Tax Services

We are open year round, and offer the following services for individuals and small businesses:

Income Tax Return Preparation

We will prepare your federal, state and (in some cases) local tax returns. Our fees are based on the complexity of your tax return. Please contact us to get an accurate quote for your particular situation. Your initial consultation (30 minutes) is free!

Preparing/Amending Prior Returns

Did you make a mistake on your tax return? Did you not file a tax return for a previous year? We can help you correct errors on your tax return by amending it, and we can also help you file a prior year return to help you get up-to-date with your tax filing obligations. Contact us for our rates for these tax returns.​

Individual Tax Identification Number (ITIN) Applications

We are one of IRS approved Certifying Acceptance Agents, and we can help you apply for an ITIN. Not sure whether you qualify to apply for an ITIN? Please contact us for more details.

Tax Planning

How much am I allowed to save for retirement? Can I borrow money from my retirement account? What are the tax implications of starting my small business? Do I have enough taxes being withheld from my pay? If you have ever wondered these or other tax questions, we are available to assist you. Just contact us and we will sit down, answer your questions, and get you on the path to success.

Tax Audit Assistance/Audit Representation/Tax Resolution

Have you received a letter from the IRS or FTB for an audit, lien or levy? We can help resolve your situation with the taxing authority. 

Audit Assistance

If the return being audited was prepared by us, we will provide audit assistance for the first two hours, at no additional charge. For a tax return which was not prepared by us, we will provide audit assistance (first 3 hours), for a fee of $200. Each additional hour is $100. 

Audit Representation

We will represent you before the taxing authority during your audit. Our charges for Audit representation are $500 (up to the first 4 hours). Any additional time spent will be at the rate of $100 per hour.
We accept the following major credit cards, Venmo, personal check or cash for payment of our fees.