4.9834 reviewsNow serving all of California
Eight services.One advisor.One file.
Your books, your returns, your entity, and your IRS history all affect each other. Having them in one place, online, is how problems get caught early and savings don't slip through.
- “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.
What we do
Pick a service, or let us point you to the right one.
Every engagement starts the same way: a free online consult and a flat fee in writing.
- Most requested
Tax Resolution
You get a clear plan, a fixed fee, and one point of contact. From the day you sign, every IRS and state call and letter comes to us, not you.
- IRS audits and examinations
- Back taxes and unfiled returns
- Liens, levies, and wage garnishments
- Offer in Compromise
Tax Planning & Preparation
Most tax savings are decided before December 31, not in April. We plan with you during the year so the return is the easy part.
Learn moreAccounting Services
Full-charge accounting, financial statements, and a dependable month-end close. Your numbers are ready when a lender, buyer, or auditor asks.
Learn moreBookkeeping
Every transaction reconciled and categorized each month, so you know your cash position today and tax time holds no surprises.
Learn moreEstate & Trust Tax
Fiduciary returns, estate tax strategy, and trust filings handled carefully, so family wealth passes on with as little tax and as much clarity as possible.
Learn moreRetirement Planning
Retirement plans, Roth conversions, Social Security timing, and withdrawals, planned so your savings keep more of what you earned.
Learn moreBusiness Advisory & Strategy
Growth, cash flow, and exit planning that turns your numbers into a roadmap, with an advisor who already knows your books and your taxes.
Learn moreEntity Structuring & Succession
LLC, S-corp, or holding structure, chosen from your actual numbers, then formed, documented, and reviewed as you grow.
Learn more
Not sure which service fits? The online team will tell you in plain terms, free.
Online, statewide
Start online. From anywhere in California.
No office visit, no waiting room. Our online team handles everything by phone and video, with secure upload and e-signature.
- 01
Call or book
Talk to the online team today, or book a free 30-minute consult.
- 02
Upload and sign
Send documents securely and e-sign from your phone or computer.
- 03
We take it from here
We handle the work and the IRS, and keep you updated.
Most clients start with a call
Call nowThe online team answers your questions, looks at your situation, and books your free consult. English and Spanish.
In-person meetings with the owner are by appointment only, for complex or high-value matters, with a $250 consultation fee.
Get started
Tell us what's going on.
A free 30-minute online consult with a senior advisor. We'll map the path forward and quote a flat fee.