Year Round Tax Service

Choose a service to schedule

Tax Preparation: DURING TAX SEASON
This appointment is to go over your 2019 tax documents and prepare your return with one of our staff accountants. DUE TO COVID-19, the interviews will be handled over Zoom or a phone consultation.
*****There is also a mail in or drop off option available if you have time constraints.Our turn around time for our mail in or drop off returns up to 5 business days.
***** Please note: The minimum tax preparation fee for a tax appointment with a staff accountant will be $225.
Tax Consultation - $225
This appointment is a consultation for tax planning purposes. Only available AFTER tax season (between April 15th-December 31st). Please note, there is an hourly consultation rate of $225 per hour with a 30 minute minimum.
NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
Bookkeeping Consultation - $175
This appointment is an on-site strategy session where we help you set up your books, integrate Quickbooks with your P.O.S. system, answer bookkeeping questions, and problem solve. Only available AFTER tax season, between April 15th-December 15th.
NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
PPP/EDIL/UI - Advisory Service - $175
I can help a client come up with a COVID-19 assistance strategy that works best for their company. Time is "of the essence" to apply for these stimulus packages.

The government runs out of assistance very rapidly, therefore you have a have all your "ducks in a row" so that you can submit your documentation as soon as another round of stimulus funding happens.

You don't want to be left out. I can help!

Whether you are self employed or a Corporation, I can help you with applying for a loan/grant that can get you money you need to keep your business going through these hard times.

NOTE:
DUE to COVID-19, consultations will be handled remotely, wither Zoom or a phone call.
Directions 204 Mt Hermon Rd, Scotts Valley, CA, United States
831-438-0237