Our Services
Looking for professionals you can trust? You've come to the right place.
For Businesses - we have created 3 levels of services that cover anything from your basic bookkeeping needs, to involved financial management.
For Individuals - we have Tax Preparation and Financial Management services to help address different life circumstances.
The Business CFO:
Financial Managemental
Starting at $600 per month, this package includes everything in "The Standard", while adding financial reporting, forecasting, and cash flow planning. The services are custom built for each of our clients, helping them get in-depth picture of their business performance and identify areas of opportunity.
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).
Client 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.
FOR CLIENTS ON A MONTHLY PLAN:
Consultations are FREE of charge as listed in your monthly agreement.
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.
FOR ALL OTHER CLIENTS:
Consultations are billed as per the company's current billing rates.
BILLING RATES:
As of 02/01/2025, the meeting / consultation billing rate is $60.00 per 15 minute increment.
Please contact us for additional information.