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4.9834 reviews

Your financialfuture,Secured.

IRS problems resolved. Taxes planned ahead. Books kept clean. A senior advisor on your side, online, anywhere in California. No office visit needed.

  • “Best tax preparation service I have used. Mauricio really takes care of his clients.”Juan M.
  • “Mauricio literally saved the day and was so accommodating to my last minute requests.”Christine H.
  • “I don't know how I would do it without Mauricio and his team.”Rafael R.
  • “Alondra is amazing! She took the time to explain everything to me in detail.”Valerie M.
  • “Mauricio will educate you on how to save money on your taxes and do it RIGHT!”Chelsea J.
  • “Thank you for your patience, expertise, and easygoing professionalism throughout tax season.”Danielle C.
  • “Mauricio did an excellent job walking me through the tax filing process being a property owner.”Cynthia R.
  • “Mauricio, is amazing! Very knowledgeable & professional.”Ron B.
  • “Mauricio and his team is the Best in the tax industry!”Marisol V.
  • “Professional, and easy place to get your taxes done!! Recommended.”Donald S.
  • “I cant express how happy I am with Mauricio and his team.”Peter F.
  • “Both Christian and Mauricio were great.”Javier P.
  • “Mauricio did an amazing job helping us with our taxes.”Theresa B.
  • “Mari was so knowledgeable.”Teresa
  • “Mauricio and Alondra were of great help!”Drew
  • “Mauricio and his team are amazing.”Lizbeth P.
years in practice
25+
years in practice
businesses served
500+
businesses served
IRS debt negotiated
$12M+
IRS debt negotiated
stars, 834 reviews
4.9
stars, 834 reviews

Not sure where to start?

Talk it through with us, one question at a time.

Tap through a few quick questions and we'll match you with the right senior advisor. Under a minute, no office visit.

Free advisor match
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Rather talk now? Call now

Online, statewide

Start online. From anywhere in California.

No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.

  1. Call or book

    Talk to the online team today, or book a free 30-minute consult.

  2. Upload and sign

    Send documents securely and e-sign from your phone or computer.

  3. We take it from here

    We handle the work and the IRS, and keep you updated.

Most clients start with a call

Call now

The online team answers your questions, looks at your situation, and books your free consult. English and Spanish.

In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.

IRS notice decoder

Got a letter from the IRS? See what it means in ten seconds.

Pick the notice number on your letter. You'll see what it means, how urgent it is, and what happens if it sits. Then hand it to us.

The notice number is printed in the top or bottom right corner of your letter.

Prefer to talk it through? The online team answers questions and books your free consult.

Tax advisor reviewing financial reports with a client

$12M+

in IRS and state tax debt negotiated for clients

Built on trust

A practice measured by results, not promises.

Business owners come to us for more than compliance. They want someone who understands the full financial picture and stands beside them when the IRS calls.

  • We represent you before the IRS

    Power of attorney on day one. Every IRS and state call and letter comes to us.

  • Audit-ready all year

    Books reconciled monthly and deductions documented, ready for a lender or an auditor.

  • Strategy before filing

    Quarterly check-ins on income, deductions, and estimates. Filing is the last step.

  • One named advisor

    A senior professional who knows your file. No handoffs between strangers.

  • Built for complex situations

    Multi-entity, multi-state, high-income, and mixed personal and business finances.

  • Flat fees, in writing

    Scope, deliverables, and price agreed before work begins. No hourly billing.

Client voices

834 reviews. 812 of them five stars.

Clients name the person who helped them and the problem that got fixed.

4.9 on Google and Yelp

  • Best tax preparation service I have used. Mauricio really takes care of his clients.
    Juan M.Google review, Apr 2025. Helped by Mauricio
  • Mauricio literally saved the day and was so accommodating to my last minute requests.
    Christine H.Yelp review, Sep 2026. Helped by Mauricio
  • I don't know how I would do it without Mauricio and his team.
    Rafael R.Google review, Jun 2026. Helped by Mauricio and team
  • Alondra is amazing! She took the time to explain everything to me in detail.
    Valerie M.Google review, Mar 2026. Helped by Alondra
  • Mauricio will educate you on how to save money on your taxes and do it RIGHT!
    Chelsea J.Google review, Oct 2025. Helped by Mauricio
  • Thank you for your patience, expertise, and easygoing professionalism throughout tax season.
    Danielle C.Google review, Apr 2026. Helped by Jose Delgado
  • Mauricio did an excellent job walking me through the tax filing process being a property owner.
    Cynthia R.Google review, Apr 2026. Helped by Mauricio
  • Mauricio, is amazing! Very knowledgeable & professional.
    Ron B.Google review, Oct 2025. Helped by Mauricio
  • Mauricio and his team is the Best in the tax industry!
    Marisol V.Google review, Mar 2026. Helped by Mauricio and team
  • Professional, and easy place to get your taxes done!! Recommended.
    Donald S.Google review, 2026
  • I cant express how happy I am with Mauricio and his team.
    Peter F.Google review, Oct 2025. Helped by Mauricio and team
  • Both Christian and Mauricio were great.
    Javier P.Google review, Mar 2026. Helped by Christian and Mauricio
  • Mauricio did an amazing job helping us with our taxes.
    Theresa B.Google review, Oct 2025. Helped by Mauricio
  • Mari was so knowledgeable.
    TeresaGoogle review, Nov 2025. Helped by Mari
  • Mauricio and Alondra were of great help!
    DrewGoogle review, Jan 2026. Helped by Mauricio and Alondra
  • Mauricio and his team are amazing.
    Lizbeth P.Google review, Oct 2025. Helped by Mauricio and team

From the Bay to San Diego

Now serving all of California.

One online team, every California county. More states coming soon: Texas, Arizona, Florida.

Whatever your industry, it starts the same way: a free call with the online team.

Common questions

Answers, up front.

Don't see yours? Call the online team. A real person picks up.

What is tax resolution and when do I need it?

Tax resolution is resolving a problem with the IRS or the state: back taxes, unfiled returns, audits, liens, levies, or garnishments. If you've received a notice you don't understand, or a balance you can't pay, that's the time to call.

Do I have to come into the office?

No. We serve clients anywhere in California online, by phone and video, with secure document upload and e-signature. Most clients never visit an office. For complex or high-value matters, the owner meets clients in person by appointment, with a $250 consultation fee.

How are your fees structured?

Flat fees, quoted in writing before work begins, with no hourly billing. The first 30-minute online consultation is free.

Can you represent me before the IRS?

Yes. We file a power of attorney and handle IRS and state communication on your behalf, including audits, notices, and collection actions.

Can you take over mid-year if I already have a tax preparer?

Yes. We review what's been filed and what's in progress, then pick up from there. Switching mid-year often uncovers savings for the current year.

Do you speak Spanish?

Yes. Our team serves clients in English and Spanish.

Get started

Start your free online consult.

Tell us what's going on. A senior advisor will reply within one business day, by phone or video, wherever you are in California.

Free advisor match
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Rather talk now? Call now