Proactive Tax Planning & CPA Support
Year-round tax strategy, compliance, and business and personal tax returns for small business owners in Carlsbad and North County San Diego, from a CPA who keeps your books and knows your numbers.
Build Your Plan
Every plan starts with monthly bookkeeping, so my advice is built on your real numbers.
Monthly Bookkeeping
From $350/month
Categorized transactions, reconciled accounts, and monthly financial statements
CPA Support & Compliance
Add $150/month
Year-round tax strategy, quarterly projections, estimated and PTET payments, sales tax, 1099s, and registered agent service.
Tax Returns
Add $165/month
Your business and personal returns, prepared from the books I already keep.
Most clients choose all three: starting at $665/month for everything, with no surprise invoices and no hourly charges for questions.
Why One Monthly Plan Works
Advice Before It’s Too Late
Tax strategy happens during the year, while you can still act on it.
No Surprise Bills
One predictable payment, even at tax time.
Nothing Slips Through
Deadlines for payments, filings, and returns are tracked and handled.