4.9834 reviewsNow serving all of California
Books that areready foran audit.
We reconcile your books every month and document the deductions as they happen. When a lender, an auditor, or a buyer asks for numbers, you already have them.
- “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.
Why it matters.
Audits are rarely about one big mistake. They're about records that can't back up the return. Clean monthly books turn an audit from a fight into a formality, and they make every other decision easier.
Monthly reconciliation
Every bank, card, and loan account matched to statements, every month.
Deductions documented
Receipts, mileage, and home office records captured when they happen, not in April.
Financial statements you can use
Profit and loss, balance sheet, and cash flow in plain English.
Catch-up and clean-up
Behind by a year or more? We rebuild the books and get you current.
How it works
Three steps, all online.
- 01
Books review
We look at where your books stand and what's missing.
- 02
Clean-up
We fix categories, reconcile old periods, and set up a clean chart of accounts.
- 03
Monthly close
Reconciled books and a short report every month, with a named advisor.
Where this shows up
Services built on it.

Monthly reconciliation and categorization. Audit-ready books, no year-end scramble.
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Full-charge accounting, financial statements, and month-end close.
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Back taxes, liens, levies, audits, and IRS disputes. We take over the calls and letters.
Learn moreIn their words
Common questions.
What software do you use?
We work in QuickBooks Online and Xero, and we can move you over if you're on spreadsheets.
Can you fix books that are years behind?
Yes. Catch-up bookkeeping is common for us, and it's often the first step in resolving an IRS problem.
Our approach
Five more ways we work.
- IRS RepresentationPower of attorney on day one. Every IRS and state call and letter comes to us.
- Strategy Before FilingQuarterly check-ins on income, deductions, and estimates. Filing is the last step.
- Direct Advisor AccessA senior professional who knows your file. No handoffs between strangers.
- Built for Complex NeedsMulti-entity, multi-state, high-income, and mixed personal and business finances.
- Transparent EngagementScope, deliverables, and price agreed before work begins. No hourly billing.
Questions about your situation? Talk to the online team today.
Get started
See how this works for you.
A free 30-minute online consult with a senior advisor, anywhere in California.
