasonable compensation analysis, multi-state tax review, and year-round advisory services. Many clients engage us for both compliance and planning — and those relationships tend to produce the most value. We view filing as the final step of a process, not the whole process.
Yes. We serve clients throughout California and work with remote clients nationally where the engagement is a good fit. Our process is designed to work efficiently without requiring in-person meetings — document collection, review, delivery, and planning calls are all handled virtually through secure platforms. Location is not a constraint.
S-Corp owners are among the clients we are most specifically built to serve. Our S-Corp engagements include entity return preparation, owner personal return preparation, basis tracking, reasonable compensation analysis, and year-end planning — all handled in coordination rather than in isolation. If you operate as an S-Corp and are looking for a CPA who understands how the entity and personal layers interact, we are worth a conversation.
Yes. Reasonable compensation analysis is a standalone service we offer to S-Corp owners. This includes market rate research, industry benchmarking, and a written documentation file designed to support your compensation position if it is ever questioned by the IRS. The analysis is not a simple calculation — it is documented advisory with substance behind it.
Tax planning is central to what we do. We offer planning as both a standalone engagement and as part of a bundled compliance-and-planning relationship. Planning typically includes a mid-year check-in, Q3 estimated tax review, a Q4 year-end planning session, and written planning notes. For clients with more complex situations, planning can also include scenario modeling, equity event analysis, and multi-year projections.
After you execute the engagement letter, you will receive a document checklist tailored to your specific situation. Common items include prior year returns, W-2s, 1099s, brokerage statements, K-1s, business financials, and relevant supporting schedules. We do not ask for documents we don't need — and we will tell you if something is missing before we begin preparation.
Onboarding begins after the consultation call. Once we confirm that the engagement is the right fit, we issue an engagement letter covering scope, fee, and timeline. After that is executed, you receive your document checklist and access to the secure client portal. We typically request prior year returns as part of onboarding to get full context before we begin. The process is straightforward and well-organized — clients frequently note that it is more structured than prior experiences with other firms.
Fees are based on complexity, scope of services, and the advisory involvement your engagement requires. You can view reference starting fees on our Pricing page. Final fees are always confirmed in the engagement letter before any work begins — there are no surprise invoices. We are transparent about pricing from the first conversation, and we do not quote fees before we understand your situation. If the investment is not a fit for where you are right now, we will tell you that directly and can suggest alternatives.
We maintain a selective client roster. We accept a limited number of new clients each year to ensure that existing clients continue to receive the level of service they signed on for. The best time to inquire is outside of busy season (typically May through November). If we are at capacity, we will let you know — and we are happy to refer you to another practitioner who would serve you well.
Yes. We assist with IRS and state notice response as a standalone service. This includes reviewing the notice, assessing the underlying issue, drafting a substantive written response, assembling supporting documentation, and communicating with the agency. Most notices are manageable when addressed promptly and correctly — the worst outcomes come from ignoring them or responding without proper documentation. If you have received a notice and are not sure what to do, reach out. We will tell you exactly what it is and what it requires.
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