Tax Preparation and Planning for Individuals and Businesses
We handle federal and California tax preparation for individuals, freelancers, and owner-run companies across the San Fernando Valley. Tax work should calm things down, not create more scrambling, so we focus on the handful of moves that keep you compliant, cut surprises, and make sense for your cash flow. Whether you are an individual with multiple income streams or a growing business with payroll and sales tax questions, we stay close to the numbers and explain each choice.
When to bring in a CPA for tax preparation
Software handles a simple W-2 return well enough. The moment your return involves self-employment income, an entity, property, or more than one state, the cost of a wrong assumption gets larger than the cost of having a CPA prepare it.
When you may need us
You are facing a first year of self-employment, juggling K-1s, or receiving city notices that do not fit the standard software prompts. Businesses often come to us when deadlines start stacking up, owners are making estimated payments blindly, or investors ask for clearer tax projections.
Common problems we solve
Late filings that need penalty mitigation, mismatched 1099 reporting and IRS notices, tangled depreciation schedules, and multi-state questions for relocations around Burbank and the Valley. We also untangle messy prior-year bookkeeping so the return reflects reality.
How we approach tax work
We map deadlines, request only the documents we truly need, and walk you through draft returns so you understand the story behind the numbers. Planning conversations focus on timing income and deductions, managing cash for estimates, and keeping the IRS and FTB comfortable with your documentation.
Based in North Hollywood, we see plenty of entertainment income, mixed-use property issues, and city business tax quirks. That context shapes our recommendations so you avoid surprises later.
Tax preparation fees
Pick the scope that matches your situation. If you need something beyond these options, head to Contact Us and we will tailor it.
These are our published per-return tiers, quoted as a fixed fee before any work begins. See the full fee schedule on our Pricing page for every tier and exactly what each one includes.
Individual Tax Preparation
$385 – $1,250
From the Essentials tier at $385 for W-2 income and the standard deduction, up to the Investor / Multi-State tier at $1,250 for rentals, K-1s, and multi-state income.
Small Business Tax Preparation
$1,150 – $1,950+
From the 1120-S Standard tier at $1,150 for a single-owner S-corp with clean books, through 1065 partnership returns at $1,450 and 1120 C-corp returns from $1,950.
Sales & Specialty Tax
Quoted per engagement
For companies handling sales tax, entertainment withholding, or multi-state allocations that need clarity and documentation. Scope varies too much for a published tier, so ask us for a quote.
Returns we prepare
Most of our tax preparation work falls into a handful of return types. If yours is not on this list, ask us — the unusual ones are often the ones worth a conversation.
Individual returns (Form 1040)
W-2 income, self-employment on Schedule C, investment activity, and itemized deductions, with the California return prepared alongside the federal one. Published individual tax preparation pricing starts at $385.
Business returns (1120-S, 1065, 1120)
S-corp, partnership, and corporate filings with K-1s delivered to owners, plus owner payroll and reasonable compensation review. See our business tax return tiers, or how this works for Valley small businesses.
Self-employed and 1099 returns
Multi-platform 1099 income, quarterly estimates, home office, and mileage for freelancers and for creators and entertainment professionals.
Rental and property returns (Schedule E)
Depreciation schedules, passive loss limits, and mixed-use property questions for landlords and real estate professionals.
Multi-state returns
Income allocation by state, credits for taxes paid elsewhere, and residency documentation for traveling production crew, remote workers, and anyone who moved in or out of California.
Extensions and prior-year returns
Extended individual returns are due October 15; extended S-corp and partnership returns are due September 15. Our tax extension page covers both, and we bring clients current on unfiled years with penalty relief where the facts support it.
Tax work built around how you earn
The details change depending on what you do. These pages cover the specifics for the kinds of work we see most often.
Creators, Freelancers & Entertainment
Multi-platform 1099 income, loan-out corporations, quarterly estimates, and multi-state returns for traveling crew.
Small Businesses
Business returns, owner payroll and reasonable compensation, sales tax, and city business tax for LLCs and S corps.
S-Corp Formation
Whether an S-corp election actually saves you money, and what the filing and payroll obligations look like afterward.