What we do
Tax and accounting services for individuals and growing businesses
Everything below is handled in house in Upland, California. Pick the piece you need, or let us take the whole thing.
Tax Resolution
Back taxes, liens, levies, wage garnishments and audit notices, handled by a Certified Tax Resolution Specialist who deals with the IRS so you don’t have to.
Individual Tax Preparation
Accurate, on-time federal and California returns with every credit and deduction you are entitled to, explained in plain English.
Business Tax Preparation
Entity returns prepared by a CPA who understands your books, your industry, and where small businesses actually overpay.
Tax Planning
Year-round, proactive strategy so your tax bill is a decision you made in advance, not a number you find out about in April.
Accounting & Bookkeeping
Monthly bookkeeping, reconciliations and financial statements, plus catch-up and cleanup when the books have gotten away from you.
Let’s talk
Ready to work with a CPA who actually explains it?
Start with a free 30-minute intro call. Bring your questions, your notices, or just a rough idea of what you need. You will leave the call knowing exactly what the next step is and what it costs.