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Tax Year 2025 Minimum Pricing Update:

  • $535 minimum for Individual Income Tax Return

  • $1265 minimum for Business Income Tax Return

Accounting and CPA services for businesses and individuals

Useful Links

For your convenience - useful links

Use the links here to:

  • File your taxes for FREE (check if you qualify)

  • Pay your IRS and CA FTB estimated or annual taxes

  • File your CA Secretary of State STATEMENT OF INFORMATION

  • Pay your LA CITY Taxes 

  • Check your Refund status:

    • IRS refund (federal income tax)​

    • CA refund (state income tax)

Our Services

BUSINESS SERVICES
Our clients are entrepreneurs who value: 

  • Accurate financial statements

  • Tax Compliance and Tax Optimization Strategies

  • Business Value Creation Strategies

  • Business Streamlining - eliminating issues that hold your operations

We deliver most business services under Monthly subscription. Our service packages include:

  1. Bookkeeping, periodic review of financials, tax optimization, and annual income tax filing

  2. Tax advice and planning, compliance, business transactions teview and tracking
  3. Business  ownership value tracking and analysis; transition assistance.
  4. Financial Management, Cash Flow Planning, Payables and Receivables optimization, Forecasting​​​

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INDIVIDUAL / FAMILY FINANCIAL SERVICES

Our clients are individuals and families who​ value:

  • Clear understanding of their financial status

  • Advance planning of major life events

  • Tax optimization and retirement planning strategies

  • Timely and compliant Income Tax filing

We deliver family financial services under Monthly subscription or as a standalone service. Our service packages include:

  1. Tax advice and planning

  2. Access to CPA and staff throughout the year

  3. Income and major events updates for planning purposes

  4. Financial Statements delivery for events as mortgage refinancing, loan applications, property purchases

  5. Special circumstances analysis and planning - marriage, divorce, new family members, inheritance, investment analysis.

  6. Family finance management - bank and credit cards reconciliation, categorization; planning -  health care, retirement, education expense; generation transfer planning.​

Ready to Take Control of Your Finances?

Contact

Internal Resources

The links below require a registered client account.

Please contact us if you need additional assistance.

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ZOOM Meeting

Click here to connect to your scheduled ZOOM meeting.

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DAYLO Meeting

Click here to directly connect for screen sharing

accounting for families and businesses

Savings and Discounts

Click here to go to our internal savings site

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