Withholding review
Paychecks, bonuses, RSUs, and spouse income checked against expected tax.
Tax service · Irvine
Tax planning with clear next steps.
Focused planning for Irvine households and owners who want fewer surprises before the next filing deadline.
from $225planning session
30-60 minfocused review
year-enddecision support
Tax packetTax planningQuotefrom $225What's included
Built for the details that matter.
Withholding, estimates, entity choices, and year-end moves.
Quarterly estimate plan
We map suggested estimate timing for contractors, owners, and investment income.
Year-end checklist
Retirement, charitable, business, and timing items reviewed before December closes.
Entity discussion
We explain when entity cleanup or a separate legal review may be worth considering.
Scenario comparison
Side-by-side estimates help you understand tradeoffs before making a move.
Action memo
You receive a concise summary of recommended next steps and open questions.
How it works
A calm filing process, start to finish.
Intake
Upload documents or schedule a quick drop-off. We tell you what is missing.
Quote
We review the scope and give you a flat fee before starting.
Prepare
Your return is prepared, reviewed, and checked for planning notes.
File
You approve, we e-file, and your copy stays organized for later.
Flat fees, quoted upfront
No hourly billing. No surprises.
We price by scope and show you the fee before prep starts.
Simple
W-2 households, standard credits, clean filing
from $189
- ✓ Federal and California return
- ✓ Secure document upload
- ✓ Basic credit and withholding check
- ✓ CPA-reviewed before filing
Most families
Standard
Most families, 1099s, investments, itemized deductions
from $345
- ✓ Itemized deductions and credits
- ✓ 1099 and investment income
- ✓ Schedule C or limited side income
- ✓ Plain-English review call
Complex
Business, rental, equity comp, and catch-up work
from $650
- ✓ Schedule C, E, K-1, or entity support
- ✓ Prior-year or notice coordination
- ✓ Estimate and planning guidance
- ✓ Priority review for tight deadlines
Questions
Good to know.
Can't find it? Call us — a real person answers.
Tax season doesn't have to be the worst week of your year.
Start with a quick consult and a clear next step.