4.9834 reviewsNow serving all of California
Plan the year,then filewith confidence.
By the time you file, most tax decisions are already made. We meet during the year to adjust income, deductions, entity setup, and estimates while they can still change the result.
- “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.
Preparing a return is reporting history. Planning is changing it. Owners who plan during the year routinely keep money that filing-season-only clients leave on the table.
Quarterly planning calls
Income, deductions, and estimates reviewed while there's still time to act.
Entity and pay strategy
S-corp elections, reasonable salary, and owner pay set for the lowest legal tax.
Retirement contributions
401(k), SEP, and defined benefit plans sized to your cash flow and goals.
No surprises in April
Estimated payments set so the filing season holds no shocks.
How it works
Three steps, all online.
- 01
Baseline review
We review last year's returns and this year's numbers to date.
- 02
Plan
A written plan with the moves, the deadlines, and the estimated savings.
- 03
Check-ins
Quarterly calls to adjust as income changes, then a clean filing.
Where this shows up
Services built on it.
Year-round strategy and accurate filing for business and personal returns.
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LLC, S-corp, trust, and holding structures chosen for your numbers.
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401(k), SEP, defined benefit plans, and Roth conversions, planned around taxes.
Learn moreIn their words
Common questions.
When should planning start?
Now. The earlier in the year, the more options you have. December planning still helps, but it's narrower.
Is planning only for businesses?
No. High-income households with investments, rentals, or equity compensation benefit just as much.
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.
- 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.