Services
We provide professional tax filing, bookkeeping, and notary services designed to help individuals and small business owners stay compliant, organized, and confident. Our secure intake process makes it easy to get started and ensures your information is handled safely and accurately.
Individual Tax Filing
We provide accurate federal and state tax filing for individuals and families, including W-2 income, self-employment income, and tax credits. Our secure intake process makes it easy to submit your information and complete your complete your tax filing efficiently.
Common filings:
• W-2 income
• Self-employment and 1099 income
• Dependents and family tax credits
• Education credits
• Prior-year tax filing
Business Tax Filing
We provide accurate federal and state tax filing for self-employed professionals, independent contractors, and small business owners. Whether you file as a Schedule C sole proprietor, LLC, or receive 1099 income, we ensure your income, expenses, and deductions are reported correctly to minimize errors and maximize eligible deductions.
Common filings:
• Schedule C sole proprietors
• LLC tax filing (single-member and multi-member)
• 1099-NEC and 1099-K income
• Business expense and deduction reporting
• Prior-year business tax filing
• Contractor, freelancer, and self-employed tax return
Bookkeeping Services
We provide reliable bookkeeping services to help small business owners stay organized and financially confident. Our services ensure your income and expenses are accurately recorded, your accounts stay balanced, and your financial records are ready for tax filing and business decisions.
Services include:
• Monthly bookkeeping and transaction categorization
• Bookkeeping cleanup and catch-up services
• Bank and credit card reconciliation
• Financial organization and record maintenance
• Profit and loss and financial reporting
• QuickBooks setup, configuration, and account organization
• QuickBooks maintenance and ongoing support
• Preparing accurate books for tax filing
Notary Services
In-person notary services are available in Southern California, with flexible scheduling to accommodate your needs. We assist with a wide range of documents and ensure every signing is handled professionally, efficiently, and in full compliance with state requirements.
Common documents we notarize:
• Affidavits and sworn statements
• Power of attorney documents
• Real estate and property documents
• Financial and legal agreements
• Business forms and contracts
• Identity verification documents