Tax preparation
Individual, self-employed, rental, partnership, S-corp and C-corp returns, federal and California, filed electronically.
1040 · 1065 · 1120-S · 1120 · CA 540
Bookkeeping
Monthly reconciliations, clean financial statements and books that are ready at tax time.
QuickBooks · Xero · Zoho · NetSuite · Sage · + any other software
Nonprofit accounting
Fund accounting, grant tracking, Form 990 and board-ready reports that hold up at audit time.
990 · 199 · RRF-1
Payroll
Payroll runs, tax deposits, quarterly filings and year-end W-2s for your team.
941 · DE 9 · W-2
Fractional CFO
Cash-flow forecasts, budgets and a monthly review of your numbers, without hiring a full-time CFO.
Business formation
LLC and corporation setup, EIN, operating agreements and S-corp elections, done right from day one.
SS-4 · 2553
Compliance
California Statements of Information, license renewals and deadline reminders so nothing lapses.
Sales tax
Registration and returns with the CDTFA and other states where you sell.
Review and compilation
CPA-prepared financial statements for lenders, investors and landlords.