Services
What we do.
We concentrate on three areas and go deep in each. Below is the complete list. If something you need isn't here, ask anyway.
Our three service areas
Tax Preparation
- Individual returns
- Business returns
- U.S. returns for expatriates
- Trust returns
- Gift tax returns
- Estate tax returns
Tax Planning
- Ongoing tax planning
- Tax-reduction strategy
- Year-end tax review
Business Advisory
- Tax-efficient entity structuring
- Bookkeeping and payroll
- Statement of Information and business license renewals
- Form 571-L Business Property Statements
- Bill pay and tax payments
- Coordinated R&D credit, cost segregation, and 1031 exchange work
Who this is for
Owners, families, and the industries we know.
Our clients are mostly small business owners and high-net-worth individuals, historically in Ventura and Los Angeles Counties and today across the country. Many are both, which is exactly the situation we're built for: one firm looking at the business and the household together.
Industries we know well
- Entertainment
- Healthcare
- Hospitality & Restaurants
- Professional Services
- Talent Management & Content Creators
- Real Estate
- Construction
- Manufacturing
- E-Commerce
What we don't do. Audits and attest work, nonprofit organizations, or foreign tax filings (we prepare U.S. returns for Americans abroad, but not filings for other countries).
Ready to talk it through?
Tell us what's going on and we'll suggest where to begin. The first conversation is free.
No cost, no pressure, no obligation
What happens when you reach out
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You send a short note or call
A few sentences about your situation is plenty. You don't need to gather documents or know the right terminology.
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We get back to you
You'll hear from a member of our team, not an automated reply.
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We talk about whether we're a fit
The first conversation is free. We'll tell you plainly what we can help with and what it would look like to work together.