Back to top

Services & Fees

We have over 50 Years experience in accounting & tax preparation.

 

 

 

Services are set at minimum prices and are subject to change. 

Please contact us for a detailed estimate 

 
 

\

~ Monthly Services starting at $200.00 ~

 ~ Quarterly Services starting at $450.00 ~

 


 

Accounting Services Include:

  • Monthly profit or loss statement with Current Month, Year-to-Date & Percentages. Last Years Current Month, Year to Date Percentages For Comparison.
  • Balance Sheet for End of Current Month & Last Year for Comparison
  • General Ledger
  • Journals: Sales, Cash Receipts, Cash Disbursements, and General 
  • Payroll Records
  • Bank Reconciliation
  • Depreciation Schedules
  • Amortization Schedules
  • Work Picked Up - Ready to discuss Any Tax and Accounting Problems
  • All Financial Statements & Tax Returns Sent To You, Timely & Accurate.
  • Preparation Of The Following Tax Forms:
  • Monthly Federal & State Payroll Depositaries
  • Quarterly Federal & State Payroll Tax Returns
  • Monthly, Quarterly & Annual Sales Tax Returns
  • Employers Annual Federal Unemployment Tax Return
  • Transmittal of Income & Tax Statements
  • W-2 Forms For Your Distribution to Employees
  • Reconciliation of Income Tax Withheld & Transmittal of Forms W-2
  • Workmans' Compensation Insurance Payroll Reports
  • City Business Licenses
  • Business Personnel Property Tax Affidavit

 

                     Accounting Services offered do not require a federal or state license


 

Income Tax Return Preparation 

Services

Income Tax Return Preparation of:

  • Individual - $150.00
  • Partnership - $800.00
  • Limited Liability Company - $800.00
  • Limited Liability Partnership - $800.00
  • Corporation - $825.00
  • Fiduciary & Trust - $400.00


EA's (Enrolled Agents) are federally granted the right and privilege to represent taxpayers throughout the United States and supersedes California Tax Preparer licensing.

 


IRS, EDD, and Sales Tax Representation 

 

    Audit representation - $300.00 per hour 

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal, state and city agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to
answer any and all questions they may be asking of you. 

 


 

Legal Document Assistant Services

 

Legal self-help services that include professional legal documents:

  • Corporations
  • LLC's
  • Partnership Agreements

 

We are not attorneys and cannot perform the legal service that an attorney performs. We cannot engage in the practice of law.

 


 

Other Services

 

  • Payroll Check Writing
  • Departmental Income Statement
  • Consolidated Financial Statments
  • Tax & Business Consultation
  • Audit Representation (All Agencies- Federal, State, County & City)
  • Personal Financial Statements

 

 

News

Report address changes to ensure you receive IRS correspondence and your refund

Report address changes to ensure you receive IRS correspondence and your refund Have you moved since you filed your 2022 […] The post Report address changes to ensure you receive IRS correspo...

Need options for when you owe federal taxes, but can’t pay in full?

If you are unable to pay your taxes in full, the IRS has several options that you can consider based […] The post Need options for when you owe federal taxes, but can’t pay in full? appeared ...

Direct Deposit Refunds and Refund Offsets

Direct Deposit Options Refunds and Refund Offsets Your tax return may show you’re due a refund from the IRS. You […] The post Direct Deposit Refunds and Refund Offsets appeared first on Taxpa...

Keep safe on social media at tax time

Keep safe on social media at tax time    Waiting onfor your tax refund can be difficult. It can be even more […] The post Keep safe on social media at tax time appeared first on Taxpayer Advo...

Requesting an Extension of Time to File

Filing Help For most people, your tax return needs to be filed by April 15.   If you need assistance with […] The post Requesting an Extension of Time to File appeared first on Taxpayer Advoc...

Filing past due tax returns before the refund statute date expires

Filing Past Due Tax Refunds Returns Before the Refund Statute Date Expires    File a Claim for Credit or Refund  If you are […] The post Filing past due tax returns before the refund statute ...

New U.S. Postal Service Rules Could Affect Whether Your Tax Filing Is Considered On Time

NTA Blog: New U.S. Postal Service Rules Could Affect Whether Your Tax Filing Is Considered On Time Why Postmarks Matter […] The post New U.S. Postal Service Rules Could Affect Whether Your Ta...

Understanding your Collection Statute Expiration Date and the time the IRS can collect taxes

  Understanding your Collection Statute Expiration Date and the time the IRS can collect taxes The Collection Statute Expiration Date (CSED) marks […] The post Understanding your Collect...

Tax return filing is as easy as 1-2-3

TAS Tax Tip: Tax return filing is as easy as 1-2-3 This year our best advice for faster tax return […] The post Tax return filing is as easy as 1-2-3 appeared first on Taxpayer Advocate Servi...

March Madness, NIL, and (Tax) Brackets

March Madness is back. While fans focus on brackets and buzzer-beaters, many student athletes are facing a different challenge off […] The post March Madness, NIL, and (Tax) Brackets appeared...