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4.9834 reviews

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.

  1. 01

    Books review

    We look at where your books stand and what's missing.

  2. 02

    Clean-up

    We fix categories, reconcile old periods, and set up a clean chart of accounts.

  3. 03

    Monthly close

    Reconciled books and a short report every month, with a named advisor.

In their words

Alondra is amazing! She took the time to explain everything to me in detail.
Valerie M.Google review, Mar 2026. Helped by Alondra
Mauricio and his team is the Best in the tax industry!
Marisol V.Google review, Mar 2026. Helped by Mauricio and team
Mauricio did an amazing job helping us with our taxes.
Theresa B.Google review, Oct 2025. Helped by Mauricio

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.

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.

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