Tax Preparation for Individuals, Businesses & Nonprofits

Clear tax help for everyday filings—and the complex ones

Whether you are filing a W-2 return, running a small business, managing a nonprofit, or handling international reporting, we bring the same careful process and plain-language guidance.

Secure Client PortalEncrypted document upload
Acceptance AgentITIN application support
QuickBooks CertifiedBookkeeping & payroll
Bilingual ServiceEnglish & 中文

Our Services

Find the help you need

Personal and business returns, international reporting, and help with tax notices.

Primary Service 01

Individual Tax Preparation

Federal and state returns for individuals and families, including visa, investment, rental, multi-state, and amended-return situations.

  • Forms 1040 and 1040-NR
  • Students, scholars, and visa transitions
  • Investments, rentals, and prior-year corrections
View individual tax services →

Primary Service 02

Small Business Tax & Bookkeeping

Tax returns and supporting records for sole proprietors, LLCs, partnerships, S corporations, and C corporations.

  • Schedule C, 1065, 1120-S, and 1120
  • QuickBooks, payroll, 1099s, and W-2s
  • Entity elections and final filings
View small business services →

Primary Service 03

Nonprofit & Form 990 Compliance

Annual information returns for nonprofits, associations, labor organizations, and other tax-exempt entities.

  • Forms 990 and 990-EZ
  • Schedules C, D, O, and other required schedules
  • California Form 199
View nonprofit tax services →

Focused Specialty

International Tax & Foreign Reporting

Separate reporting for foreign gifts, accounts, assets, companies, and missed international filings.

  • Form 3520
  • FBAR and Form 8938
  • Forms 5471/5472 and streamlined procedures
View international tax services →

Focused Specialty

IRS & State Tax Notice Help

Structured review and response support for notices, refund issues, adjustments, and corrections.

  • IRS, FTB, and EDD letters
  • Refund and identity-verification issues
  • Amended returns when included
View notice-response services →

Focused Specialty

ITIN Applications

Form W-7 and identification-document coordination with a Certified Acceptance Agent.

  • New applications and renewals
  • Identification-document review
  • Tax-return coordination
View ITIN services →

What you can expect

Our commitments to you.

Clear scope

Before work begins, we confirm the services, fees, and next steps.

Plain-language communication

Understand which records are needed and why they matter.

An organized process

Exchange documents through the client portal and keep final filings together.

Our Process

Clear scope. No surprises.

Every engagement starts with a defined scope and a written engagement letter — so you always know what is included and what happens next.

Tell us the situation

Submit a short inquiry with the service, tax years, states, and any known deadline.

Receive scope & quote

We identify the required forms, tax years, and deadlines, then send an engagement letter before work begins.

Upload securely

Share documents, review drafts, and sign forms through our secure client portal.

Review & file

We prepare the filings, walk you through key items, and file electronically or by mail as appropriate.

Keep records organized

You receive final copies and guidance on what to keep for future tax years.


Have a tax question on your mind?

Tell us what is going on. We will reply with the forms involved, a clear scope, and a quote — no pressure, no jargon.

Get a Quote