4.9834 reviewsNow serving all of California
Strategybeforefiling.
Six principles guide every engagement. They're why clients stay with us for decades instead of shopping for a new preparer each spring.
- “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.
Our principles
Six principles.
IRS Representation
Power of attorney on day one. Every IRS and state call and letter comes to us.
How it worksAudit-Ready Year Round
Books reconciled monthly and deductions documented, ready for a lender or an auditor.
How it worksStrategy Before Filing
Quarterly check-ins on income, deductions, and estimates. Filing is the last step.
How it worksDirect Advisor Access
A senior professional who knows your file. No handoffs between strangers.
How it worksBuilt for Complex Needs
Multi-entity, multi-state, high-income, and mixed personal and business finances.
How it worksTransparent Engagement
Scope, deliverables, and price agreed before work begins. No hourly billing.
How it worksThe process
What working with us looks like.
- 01
We listen first
The first conversation is about your situation, risks, and goals. No pitch, no recommendations yet.
- 02
We plan before we file
Decisions, deadlines, and savings opportunities mapped out, with a flat fee in writing.
- 03
We handle the work
Preparation, filing, IRS contact, and follow-through. You stay informed without doing the legwork.
- 04
We stay in touch
Check-ins through the year, and the plan adjusts when your life or the tax rules change.
- average rating across 834 client reviews
- 4.9
- average rating across 834 client reviews
- years serving California owners and families
- 25+
- years serving California owners and families
- flat-fee engagements. No hourly billing.
- 100%
- flat-fee engagements. No hourly billing.
Common questions.
Do you only work with businesses, or individuals too?
Both. Many clients are business owners whose personal and business taxes are tied together, and we handle them as one picture. We also work with individuals and families, including high-net-worth households.
Will I actually speak with the person doing my return?
Yes. You have a named senior advisor who knows your file. Our online team answers the phone and gets you to the right person quickly.
How is your fee structured?
Flat fees, quoted in writing before work begins, with scope and deliverables spelled out. No hourly billing and no surprise invoices.
What does strategy before filing actually mean for me?
We look at your income, deductions, entity, and estimated payments during the year, while there's still time to change the outcome. By the time we file, the savings are already locked in.
Can you represent me if I already have a notice or audit underway?
Yes. We file a power of attorney and step in wherever your case stands, whether it's a first notice or an audit in progress.
Questions about your situation? Talk to the online team today.
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See if we're the right fit.
Free 30-minute online consult. Share your situation and goals, and get an honest read on fit and cost.