Book a Free Consultation With Our Team
In 15 minutes, you’ll get a clearer view of where your tax position stands, what may be getting missed, and what a stronger strategy could look like for your business.
Contact Information
Phone
(323) 990-7988Office Hours
Monday – Friday9:00 am – 6:00 pm PT
Tell us about your situation
The more detail you share, the more prepared we'll be for your call.
Common Questions
Answers to what most new clients ask before their first call.
The call is 15 minutes. Our team will ask about your income sources, entity structure, what you are currently doing for taxes, and where you feel most uncertain. You will leave with a clear sense of what is working, what is not, and what your next step should be, at no cost and with no obligation.
Yes, we serve clients in all 50 states. Everything from onboarding to document exchange to strategy calls happens online.
We work with business owners, real estate investors, business professionals, real estate agents and brokers, and e-commerce sellers. Most of our clients have complex income, multiple entities, rental properties, commission-based income, or growing businesses that need proactive strategy, not just a year-end return.
Tax preparation is filing your return after the year ends. Tax advisory is everything that happens before the year ends, planning income timing, optimizing deductions, reviewing entity structure, and making decisions that reduce what you owe. The best returns are the ones we plan for before the year closes.
Yes. Do not respond to the IRS on your own. We review the notice, assess the risk, handle all correspondence, and represent you through the resolution process. The sooner you contact us, the more options you have. See our Tax Resolution page for more detail.
Fees vary based on the complexity of your situation and the services you need. We discuss pricing transparently on your consultation call, no surprises, no hourly billing that grows without warning. Most ongoing clients are on a fixed monthly or annual engagement.