Tax & Compliance Services

Tax preparation for Individual and Sole Proprietorships

Specializing in individual returns, rental properties, investment income, sole proprietorships, and more

Out of State Returns


You generally need to file a nonresident tax return for each state in which you worked but did not reside. We have you handled with filing any out of state tax return.

Estimated tax projections, education, planning

Specializing in understanding your tax situation and helping you plan for the upcoming year.

IRS/FTB Audit assistance


If you've received a notice from the IRS we can help you assess and respond to any inquiries.

Offer in Compromise


An offer in compromise allows you to settle your tax debt for less than the full amount you owe. It may be an option if you can't pay your full tax liability.

Late filings & Payment Plans


We have the ability to file all prior year tax returns and can also help you set up a payment plan with the IRS.

Helpful Links

Track Federal Refund

Where's My Refund?

San Diego Tax Certificates

Business Tax/Rental Unit Business Tax

Client Portal

SmartVault

IRS online payment plan

Apply Online for a Payment Plan

Withholding estimator

IRS Tax Withholding Estimator