Tax Strategies & Advisory — Ongoing tax filing, tax planning, and related compliance work.Tax Resolution — Problems with the IRS, state tax agencies, or California Employment Development Department (EDD). Examples: notices, liens, levies, audits, back taxes, payroll tax problems.Fractional CFO — Higher-level financial leadership, cash flow management, forecasting, and strategic financial support.Bookkeeping — Only available when combined with Tax Strategies & Advisory or Fractional CFO. We do not offer standalone bookkeeping.
Tax Strategies & Advisory — Ongoing tax filing, tax planning, and related compliance work.
Tax Resolution — Problems with the IRS, state tax agencies, or California Employment Development Department (EDD). Examples: notices, liens, levies, audits, back taxes, payroll tax problems.
Fractional CFO — Higher-level financial leadership, cash flow management, forecasting, and strategic financial support.
Bookkeeping — Only available when combined with Tax Strategies & Advisory or Fractional CFO. We do not offer standalone bookkeeping.
Thank you for your interest. We primarily work with business owners. For individual tax returns we only take on select clients. Please leave your name, email, and phone number. Our office will contact you to learn more about your situation and let you know if we are a good fit and what the fee would be.