Services
Bookkeeping and tax services for individuals and small businesses
Every service below is available to clients in Orange County, Los Angeles County and Riverside County. Bookkeeping can also be done fully remotely anywhere in the U.S.
Bookkeeping
Ongoing bookkeeping and financial reporting that keeps your records accurate and tax-ready.
- Monthly bank and credit card reconciliations
- Transaction categorization in QuickBooks Online
- Monthly profit and loss statement and balance sheet
- Catch-up and clean-up of past months
Tax preparation
Individual and business tax preparation, with a careful deduction review and returns that match your books.
- Individual returns (Form 1040) with California returns
- Sole proprietor and Schedule C filers
- Small business returns
- Deduction and estimated tax review
Year-end and compliance
Support for 1099 reporting and year-end requirements. Annual bookkeeping is available for owners who don't need monthly service.
Business setup and QuickBooks
Financial organization for new and growing businesses: QuickBooks setup, a chart of accounts that fits how you work, and simple monthly workflows.
Life insurance and annuities
Guidance on protecting your income and matching coverage to your long-term financial goals. Licensed in California, License No. 0M39273.
Debt relief support
Confidential help reviewing your options, building a budget and finding a more sustainable financial path. This is financial support, not legal advice.
Ready to get your books in order?
Free consultation. Replies within 24–48 hours.