We've intentionally built Bluebird to stay engaged with our clients year-round — which means keeping our client list small enough that every relationship gets real, ongoing attention, not just a name on a spreadsheet during tax season. At Bluebird, we work with growing business owners — and select growth-focused startups setting up their systems from day one — who want more than year-end tax preparation. We handle your bookkeeping, tax preparation, and tax planning, while staying available throughout the year when questions or decisions come up.

What Working with Bluebird Includes

• Bookkeeping & Financial Insights

  Know where your business stands with accurate, up-to-date financial information whenever you need it.

• Business & Individual Tax Preparation

  Business and owner tax returns are prepared as part of your ongoing Bluebird relationship. Because we maintain your books throughout the year, we're already familiar with your numbers — making tax preparation more streamlined when it's time to file.

• Strategic Tax Planning & Implementation

  Tax planning isn't just about saving money—it's about making informed decisions before opportunities pass. We help identify and implement tax strategies as the year unfolds, including retirement plan selection and contribution amounts.

• Proactive CPA Guidance

  Questions don't wait until tax season, and neither do we. Whether you're hiring, investing, expanding, or facing an unexpected challenge, you'll have a trusted CPA available to help you evaluate the decision and understand the financial impact.

• Quarterly Tax Projections

  Understand your expected tax liability before year-end so you can plan ahead, improve cash flow, and avoid surprises.

• Tax Payments & Compliance Filings

  We calculate and manage your estimated tax payments and California PTET payments, prepare 1099s, and file sales tax returns—so you stay compliant and avoid unnecessary penalties.

Why Clients Choose Bluebird

• Cost Savings

  No bookkeeping cleanup fees, and a CPA with the time to actually look for ways to lower what you owe — not just report it after the fact.

• Confidence

  Your books are accurate for both tax purposes and day-to-day management decisions, so you're never guessing where your business actually stands. Quarterly projections mean no surprise number in April.

• Compliance

  Estimated payments, PTET elections, 1099s, Statements of Information, sales tax filings, and both business and personal tax deadlines are tracked and handled — so nothing slips through and turns into a penalty.

• Consistency

  One flat monthly rate covers bookkeeping, tax prep, and everything in between — no surprise invoice at tax time, no hourly charge every time you have a question.

Investment

Most Bluebird client relationships range from $695–$995 per month and include bookkeeping, tax planning, tax preparation, and ongoing CPA support — all for one monthly rate.

Pricing reflects the complexity of your business, including transaction volume, number of accounts, and entity structure. Every business is different, so we'll determine the right fit during our conversation.

Not quite there yet? Reach out anyway — we're always happy to talk about where you are and where you're headed.