Bookkeeping
Personal bookkeeping
Help keeping your household's records in order through the year, so tax time means sending books that are already organized. Tell us what you'd like kept and we'll quote it in a consultation.
Free consultation
What we handle
Kept in order all year
- Household income and expense tracking
- Receipts and deductions sorted by category
- Rental property income and expenses
- Side income and 1099 records
- A year-end summary ready for your return
Priced to what you need
Every household keeps different records, so this one is quoted after a short consultation rather than at a flat rate.
How it works
Four steps, all from home
Step 1 of 4
Step 1: Reach out
Reach out to us by email, text, or phone call. Our team is here to listen and support you, even beyond the busy tax season. We're committed to being available whenever you need assistance.
Step 2 of 4
Step 2: Upload securely
Easily upload a photo, an Excel worksheet, or a PDF from your phone or computer. Experience the convenience of securely submitting your documents through your personal client portal.
Step 3 of 4
Step 3: We prepare
Our dedicated team of experts carefully reviews your files to make sure every detail is fully understood. We'll reach out with any questions to clarify specific points or ask for additional information.
Step 4 of 4
Step 4: You approve
Take the time to carefully review the final documents. Once you have checked everything, sign them digitally. After that, we handle the filing and finalization on your behalf, making sure everything is submitted correctly.
Questions
What people ask first
Are you only open during tax season?
No. We work 365 days a year on taxes and accounting: payroll, quarterly estimated taxes, prior-year and amended returns, business formation, and IRS letters all happen outside April too.
How do I send my documents?
Start with our short form or an email. We'll reply within 24 hours with how to upload your documents securely. A photo, an Excel worksheet or a PDF all work. Please don't email Social Security numbers or tax documents before we've sent you the secure way to share them.
Do I need to come to an office?
No. Everything happens remotely: you send your documents from your phone or computer, we prepare your return, and you review and sign it digitally. We do have offices in Garden Grove and Anaheim.
Ready to hand over your taxes?
Book a free consultation or start your return. We reply to every request within 24 hours.