From simple W-2 filers to complex investment portfolios, self-employed individuals, and rental income — accurate, thorough, and on time.
Every return we prepare is reviewed for accuracy, optimized for deductions, and filed on time — whether yours is simple or complex.
Full preparation of federal and California state returns including all schedules — itemized deductions, credits, AMT, and more.
Schedule C preparation, SE tax calculation, home office deductions, and business expense reporting for sole proprietors and contractors.
Capital gains (Schedule D), rental income (Schedule E), K-1 pass-throughs, and cryptocurrency reporting handled accurately.
Marriage, divorce, new child, home purchase, or starting a business — we adjust your tax strategy as your life changes.
Worked in multiple states or moved during the year? We prepare all required state returns and handle residency allocation correctly.
Every credit and deduction you qualify for — education, childcare, energy credits, retirement contributions, EITC, and more.
Missed a filing year or found an error? We prepare prior year returns and amend returns where deductions were missed.
If you're contacted by the IRS, we stand by your return, help gather documentation, and guide you through every step.
Many tax preparers stick to straightforward W-2 returns. We specialize in the situations that require real expertise — self-employed filers with multiple income streams, landlords with rental properties, investors with complex portfolios, and individuals with multi-state requirements.
Self-Employed & Freelancers: Schedule C preparation, SE tax calculation, home office deduction, vehicle mileage, health insurance deduction, and retirement contributions — every legitimate deduction claimed correctly.
Rental & Investment Income: Schedule E for rental properties, Schedule D for capital gains, passive activity rules, depreciation recapture, and K-1 income — all handled accurately and optimized for your situation.