Most small businesses end up with the numbers split across three people who never speak: a bookkeeper doing the monthly work, a preparer who appears in March, and the owner in the middle relaying messages. Things fall between them, and the advice arrives too late to act on.
Doing it under one roof removes that gap. The books are kept by the same firm that files the return, so the planning happens during the year — while there is still time for it to change the outcome.
Revenue is real, the return is no longer simple, and guessing has started to get expensive.
Payroll, distributions, and basis all interact. They need to be handled together, not separately.
Tired of relaying messages between a bookkeeper and a preparer who have never spoken.
We go through the books, the last return, and the entity setup, and tell you what is actually working.
You get a clear scope and a fixed monthly number covering the pieces you need.
Monthly work runs on schedule, and we flag tax-saving moves during the year while you can still act.
For most small businesses, what matters is that the books are accurate and the return is filed correctly by someone who knows the business. Tony is a CTEC Registered Tax Preparer and a former federal auditor with over a decade in accounting. If your situation genuinely calls for a CPA — an audit, an attestation engagement, certain financing requirements — we will tell you that plainly rather than take the work.
A bookkeeper records what happened. An accountant uses those records to file, plan, and advise. Hiring them separately is where most of the cost and confusion comes from, because neither one owns the full picture. We do both.
Sometimes, and it is one of the most oversold moves in small business tax. It can save real money once profit is consistently high enough to justify running payroll, and it costs you money below that threshold. We run the numbers on your actual profit before recommending it.
Yes, and most clients do both here. Business income flows onto the personal return, so filing them together is where the planning actually happens — estimated payments, retirement contributions, and timing decisions all depend on seeing both sides.
Only if you want to. Most clients work with us entirely remotely — documents shared securely, QuickBooks access, phone and email. We are based in Rancho Murieta and meet local clients in person around the Sacramento area.
The first conversation is free, and you will get a straight answer on whether we are the right fit.
