Accounting, Tax & QuickBooks Services in Laguna Niguel

Comprehensive financial solutions for your business.

Bookable online

New Client Inquiry

A free introductory call to discuss your tax situation and how we can help.

No charge (intro)
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Bookable online

Individual Tax Return

Comprehensive tax preparation for individuals and families.

Starting at $350
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Bookable online

Simple Return (Single W-2)

Fast filing for single filers with only one W-2 and no dependents.

Fixed price $200
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Bookable online

Business Tax Return

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

Fixed price $600
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Expert Review

QuickBooks Diagnostic

Deep dive into your QuickBooks file to identify issues. Includes a diagnostic review and high-level findings summary. Detailed written reports are available if needed.

Fixed price $350
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Custom Quote

QuickBooks Cleanup (QBO)

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

Quote after review
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Custom Monthly Quote

Monthly Bookkeeping (QBO)

Consistent monthly books, reconciliations, and clean reporting to keep your business on track.

Quote after review
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Consult-first

Tax Planning

Proactive strategies to minimize your future tax liability.

Pricing provided after review.

Quote after review
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Consult-first

Accounting & Financial Statements

Professional reporting for loans, investors, and growth.

Pricing provided after review.

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Consult-first

Payroll Processing

Reliable, compliant payroll management for your team.

Pricing provided after review.

Quote after review
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Consult-first

Budgeting & Forecasting

Build a roadmap to manage cash flow and targets.

Pricing provided after review.

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Consult-first

Outsourced CFO Services

Executive financial leadership on demand for your business.

Pricing provided after review.

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Consult-first

Corporation Setup

Entity selection and registration for new ventures.

Pricing provided after review.

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Consult-first

IRS / FTB Notice Help

Expert assistance with tax notices and audits.

Pricing provided after review.

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