Your trusted tax preparer

Specializing in individual and business tax return filings and strategy. Expertise in S Corporation, Partnership, Sole proprietorship and LLC businesses, rental properties, real estate transactions, online learning, military, and employees with stock options, restricted stock grants, and stock awards.

I am a new client - let's get started

Virtual firm with offices in San Diego, CA and Chattanooga, TN
858-324-5542
[email protected]

✓  S-Corporation tax returns
✓  Partnership tax returns
✓  Individual tax returns
✓  Gift tax returns
✓  Tax Strategy and Planning

Tax Prep - "Annual Essentials Track"

Take a traditional client journey with us on our "Annual Essentials Track" which offers annual filing of tax returns.

1. Client Inquiry Form

Complete a quick questionnaire to identify your tax needs. An email will be sent to you to kick off the onboarding process.

2. Hire Us and Provide Docs

Sign an engagement letter to hire our firm and provide a deposit. Complete our tax organizer, upload documents, and answer questions as our team of experts work on preparing your tax return. We utilize a secure online client portal for all document exchange and secure communication.

3. Review and Filing

We review the tax return and resolve any outstanding items with you, including a customized video review of your return. At this time an invoice is provided. When you have reviewed your return and are ready to file... you sign the E-file Authorization signatures, and the return is E-filed.

I am a new client, let's get started!

Are you a good fit?

We want clients that want to work with us and match our area of expertise.

Our areas of expertise include:
Tax advisory and planning, small business, stock options and equity compensation, real estate rental and investment properties, military, high W2 earners, new business setup, and S Corporation optimization. While we service many states, we have some state-specific tax specialists on our team located in California, Arizona, and Tennessee.

Areas we do not provide services:
Tax resolution of past due tax bills, negotiation with the IRS or state for delinquent filed returns, non-profit tax returns, complex estate and trust tax returns, New York tax filings, farms and agriculture tax returns, entities owned by non-US residents and expat tax filings.

We are a fully virtual firm - we utilize a secure online client portal (TaxDome) and Zoom for client calls.

Pricing

We are committed to providing fair pricing and exceptional customer service.

As no taxpayer situation or tax year is the same, pricing for taxes is personalized based on your needs. Upload your prior year return for a custom quote.

How do we price returns?
We have a per return minimum. If returns are complex, we increase the rates based on the time and complexity involved. Reach out for a quote.

Individual Tax Returns
$1,000 minimum - can increase based on time and complexity

Examples of items that can increase the price of Individual Tax Returns are rental properties, stock options and restricted stock grants, home businesses, real estate transactions, multiple K-1s, business ownership changes, complex brokerage statements, extensive depreciation schedules, asset sales, foreign bank filings, and multi-state filings.

Business Tax Returns increase in complexity based on sales. As such, we have a tiered pricing structure for Business Tax Returns outlined below driven by annual revenue.

Comprehensive Tax Consultation
$995

For our advisory clients, we bundle services and provide comprehensive annual pricing that includes not just tax filing but advisory services and proactive tax planning all year long. This service is available to select clients looking for higher-touch involvement in their tax and wealth building on an ongoing basis. Read more here about our advisory client journeys.

Complete our new client questionnaire to find out how we can help.

New Client Questionnaire