Individual tax returns
Federal and California returns, rental property, stock sales and self-employment income.
From $250
Accepting new clients for the 2027 tax season
Clear numbers.
Calm decisions.
Tax preparation, bookkeeping and year-round advice for families and small businesses across Walnut, Diamond Bar and the San Gabriel Valley.
- CPALicensed in California
- IRSEnrolled agents on staff
- 22 yrsServing the valley
Free 20-minute consultation
Book an appointment
Demo form: nothing is sent. On your site, requests go to your inbox and calendar, with spam protection.
✓
Request received
On a real site, the client gets a confirmation email and you get the details instantly.
— days until the April 15 filing deadline.
Get on the calendar early and avoid the rush.
Services
Everything your numbers need,
under one roof.
Business taxes
S-corp, partnership and LLC returns, quarterly estimates and sales tax filings.
From $750
Monthly bookkeeping
QuickBooks and Xero setup, monthly reconciliation and clean financial statements.
From $300/mo
IRS representation
Notices, audits, payment plans and penalty relief. We talk to the IRS so you don't have to.
Free review
Payroll
Payroll runs, W-2s and 1099s, and state filings for teams of 1 to 50.
From $90/mo
Planning & advice
Entity choice, retirement contributions and year-end moves that lower next year's bill.
By the hour
How it works
Three steps.
No shoebox required.
- 1
Book a call
Pick a time online. We'll learn what you need and give you a flat quote.
- 2
Upload securely
Send documents through an encrypted client portal. No email attachments.
- 3
Review & sign
We walk you through your return, then you e-sign and we e-file.
Your data stays private. Documents go through an encrypted portal with two-factor sign-in, and this website collects nothing beyond what you type into the form.
“They found a deduction my last preparer missed three years running. Calm, clear, and on time.”
“Our books were a mess. Two months later we had real reports and a plan for taxes.”
FAQ
Good questions.
How much does a tax return cost?
Most personal returns are $250 to $450. We give a flat quote after the first call, before any work starts.
What should I bring?
Last year's return, W-2s and 1099s, and any letters from the IRS or FTB. We'll send a personalized checklist after you book.
Can you help if I haven't filed in years?
Yes. We handle back filings regularly and can often reduce penalties. The sooner you call, the more options you have.
Do you work with clients remotely?
Yes. Many clients never visit the office. Everything works by video, phone and the secure portal.
Do you speak other languages?
Our team speaks English, Mandarin, Cantonese and Spanish.
Office
Walnut, CA
Lemon Ave business park · Free parking
- Mon – Fri
- 9am – 5pm
- Saturday
- By appointment (Feb – Apr)
- Phone
- (555) 010-0190