Individuals & families
Employees, families, investors, rental-property owners, retirees, and people filing in more than one state.
Individual tax services →Who We Help
Tax support for individuals, families, small businesses, and nonprofits
We handle routine domestic filings as thoughtfully as specialized international work. Start with the situation that best describes you.
Who We Serve
Tax services built around your filing needs
We support individuals and families, self-employed professionals, small businesses, nonprofits, and clients with international tax matters.
Self-employed & small businesses
Schedule C filers, LLCs, partnerships, S corporations, and closely held companies needing tax, books, or payroll support.
Small business services →Nonprofits & associations
Organizations needing Forms 990 or 990-EZ, supporting schedules, and applicable California filings.
Nonprofit tax services →International taxpayers
Students, professionals, families, and business owners with visa, residency, foreign-asset, or overseas-reporting questions.
International tax services →Primary Filing Services
Start with the return you need to file
Related work is grouped under the return it supports, so the service scope is easier to understand and quote.
Individuals & Families
Individual Tax Preparation
Personal federal and state returns, including students and visa holders, investments, rental property, multi-state income, and amended returns.
- Forms 1040 and 1040-NR
- Student and visa tax situations
- Investments, rentals, and multi-state filings
Owner-Operated Businesses
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
- Bookkeeping, payroll, 1099s, and W-2s
- Entity elections, registrations, and final filings
Tax-Exempt Organizations
Nonprofit & Form 990 Compliance
Annual information returns and supporting schedules 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
Independent Services
Services that cross personal and business filings
These areas receive separate pages because the work may sit outside a standard income tax return or require a distinct engagement.
International Tax & Foreign Reporting
Foreign gifts, accounts, assets, companies, and missed international filings.
- Form 3520
- FBAR and Form 8938
- Forms 5471/5472 and streamlined procedures
Tax Notice Help & Corrections
IRS, FTB, EDD, refund, identity-verification, and amended-return matters.
- Notice and deadline review
- Written response support
- Corrections when included
ITIN Applications
Form W-7 and identification-document coordination with a Certified Acceptance Agent.
- New applications and renewals
- Document review
- Tax-return coordination
Quick Guide
Which page should I start with?
W-2, investments, rental property, student or visa taxIndividual Tax
Schedule C, LLC, partnership, corporation, books or payrollSmall Business Tax
Form 990, Form 990-EZ, tax-exempt organization, association, or labor unionNonprofit & Form 990
Foreign account, foreign gift, overseas company, or missed reportingInternational Tax
IRS or state letter, refund issue, adjustment, or amendmentTax Notice Help
U.S. taxpayer identification number needed and no SSN eligibilityITIN Applications
Not Sure Where to Start?
Send a short case summary
Choose “Not sure” and provide the tax years, states, and any known deadline. We will identify the right starting service.