Tax advisory and return services
Services
I work directly with real estate investors and high-income solopreneurs. Most engagements start with a decision you’re facing. Return preparation is available for clients too.
Start the Fit CheckReal estate tax advisory
Buying, holding, or selling property, and how each step affects your taxes.
Learn more →Business owner tax advisory
Entity choice, owner pay, estimated payments, and planning while your income grows.
Learn more →Tax return preparation
Federal and state returns for individuals, rental owners, and closely held businesses.
Learn more →Also available
Payroll setup and help responding to IRS and California notices, each as a separate engagement.
Not offered
Bookkeeping isn’t offered as a service. I work from your books, payroll reports and statements.
Have a decision coming up?
I take a limited number of clients, so everyone starts with the Fit Check.
Start the Fit CheckThe information on this page is general and isn't advice for your situation. Reading it or submitting the Fit Check doesn't establish a CPA-client relationship.
v. Quarterly estimated taxes
We set your payments so the return never surprises you.
vi. IRS and California FTB notices
We read the letter, answer it, and handle it for you.