services

Cut taxes, outsource accounting, receive proactive advice

The all-in-one financial solution for California S-Corp owners

Bookkeeping is boring, and juggling between a CPA and a bookkeeper is time-consuming. Taxes are complicated, and you might be missing tax deductions. The solution? Outsource everything to a single firm that specializes exclusively in California S-Corporations.

Our firm takes care of books, tax compliance and payroll. And because we specialize in SCorp and California taxes, we know all ins and outs that help our clients save their hard earned money

Tools to power your business:

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Accounting

Full-cycle accounting on cloud accounting software

Cash or accrual basis. Bank reconciliations and financial reports.

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Inidividual Tax Planning

Tax planning sessions to minimize tax liability

Pay your estimated tax payments through W-2 withholdings, calculate tax liability on unexpected items, implement a working tax strategy, mitigate taxes throughout the year, and avoid unpleasant surprises in the next tax season

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Complimentary Quick Accounting and Tax Chats

Meetings for quick accounting or tax questions

Do not get ghosted by your CPA; receive a timely response to all of your accounting and tax questions

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Payroll

W-2 and 1099 forms

Outsource your payroll filings, pay your estimated taxes through payroll withholdings, and pay as little as you legally can in self employment taxes

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Business Tax Return

Preparation of S Corp Tax returns

Stay in compliance by timely submitting accurate Federal and California S Corp tax returns

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Accountable Plans

Reimbursment paperwork for out of pocket expenses

Withdraw money from the company and classify withdrawals as expenses. Get accounting help classifying these transactions in your books