Yes! We offer secure online document upload and virtual appointments. Whether you’re in Encinitas or out of state, we’ve got you covered.

Yes, especially if you have: Self-employment income Investments or rental properties Missed prior-year filings IRS letters or notices Tax preparers often uncover deductions you may miss on your own, and they help you avoid costly mistakes.

Once we have your documents, most returns are filed within 3–5 business days. More complex returns may take a week. We always let you know what to expect.

If your taxes are simple and you’re confident doing them yourself, software may be enough. But if anything changes, like income type, deductions, or IRS letters then working with a real person who knows you can save time, stress, and money.

Look for: Experience with your specific tax situation Transparent pricing E-file authorization Good communication and reviews We’re happy to schedule a free intro call to answer your questions.

Any time your taxes go beyond a simple W-2 — like if you’re self-employed, bought a house, got married, had a child, or moved states. Also, if you’re getting IRS letters or want help catching up on past years.

Not always but often, yes. We know how to legally maximize your refund by applying every eligible credit or deduction, from dependents to home office expenses, education credits, and more.

The CDTFA assigns filing frequency (monthly, quarterly, or annually) based on your sales volume. We’ll help you track deadlines and avoid late penalties.

That depends. California requires sellers with nexus (physical or economic presence) to collect sales tax. We can help you determine if you’re responsible, especially if you sell through platforms like Amazon, Etsy, or Shopify.

Yes — we help businesses prepare and file their California Sales and Use Tax returns accurately and on time. We also help reconcile sales reports (POS, Square, Shopify, Z-tapes) to ensure proper reporting.

If you sell physical products or certain services in California, you're likely required to collect sales tax. You'll need a seller’s permit and must file regularly (monthly, quarterly, or annually) with the CDTFA.

Even small payrolls come with complex tax rules, filing deadlines, and penalties. We help keep things simple, compliant, and penalty-free, so you can focus on your business.

Yes. We work with small businesses to calculate, withhold, and file federal and state payroll taxes, including: Federal Form 941 California DE-9 and DE-9C W-2s and year-end filings

Yes. We handle both federal and state quarterly payroll filings. We’ll make sure they’re filed on time and help resolve any errors or notices if they arise.

Yes, we work with QuickBooks Online (QBO) to review, categorize, and clean up books before filing taxes. If your books are mostly up to date, we can take it from there and make sure everything’s tax-ready.

No worries, we offer QBO cleanup services for tax prep clients. Whether you’ve got miscategorized expenses or missing transactions, we’ll get things organized enough to file accurately.

Yes! While we're based in California, we’re licensed and experienced in preparing state tax returns for all 50 states. Whether you moved recently, own property out of state, or work remotely, we can handle multi-state filings, part-year resident returns, and local tax nuances — all from our office or virtually.

Usually, you’ll file a resident return in California and a nonresident return in the state where the company is located (if that state taxes income). We’ll walk you through it.

Yes, if you earned income in both states, you likely need to file part-year resident returns for each. We’ll help you allocate income correctly and avoid double taxation.

Yes. We file for LLCs, S Corps, and C Corps — including 1120, 1120-S, and Schedule K-1. We also offer year-end bookkeeping cleanup if needed.

Yes, we handle IRS letters, CP2000 notices, and state notices. We’ll explain what it means and help you respond or correct anything necessary.

Yes. If you made a mistake or got a late document, we can file a Form 1040-X to correct past returns. We'll also advise if it's worth amending.

Individual returns (Form 1040): April 15 S-Corps and partnerships: March 15 Extensions: Add 6 months, but payment is still due in April We help you stay ahead of all deadlines.

No problem. We specialize in helping clients catch up on late or missing tax returns. Whether you're one year behind or haven't filed in a decade, we know how to get you back on track. The sooner you file, the better. Late filing penalties and interest add up fast — and the IRS is far more flexible when you take action voluntarily. Waiting can limit your options, including: Refunds (you lose the right to claim them after 3 years) Payment plans Penalty abatement If you had a valid reason for not filing — such as illness, caregiving, or hardship — we may be able to include a reasonable cause letter with your return to request penalty relief. 👉 Don't wait for the IRS to catch up first. Let us help you take control, reduce your stress, and file with confidence. Schedule a free consultation today.