Services

File taxes online with ease. Our secure portal makes the whole process hassle-free — upload from your phone, review, sign, and we e-file.

Individual tax preparation (Form 1040)

  • Federal and state returns
  • W-2 employees, retirees, and Social Security income
  • Rental property and investment income
  • Education, child, and dependent-care credits
  • Prior-year returns and amended returns (Form 1040-X)

Self-employed & gig work

  • Rideshare and delivery drivers (Uber, Lyft, DoorDash, Amazon Flex)
  • Schedule C income and expense reporting
  • Mileage and home-office deductions
  • Self-employment tax and quarterly estimated payments

Small business

  • Sole proprietors and single-member LLCs
  • Form 1099-NEC and 1099-MISC preparation and filing
  • Multi-state returns for clients in AZ, CO, WA and more
  • Reach out any time during the year, not just in April

Bookkeeping

  • Monthly bookkeeping in Xero with bank and card reconciliation
  • Catch-up and clean-up for prior months or a full year
  • Monthly profit & loss and balance sheet
  • Form 1099-NEC and 1099-MISC filed at year end
  • Books delivered tax-ready, so your return costs less to prepare

ITIN application (Form W-7)

Need an Individual Taxpayer Identification Number so you can file? We prepare the W-7, file it with your return, and tell you which documents the IRS requires.

New applications & renewals

See accepted documents

A new ITIN application requires original documents — usually a passport. You have three ways to satisfy that, and we'll walk you through which one fits your situation:

  • Mail the originals to the IRS with your application. They are returned to you.
  • Take them to an IRS Taxpayer Assistance Center and have them verified in person, so nothing gets mailed.
  • Use a Certified Acceptance Agent, who can certify your documents without mailing them.

We are not a Certified Acceptance Agent. If that turns out to be the better route for you, we will say so and point you to one — we would rather send you to the right place than have you mail your passport.

¿Necesita un ITIN? Preparamos la solicitud (Formulario W-7) junto con su declaración de impuestos y le explicamos todas sus opciones antes de enviar cualquier documento original. Llámenos y lo conversamos en español.

For the self-employed

However you track it, I can work with it

If you're 1099, run a small business, or drive for an app, the reason filing feels impossible usually isn't the return — it's that the year was never organized in the first place.

There are two ways to do this, and both work. Either way you end up with a clean profit and loss statement and deductions you can actually substantiate — which is the whole point.

Talk it through — (925) 642-9094

Option 1 — link your bank to Xero

I'm Xero-certified. Connect your business account once and transactions flow in on their own — no receipts to keep, and your books stay current year-round instead of being rebuilt every April.

Option 2 — bring me the receipts

Not everyone wants to link a bank account, and that's a fair call. Bring what you have and I'll organize it by hand. Behind by a year, or three? Normal, fixable, no lecture.

Books and taxes together

The person keeping your books also files your return, so nothing gets lost in translation between two offices.

Not sure which of these you need? Call and ask — it's a five-minute conversation.

(925) 642-9094

How online filing works

Step 1

Connect

We set up your secure portal and send a short organizer.

Step 2

Upload

Photograph or upload your documents from any device.

Step 3

Review & Sign

We review the return with you, then you e-sign and we e-file.

States we prepare

We prepare California returns and most other state returns, including Arizona, Colorado, and Washington. We do not currently prepare returns for New York, Maryland, Oregon, or Connecticut, which require separate state registration.

Pricing

Fees depend on the forms your return needs and the condition of your records. You'll get a clear quote in writing before any work begins — no surprises at the end. Call or text for a quote.

Get a quote

Let's get your return started

Already a client? Log in to your portal. New here? Call or text and we'll set you up.