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(424) 999-8829

Individual tax

  • Save time  (IRS estimated nearly 20 hours)
  • Don’t want to trigger an audit
  • Know Enrolled Agent is a federally licensed tax advisor, empowered to represent you before the IRS and other tax agencies
  • Want to benefit from money-saving tax planning engagement
  • Want to address your tax issues with us
  • Don’t want to waste time calling the IRS
  • Don’t want to keep up with complicated tax code
  • Want the peace of mind
Schedule A Call

Bronze Biz 

A sole proprietor 

  • Electronic submission of Schedule C
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  •  Free basic financial guidance (incidental ONLY, does not involve planning)
  • Rental owner, business owner, and other tax situation (see add-on feature bottom of page)
Schedule A Call

Silver Biz  

CA Single Member LLC (Form 568)

  • Electronic submission of Form CA 568
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  •  Free basic financial guidance (incidental ONLY, does not involve planning)
  • Rental owner, business owner, and other tax situation (see add-on feature bottom of page)
Schedule A Call

3 Easy Steps   

to financial help.

  • 1.  Choose a service to start
  • 2.  Schedule A Call
  • 3.  Reduce stress by adding other services as needed

Gold 

Homeowner single or married couple with a w-2 job with kids

  • Electronic submission of Form 1040 and CA 540
  • Get a checklist to accurately gather your documents
  • Your own personalized folder to securely & easily upload and download documents
  • Help with determination the deductible expenses (incidental)
  • A quick audit of last year tax return for missed deduction or credit (incidental ONLY)
  • Help with identifying tax reduction strategy (incidental)
  • Convenience one-stop and unifying services available (financial advisor, real estate, mortgage, tax, and insurance)
  •  Free basic financial guidance (incidental ONLY, does not involve planning)
  • Child tax credit and dependent care deduction
  • Rental owner, business owner, and other tax situation (see add-on feature bottom of page)
Schedule A Call

Platinum   

Add-on tax services

  • Property rental owner (Sch. E)
  • Investment Accounts (Sch. D)
  • Small business, a sole proprietor (Sch. C)
  • Sales of real estate
  • Various tax credits
  • Special tax situation
  • Past tax problem
  • Consulting
Schedule A Call

3 Easy Steps   

to financial help.

  • 1.  Choose a service to start
  • 2.  Schedule A Call
  • 3.  Reduce stress by adding other services as needed