California business insurance, workers’ compensation, bookkeeping, and nationwide 50-state tax preparation services for small and mid-sized businesses

Gotta Do My Taxes

Accounting & Insurance

Services

Our Services

Taxes, books, and coverage—handled

Year‑round support for individuals, freelancers, and small businesses. Clear pricing, fast e‑file, and ongoing help when letters arrive.

California tax firm specializing in individual , trust, and business tax returns, LLC and corporation formation, tax planning and consultations, prior-year and amended tax filings, and IRS or state audit support.

IRS and All 50 States Tax Preparation

  • Individual, Trust & Business Tax Returns

  • Sole Proprietors, LLCs, Corporations & Partnerships

  • Corporation & LLC Formation Assistance

  • Tax Planning & Consultations

  • Prior‑Year & Amended Tax Filings

  • IRS & State Audit Support

California bookkeeping services providing monthly bookkeeping, expense tracking, profit and loss statements, and balance sheets for small businesses and entrepreneurs

Bookkeeping Services

  • Monthly or quarterly bookkeeping

  • Bank and credit card reconciliations

  • Accounts payable and receivable tracking

  • Payroll support

  • Financial statements (P&L, Balance Sheet, Cash Flow)

  • Catch‑up and clean‑up work

  • Year‑end preparation for tax filing

Insurance services offering Business Owner’s Policy (BOP), workers’ compensation, commercial auto, general liability, property coverage, errors and omissions (E&O), and cyber liability insurance for small businesses and corporations.

Insurance Services

  • Business Owner's Policy (BOP)

  • Workers’ Compensation Insurance

  • Commercial Auto Insurance

  • General Liability Insurance

  • Residential & Commercial Property Coverage

  • Errors & Omissions (E&O) Insurance

  • Cyber Liability Insurance

BENEFITS

One firm, many ways to help

The essentials orbit around a simple idea: make taxes easier.

What Our Yelp Clients Say

About Our Company

Our Professional Credentials

  • LL.M. in Taxation – Advanced Master of Laws degree specializing in U.S. tax law

  • IRS Enrolled Agent (EA) – Federally licensed to represent taxpayers before the IRS

  • Small Business Certified – Specialized training and certification in small business tax planning, compliance, and advisory services

  • CTEC Registered Tax Preparer (CRTP) – Certified by the California Tax Education Council

  • IRS-Authorized E-File Provider – Approved to securely file federal and state returns electronically

  • WCIP Certified (In-House) – Expertise in Workers’ Compensation Insurance Programs

  • Licensed Insurance Broker (In-House) – Independent, not a captive agent, giving clients access to multiple carriers and the best coverage options directly through our firm

  • Licensed Real Estate Agent (In-House) – Providing clients with direct access to real estate expertise and guidance without outsourcing

About Our Company

With over 40 years of combined experience, we are trusted partners in tax, accounting, insurance, and real estate solutions. Our mission is simple: to give small business owners the expert guidance they deserve, delivered with integrity and a personal touch.

We specialize in small business taxes, bookkeeping, compliance, insurance, and real estate services. By combining accuracy with proactive strategies, we help you stay compliant, reduce risk, and uncover opportunities for growth.

Every client is a priority. We believe lasting relationships are built on trust, clear communication, and personalized support—so you can focus on running your business while we handle the details that matter most.

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California firm offering monthly bookkeeping, expense tracking, profit and loss statements, insurance, and nationwide tax prep by LL.M. Taxation, IRS Enrolled Agent, and certified professionals.

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We’re here when you need us — your call won’t go unanswered.