From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.

Tax advisory and accounting for SMBs

From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.

Looking to grow or scale your business? We take an analytical approach to helping our clients grow their business while keeping an eye on the factors that drive up the enterprise value.

Our firm specializes in accounting support for small businesses. Need help with QuickBooks or Xero? Contact us for more information on how we can support your business accounting needs.
It’s that time of year again! Please grab time on Brian’s calendar or reach out via email with preferred days and times and our office can confirm. Ahead of meeting, please be sure to have updated records for estimated tax planning. Let us know if you have any questions!
Continue ReadingJust a reminder for individuals, trusts, and C-Corporations on extension for tax year 2024 – filing deadline is 10/15. If we have not coordinated with you already, please reach out right away. Year-End Planning (yes, it’s already that time of year): Please grab time on Brian’s calendar (October through December). Note that full availability will […]
Continue ReadingS-Corporations and Partnership returns (on extension) are due 9/15/2025. If you have not already coordinated with our office to provide necessary details, please do so no later than 8/15/2025. Individual returns, C-Corporations, Trusts (on extension) are due 10/15/2025. Please coordinate with our office or upload documents and your organizer as soon as possible. 9/15 is […]
Continue ReadingAs we wait for legislative updates, this is a reminder for CA business owners who typically make the passthrough entity election (paying your individual taxes on profits at the business level). CA requires that you make an estimated tax payment NO LATER than 6/15 if you want to be able to make the election at […]
Continue ReadingJUNE 15th is the Q2 estimated tax deadline, just a friendly reminder. If you are looking for your quarterly vouchers, they are included in your client copy of your 2024 tax returns. Please reach out if you have any questions!
Continue ReadingA few quick notes as we approach the deadline: For those who have already completed 2024 taxes – A reminder for Q1 reviews and planning as needed. Advisory clients, please grab time on Brian’s calendar or send a request with your availability for 2025 planning. For those still working on 2024: We likely already filed […]
Continue Reading