Our Services
BUSINESS SERVICES
Our clients are entrepreneurs who value:
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Accurate financial statements
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Legal and Tax Compliance
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Tax Optimization Strategies
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Business Value Creation Strategies
We deliver business services under Monthly subscription. There are 3 tiers of service:
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BASIC - included qurterly review of financials, tax optimization, and annual income tax filing
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PRO - in addition to the BASIC package, services include Tax Advice and Optimization, Compliance, and Bookkeeping
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EXPERT - in addition to the PRO package, included are selected services as:
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Business Valuation, Sales, and Transition assistance
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Financial Management, Cash Flow Palnning, Payables and Receivables optimization, Forecasting
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Operations Management and Process Automation
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INDIVIDUAL / FAMILY FINANCIAL SERVICES
Our clients are individuals and families who​ value:
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Clear understanding of their financial status
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Advance planning of major life events
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Tax optimization and retirement planning strategies
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Timely and compliant Income Tax filing
We deliver family financial services under Monthly subscription or as a standalone service. ​There are 2 tiers of service:
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BASIC - for one-time services as annual Tax filing. This service is very limited in terms of tax optimization and planning strategies and is not recommended for families with more complex financial needs.
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PRO - available under Monthly subscription only, this service includes:
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Bi - annual Tax Planning Review​
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Access to our CPA and senior staff throughout the year
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Income and major events updates for planning purposes
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Financial Statements delivery for events as mortgage refinancing, loan applications, property purchases
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EXPERT - an upgrade to our PRO level, additional services are available as selected:​​
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Monthly financial review - bank account reconciliation and financial statements​
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Self employment and side income support
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Health care, retirement, education expense optimization
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Generational transition planning
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Useful Links
Please use this information to complete tax payments and filings yourself.
We are happy to assist if needed.
Click the link above to pay your federal taxes yourself.
We can help you set up a payment plan - using a checking account (this is a paid service).
Click the link above to pay your state taxes yourself.
We can set up the payment for you too (this is a paid service).
Use this link to submit your company's annual report and process ownership, management, address, and other changes.
We can help you here as well (this is a paid service).
Use this link to pay your City of LA business tax.
We can help you here as well (this is a paid service).
Internal Resources
The links below require a registered client account.
Please contact us if you need additional assistance.
Schedule a Meeting
Please use the meeting list below to schedule your consultation.
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FOR CLIENTS ON A MONTHLY PLAN:
Consultations are FREE of charge as listed in your monthly agreement.
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FOR EXISTING TAX CLIENTS:
One tax appointment is included with your tax return filing fee. Additional appointments are billed as per the company's current billing rates.
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FOR ALL OTHER CLIENTS:
Consultations are billed as per the company's current billing rates.
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BILLING RATES:
As of 02/01/2025, except for the Initial Free Consultation, the meeting / consultation billing rate is $60.00 per 15 minute increment.
Please contact us for additional information.
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INTERNATIONAL CLIENTS
To facilitate work with clients in Europe and other parts of the world, we have set aside special time slots that may be more convenient in your time zone. Please use the link below to schedule a Discovery Meeting if you reside outside of the USA.