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Individual Tax Returns
1040 preparation for W-2 earners, investors, real estate owners, stock compensation, and multi-state filers. Licensed in all 50 states.
Tax preparation & planning with surgical precision.Trusted since 1989 by thousands of families and businesses nationwide.
★★★★★4.4· 35 Google Reviews · La Mesa, CA
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Years in Business
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Returns Filed Annually
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Returns Filed Overall
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States Licensed
What We Do
Tax Preparation
& Planning
Specialists in federal and state taxation. We handle the complexity so you don't have to.
02
Business Entity Returns
S-Corps, Partnerships, LLCs, C-Corps, and California 568 filings. We handle the full complexity of business taxation.
03
Tax Planning & Strategy
Augusta Rule, S-Corp reasonable compensation, QBI optimization, Solo 401(k), hire-your-kids strategy. We find what others miss.
04
IRS & State Notice Response
Got a letter? We analyze, respond, and resolve — fast. CP2000s, audits, FTB notices, payment plans, penalty abatement.
Audit Protection Program
Your Safety Net.
Year Round.
Even with meticulous tax preparation, random audits happen. APP membership ensures you're never navigating IRS issues alone.
Most Popular
Standard Membership
$700/year
Includes 2 hours of tax planning
- Audit Representation — Fully Included
- IRS & FTB Notice Responses
- Penalty Abatement Help
- Quick Question Access
- CPA Letters & Amended Returns
- Identity Theft Resolution
Platinum Membership
$1,400/year
Includes 4 hours of tax planning
- Audit Representation — Fully Included
- IRS & FTB Notice Responses
- Penalty Abatement Help
- Quick Question Access
- CPA Letters & Amended Returns
- Identity Theft Resolution
Member vs. Non-Member Rates
ServiceAPP MemberNon-Member
VIP Priority SupportExclusive email; priority responseStandard queue
Audit RepresentationFully Included$5,000 – $15,000
IRS & FTB Notice ResponsesIncluded$175+ per notice
Quick Question AccessIncluded$350 per hour
Penalty Abatement HelpIncluded$350 per hour
CPA LettersIncluded$175+ per letter
Amended ReturnsIncluded$350+ per return
IRS/State Payment PlansIncluded$350 per hour
Identity Theft ResolutionIncluded$350 per hour
Voucher Payment Processing$50 per voucher$100 per voucher
* Each entity requires its own membership. Standard professional rate for non-members is $350/hour.
Client Resources
Answers.
Instantly.
Everything you need during tax season — answered clearly. Or ask our AI assistant below.
🔍
Where's My Federal Refund?
Check status within 24 hours of e-filing
Available 24 hours after e-filing. Have your SSN, filing status, and exact refund amount ready. Refunds typically issued within 21 days.
IRS Where's My Refund →🔍
Where's My California Refund?
FTB refund status checker
California refunds take 2-3 weeks after e-filing. Have your SSN and exact refund amount ready.
FTB Refund Status →💳
Pay the IRS Online
Free, same-day bank transfer
IRS Direct Pay is free and posts the same day. No account registration required. Use EFTPS.gov for business payments.
IRS Direct Pay →💳
Pay California FTB Online
Web Pay — free bank transfer
California Web Pay is free from your bank account. Credit card payments available through Official Payments (fees apply).
FTB Web Pay →📅
2025 Key Tax Deadlines
Federal & California
April 15: Federal + CA filing deadline & Q1 estimated tax. June 15: Q2 estimated tax. September 15: Q3 estimated tax. October 15: Extended returns due. January 15, 2026: Q4 estimated tax.
Existing Clients
Questions?
We're here.
35 years in business. Big Four rigor, boutique relationships. Currently accepting new clients by referral and waitlist only.