Online Tax & Bookkeeping
Your taxes, handled — without the office visit
Send your documents from your couch, talk to a real preparer who knows your name, and sign when you're ready. That's the whole process.
- Encrypted portal — your documents stay private
- Se habla Español
- CTEC-registered since 2008
How it works
Three steps,
and you're done
No drop-offs, no waiting room, no printing anything.
Step 1
Tell us about your year
Reach us by phone, video, email, or text — whichever you actually use. New job, new state, new business? Just say so.
Step 2
Send your documents
Photograph or upload your W-2s, 1099s, and receipts straight into the secure portal from your phone. Nothing travels by email.
Step 3
Review and sign
We prepare your return and walk you through it. When you’re happy with it, you sign electronically and we e-file the same day.
What we do
Tax work and books,
under one roof
Individual and small-business returns, plus bookkeeping that keeps your records ready all year.
Individual tax returns
- Form 1040 federal and state returns
- Rideshare, delivery, and other self-employed income (Schedule C)
- ITIN applications and renewals (Form W-7)
- Rental property, investments, and retirement income
- Prior-year and amended returns
Small business
- Schedule C sole proprietors and single-member LLCs
- Form 1099-NEC and 1099-MISC filing
- Multi-state returns
- Quarterly estimated tax payments
Bookkeeping
- Link your bank to Xero, or bring me the receipts
- Monthly bookkeeping in Xero, categorized and reconciled
- Catch-up and year-end clean-up
- Profit & loss and balance sheet reports
- Books handed off ready for tax season
Why clients stay
The same preparer, every year
We're not a storefront that disappears in May. You get the same preparer each year, someone who remembers that you bought a rental a couple of years back and that your daughter started college last fall. We'd rather spend ten extra minutes explaining a credit than have you sign something you don't understand.
- Bilingual service. Every step in English or Spanish, so nothing gets lost in translation.
- Secure by default. Documents and signatures stay inside an encrypted client portal — never email.
- A real person. You work directly with Asucena, not a call center or a rotating seasonal preparer.
- Registered and verifiable. CTEC ID A270193 — you can look us up at ctec.org before you hand over a single document.
En español
No somos una oficina que desaparece en mayo. Usted trabaja con la misma preparadora cada año, alguien que se acuerda de su situación. Atendemos en inglés y en español, y preferimos pasar diez minutos más explicándole un crédito que dejar que firme algo que no entiende.
Ready to start your return?
New clients welcome. Call or text to get your secure portal set up — it takes about five minutes.