4.9834 reviewsNow serving all of California
Multiple entities.Multiple states.One plan.
Several companies, rentals, partnerships, trusts, income in more than one state, or a mix of personal and business money. That's where most preparers stop and where we're at our best.
- “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.
Complexity is where costly mistakes hide: missed K-1s, double-taxed income across states, basis errors, and payroll problems that turn into personal liability. One team that sees the whole picture closes those gaps.
Multi-entity groups
C-corps, S-corps, partnerships, and holding companies filed and planned together.
Multi-state income
Nexus, apportionment, and residency handled so income isn't taxed twice.
Real estate and rentals
Depreciation, cost segregation questions, 1031 timing, and passive loss rules.
Trusts and estates
Fiduciary returns, gift tax, and beneficiary K-1s coordinated with your plan.
How it works
Three steps, all online.
- 01
Map the structure
We chart every entity, account, and state you touch.
- 02
Find the gaps
Missed filings, double taxation, and risk areas, flagged with fixes.
- 03
Run it together
One calendar, one team, and one set of numbers across everything.
Where this shows up
Services built on it.
LLC, S-corp, trust, and holding structures chosen for your numbers.
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Trust, estate, gift, and fiduciary returns, coordinated with your attorney.
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Full-charge accounting, financial statements, and month-end close.
Learn moreIn their words
Common questions.
How many entities is too many for you?
There isn't a limit. Many clients have three or more companies plus personal real estate.
Do you handle out-of-state income?
Yes. California residents with income in other states, and owners whose businesses operate across state lines.
Our approach
Five more ways we work.
- IRS RepresentationPower of attorney on day one. Every IRS and state call and letter comes to us.
- Audit-Ready Year RoundBooks reconciled monthly and deductions documented, ready for a lender or an auditor.
- 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.
- 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.