Accepting new clients for the 2027 tax season

Clear numbers.
Calm decisions.

Tax preparation, bookkeeping and year-round advice for families and small businesses in Walnut, Diamond Bar and across the San Gabriel Valley.

Sample client review, 2026 return

Until the April 15 filing deadline

150days00hours00minutes

Services and fees

Flat quotes after the first call, before any work starts.

Services and starting fees
Service	What's included	From
Individual tax returns	Federal and California, rentals, stock sales, self-employment	$250
Business taxes	S-corp, partnership and LLC returns, quarterly estimates, sales tax	$750
Monthly bookkeeping	QuickBooks or Xero, monthly reconciliation, clean statements	$300/mo
IRS letters and audits	Notices, audits, payment plans, penalty relief	Free review
Payroll	Payroll runs, W-2s and 1099s, state filings for teams of 1 to 50	$90/mo
Planning and advice	Entity choice, retirement moves, year-end planning	Hourly

1
Book a call
Pick a time online. We learn what you need and give you a flat quote.
2
Upload securely
Send documents through an encrypted client portal, never by email.
3
Review and sign
We walk you through your return, then you e-sign and we e-file.

Your documents go through a two-factor encrypted portal. This website collects nothing beyond what you type into the form.

“They found a deduction my last preparer missed three years running. Calm, clear, and on time.”
Homeowner, Walnut · sample review

“Our books were a mess. Two months later we had real reports and a plan for taxes.”
Restaurant owner, Diamond Bar · sample review

We speak English, Mandarin, Cantonese and Spanish.

How much does a tax return cost?

Most personal returns are $250 to $450. We give a flat quote after the first call, before any work starts.

What should I bring?

Last year's return, W-2s and 1099s, and any letters from the IRS or FTB. We send a personal checklist after you book.

Can you help if I haven't filed in years?

Yes. We handle back filings regularly and can often reduce penalties. The sooner you call, the more options you have.

Do you work with clients remotely?

Yes. Many clients never visit the office. Everything works by video, phone and the secure portal.

Twenty minutes, in the office, by video or by phone.

Office: Lemon Ave business park, Walnut · free parking
Hours: Monday to Friday, 9am to 5pm. Saturdays by appointment, February to April.
Phone: (555) 010-0190

Demo form: nothing is sent. On your site, requests go to your inbox and calendar, with spam protection.