Tax & Accounting, Handled For You
Every service is delivered with the same concierge care: a dedicated team, clear communication, and an Enrolled Agent who can stand beside you before the IRS.
Returns Done Right, On Time
We prepare individual and business returns with a careful eye for every deduction and credit you are entitled to, then review them thoroughly before anything is filed.
What’s Included
- Individual (1040) returns, including rental and investment income
- Business returns for sole proprietors, partnerships, and corporations
- Proactive tax planning to lower next year’s bill
- Secure document upload through our client portal
Ideal for: families, real estate investors, restaurant and pharmacy owners, and other small businesses.
Get Out From Under Tax Debt
Owe back taxes or haven’t filed in a while? We investigate your full situation, explain your options in plain language, and negotiate with the tax agencies on your behalf.
Learn About Back TaxesWhat’s Included
- Initial investigation: $1,500
- Unfiled returns brought current
- Installment agreements and payment plans
- Penalty abatement and collection relief
Ideal for: anyone facing IRS or FTB balances, liens, or levies.
A Calm Advocate When Notices Arrive
As an Enrolled Agent, Victoria can represent you directly before the IRS. We also handle California agency audits, and we specialize in CDTFA sales tax and EDD payroll tax audits for restaurants.
Restaurant Audit DefenseWhat’s Included
- IRS and Franchise Tax Board (FTB) audits
- CDTFA sales and use tax audits
- EDD payroll tax audits
- Notice review and response
Ideal for: businesses and individuals who received an audit or exam letter.
Books You Can Trust
Clean, current books mean better decisions and an easier tax season. We keep your records organized and reconciled so you always know where you stand.
What’s Included
- Monthly bookkeeping and reconciliations
- Profit & loss and balance sheet reporting
- Clean-up of past-due or messy books
- Tax-ready financials at year end
Ideal for: restaurants, pharmacies, and growing small businesses.
Your Team, Paid Right
We run payroll accurately and on schedule, and we keep up with the filings that come with it, so your employees are taken care of and you stay compliant.
What’s Included
- Payroll processing on your schedule
- Quarterly and annual payroll filings
- W-2s and 1099s
- Guidance on California payroll rules
Ideal for: employers who want payroll off their plate.
Clarity Through Transition
Divorce brings difficult tax and financial decisions. With a background as a paralegal and certified mediator, Victoria helps you understand the numbers so you can move forward with confidence.
What’s Included
- Asset, income, and expense analysis
- Tax impact of settlement options
- Support for filing status and dependent decisions
- Coordination with your attorney or mediator
Ideal for: individuals and couples navigating separation or divorce.
Planning That Lowers What You Owe
Preparing a return records what already happened. Planning changes the outcome. We review your business before the year ends, draw on a library of more than 750 tax strategies, and give you a plain-language plan with clear next steps.
Structure & Owner Pay
Whether an S corporation election and a reasonable salary could reduce your self-employment tax, and withholding set so April holds no surprises.
Cash Flow & Estimates
Quarterly estimated payments sized to your income, so you avoid underpayment penalties and keep cash in the business.
Deductions & Timing
Equipment, depreciation, vehicles, home office, and accountable plans, timed and documented so they hold up.
Retirement Plans
A Solo 401(k), SEP, or other plan that builds your savings while lowering taxable income.
Real Estate Strategy
Depreciation, passive loss rules, and property sales planned ahead rather than sorted out after the fact.
Payroll Set Up Right
Employee W-4s, payroll filings, and California payroll rules handled correctly from the start.
Not Sure Where to Start?
Book a consultation and we will point you to exactly what you need.