MY SERVICES

It's essential for every entrepreneur and business owner to have a tax and accounting adviser year-round (not just at tax time) to support them, handling the financial details and managing compliance requirements so that they can focus on letting their creativity flourish and get back to building their business. 

Instead of billing for services hourly like most traditional CPAs, I charge a flat monthly fee to encourage my clients to communicate and work with me throughout the year. Every business and owner has different needs, so my service packages are customized and tailored specifically for you. Below are a few examples of the types of packages I offer. 

1.png

For sole proprietors and single member LLC owners
*Starting at $295/month

+ Monthly accounting review and support
+ Quarterly planning meetings
+ Quarterly tax projections / Estimated Taxes
+ California single-member LLC tax return
+ Owner's personal income tax returns
+ California Secretary of State filings

2.png

For service based businesses that are incorporated
*Starting at $395/month

Everything in the Solopreneur Package
+ Business income tax returns
+ Payroll Filings
+ 1099 Filings

3.png

For incorporated businesses with product sales requiring sales tax filings
*Starting at $495/month

Everything in the The Master package
+ Sales tax filings
+ Budgeting & analysis

* 12-month commitment is required. The above sample rates are for reference only. Your actual rate will be based on the level of your business transactions and the complexity of your personal financial situation. 

In addition to the services listed above, the following benefits are always included in my services:

  • Unlimited e-mail support throughout the year

  • Access to all the latest requisite 3rd party apps/software such as Quickbooks, payroll administrator and sales tax software

  • Manageable and convenient payments (services charged on a monthly basis)

Want to see if we'd be a good fit? Please fill out my application and answer a few quick questions to give me a better picture of you and your business. I’m looking forward to working with you!