ALL New and Returning Clients must complete the form below in order to access our Virtual Drop-Off Service to upload your tax documents and begin filing your return.
Schedule your consultation call today to find out how I can help you achieve your financial goals by employing my comprehensive tax strategies.
TAX PLANNING SERVICES
TAX STRATEGY SERVICES
file your taxes.
receive your refund.
handle your business.
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There are three things most people do wrong when it comes to taxes: they show too little income, they don't keep proper records, and they don't factor in their deductions properly.
We Serve
Employees
Couples
Business Owners
Home Owners
We want to help you establish a strong tax optimization strategy that will streamline your returns for years to come. Would you like to receive the most out of your tax returns?
Virtual Drop-Off Service: Upload your documents above. Click "Get Started Today"
Local Bay Area Returning Client and New Clients We are taking in-person appointments!
OUR SERVICES
Special Services Bundle Packages
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Tax PLANNING Services
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Tax STRATEGY Services
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Tax Preparation E-Filing Services
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Specializing in MAXIMIZING Your Tax Refund
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Specializing in LOWERING Your Tax Debt
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Schedule C & Expense Write Offs
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1099 Income
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Set-up LLC
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Set-up S-Corp
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New Small Business Tax
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Rental Property
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Truck Drivers
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Homeowners
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Comprehensive Tax Strategy for Small Businesses
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Bookkeeping & Accounting Services
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Tax Planning
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Life Insurance
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Business Funding
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Amended Returns & Extensions
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Prior Year Taxes
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Start New Business Credit
How does FAST e-filing work?
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We will send you the tax return with refund amount due to you.
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You must approve and sign your return.
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Upon receiving your signature and approval, we file your return electronically.
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After filing, your funds will be sent to you 8-21 days via check, direct deposit or a debit card we provide. You choose how you would like to choose your refund when we begin working together.
This investment starts at just $350 & up depending on your needs.
Your tax preparation fee's are automatically taken out of your refund.
ZERO, UP-FRONT OUT OF POCKET COSTS FOR TAX PREPARATIONS.
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Clients who are NOT receiving a refund will receive an invoice to pay tax preparation and filing fees PRIOR to electronic submission and completion of your tax return.
Your tax return will be put on hold until fees are paid.
You Deserve Financial Security
What if you could hire someone who will perform your bookkeeping, complete your TAX planning, tax strategy plan, prepare your taxes, formulate a strategic financial plan, provide tax restructuring, and teach you how to run this seamlessly in the future to ensure that you are getting the most out of your returns?
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Here's a secret: you can.
Does this sound familiar? Have you been:
Anxious to file and get your tax refund?
Frustrated that your range of skillsets does not include in-depth tax preparation?
Overwhelmed with all the paperwork required for bookkeeping?
Worried that you may not be filing in compliance with the IRS?
Concerned that you might not have a quality tax strategy in place to meet your goals?
Anxious about not having control over this aspect of your business?
Unsure about how to file now that you are married, divorced, or purchased a home?
If you answered yes to some or all of these, then you're in the right place.
Because it doesn't have to be like this. LET US HELP YOU
Join Our Community opt-in to learn Setting-up your LLC, Business Entity Transfer your LLC to S-Corp, START Business CREDIT info, Start-up Business Entity formation, Business Funding 101, Get 150+ Tax Write offs and deductions, Life insurance, other financial education tools and TAX TIPS
Ever wondered if you can easily conduct your bookeeping and prepare your taxes withouth the additional stress of hiring a long-term professional?
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It sucks freaking out every month because you aren't sure if you are complaint on the federal and state tax levels.
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It sucks watching people who reach their financial goals by strategically structing their taxes returns while you are unable.
Imagine if you could:
Continuously file your taxes the right way for peace of mind
Easily reach your financial goals from your tax returns
Organize your financial statements and paperwork hassle-free
Regain control over the financial operations of your business
Dramatically expand your bookkeeping and tax preparation skillsets for the future