Tax Prep & Bookkeeping for California Individuals & Small Businesses

Stay compliant. Keep clean books. File with confidence.

Based in Laguna Niguel, serving Orange County. We help you stay compliant, keep QuickBooks organized, and make confident year-round decisions. Virtual or in-person consults. Clear next steps after booking.

Most consults take ~15 minutes. You’ll get a checklist right after booking.

QuickBooks-friendly

Secure upload

Google

Google Reviews

"Natalia is extremely professional and knowledgeable. She made tax season stress-free for my small business."

— Sarah M.

Read more reviews

5.0 average · Google · 75+ reviews

Business Taxes

S-Corp

0 days

Due Mar 15

Personal Taxes

Individuals

0 days

Due Apr 15

Deadlines may shift for weekends/holidays. We’ll confirm your situation after booking.

Laguna Niguel, CA

qb

QuickBooks Certified

Compliance-focused process (IRS & FTB)

Natalia - Tax Professional in Laguna Niguel

20+ Years Experience

Serving individuals & small businesses

20+ Years Experience

QuickBooks Advanced Online Certification

QuickBooks
Certified

Expertise You Can Trust

Led by Natalia, serving Laguna Niguel and Orange County. We provide year-round tax and bookkeeping support with clear communication and a compliance-focused process.Book a consult

20+ years experience

QuickBooks Certified

Compliance-focused process

Virtual & in-person support

What happens next?

Simple, digital, and stress-free. Here’s what happens after you book.

Book a Consult See Services

Secure document upload

Checklist included

Secure communication via Verifyle

1

Pick a Service

Choose the service you need.

2

Pick a Time

Choose a time for your consult.

3

Share a Few Details

Share a few details so we can prepare.

4

Confirmation + Checklist

Get your confirmation and document checklist.

Most consults take ~15 minutes.

What to Prepare for Your Consult

To make the first 15 minutes productive, have these ready (if applicable).

For Tax Prep

Prior-year tax return (personal or business, if available)

Income documents (W-2, 1099, K-1, etc.)

ID + SSNs for dependents

Questions you want answered

For Bookkeeping / QuickBooks

QuickBooks Online access (invite us)

Bank/credit card statements

List of accounts + login owner

Payroll + 1099 contractor info

Choose a service

Tax prep, bookkeeping, and IRS/FTB help — virtual or in-person in Orange County.

Individual Tax Return

1040 + California filing for individuals and families.

Business Tax Return

S-Corp or C-Corp preparation based on your financial data.

QuickBooks Diagnostic

Deep dive into your QBO file to identify issues and cleanup scope.

QuickBooks Cleanup

One-time cleanup to get your books tax-ready for past months.

Monthly Bookkeeping

Ongoing monthly reconciliations and reporting for your business.

Need payroll, CFO, or tax planning? View all services.

Not sure which service you need?

Answer 3 questions·Takes ~60 seconds