Tax Preparation

Tax planning & advisory

We read your tax history and turn it into a plan for the years ahead: a written tax planning report, an advisory roadmap and a strategy, with your quarterly estimated taxes handled and past returns filed or amended where they need it.

From $1,500

Flat, published prices. New clients save on every package.

Two people going over paperwork together, one pointing with a pen.

What we handle

Covered from start to filing

A written tax planning report
A tax advisory roadmap
A tax strategy for the year ahead
Quarterly estimated taxes
Filing and amending past returns
Priority support all year

Book a consultation Start your return

Packages & prices

Pick the package that fits

Every price is flat and published. Open any package to see everything it includes.

Tax Planning & Advisory
Empowering your financial future by converting tax history into strategic, wealth-building roadmaps.
$1,500
flat rate
$50 off
$1,450 for new clients
Includes:
Tax planning report
Tax advisory roadmap
Tax strategy
File & amend tax returns
Quarterly estimated taxes
Priority support
Get started: Tax Planning & Advisory

Questions

What people ask first

See all FAQs

Are you only open during tax season?

No. We work 365 days a year on taxes and accounting: payroll, quarterly estimated taxes, prior-year and amended returns, business formation, and IRS letters all happen outside April too.

How much will my return cost?

Our prices are flat and published: a Simple Return is $89, a Standard Return is $180, and Self-Employed is $249. Investment returns run $249–$999 depending on your investments. Every package and price is on the Packages & Prices page, with nothing hidden.

How quickly will you get back to me?

We reply to every email within 24 hours. You can also chat with us on this site, text, or call 714-823-6037.

Ready to hand over your taxes?

Book a free consultation or start your return. We reply to every request within 24 hours.