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.
01
Do I need to come into the Irvine office?
No. Most clients upload securely and review by phone or video. In-person drop-off is available by appointment for clients who prefer a local handoff.
02
How do flat fees work?
We quote the fee after seeing the scope. You approve the price before prep starts, so there is no hourly surprise or open-ended meter.
03
What should I upload before my consult?
Start with prior-year returns, W-2s, 1099s, brokerage statements, mortgage interest, childcare details, business income and expenses, and any IRS or FTB notices.
04
Can you help if I am behind?
Yes. We start by identifying missing years and notices, then prioritize catch-up filing and payment-plan options when a balance is due.
05
Do you handle California FTB notices?
Yes. We help decode the notice, gather support, and respond or amend when needed. If a matter needs legal representation, we will tell you plainly.
06
Can you prepare returns with RSUs or ESPP sales?
Yes. We review W-2 reporting, brokerage statements, supplemental stock plan documents, and withholding so equity compensation is not treated like a basic stock sale.
07
Do you work with rental properties?
Yes. We prepare Schedule E returns and help organize rents, repairs, HOA dues, depreciation records, and sale-year documents when a property is sold.
08
What happens if I need an extension?
We can help prepare an extension estimate and explain what still needs to be paid by the original deadline. An extension gives more time to file, not more time to pay.
09
Can you help with quarterly estimated taxes?
Yes. We review current income, withholding, prior-year tax, and expected changes to suggest a practical estimate schedule for the year.
10
Are these prices final?
The listed amounts are starting points for this demo site. The actual quote depends on forms, records, deadlines, and whether catch-up or planning work is needed.
Tax season doesn't have to be the worst week of your year.
Start with a quick consult and a clear next step.