Tax Preparation

Tax returns prepared with precision and foresight.

Individuals, families, and business owners across Glendale and greater Los Angeles trust our firm to prepare accurate, defensible returns — and to plan ahead so next year is even better.

Overview

What this looks like

Every return is prepared and reviewed by a licensed CPA — not seasonal software operators. We look beyond the current-year filing to identify deductions, credits, and structural moves that reduce your overall tax burden. If the IRS or FTB has questions later, we're here to answer them.

  • Prepared and signed by a licensed CPA
  • Federal and California state returns
  • Multi-state and prior-year filings
  • Year-round questions welcome — no clock
  • Clear, upfront pricing after a free intro call
  • E-file with direct deposit refunds
What's included

Every piece, handled by a licensed CPA.

Individual Returns (1040)

W-2, self-employment, rental, investment, and multi-state situations — all handled with care.

Business Returns

1065, 1120, and 1120-S returns for LLCs, partnerships, S-corps, and C-corps.

Self-Employed & 1099

Schedule C, quarterly estimates, and Section 199A optimization for contractors and consultants.

Rental & Investment Income

Schedule E, capital gains, K-1s, and passive activity rules handled accurately.

Prior-Year & Amended

Catch up on unfiled years or amend a return that missed a deduction or credit.

Estimated Tax Planning

Right-size quarterly payments to avoid underpayment penalties and April surprises.

How we work

A simple, unhurried process.

01

Intake call

A short conversation to understand your situation, prior returns, and any changes this year.

02

Share your documents

Send over W-2s, 1099s, K-1s, and receipts — email, mail, or drop them off at the office.

03

Prepare, review, e-file

We prepare, walk you through the return, then e-file once you approve — refunds sent to your bank.

Ready to talk it through?

Get a free intro call with John — same-day response most business days.