Business Details
Trusted Tax & Accounting Services for Businesses and Individuals
Founded by seasoned professionals from boutique tax firms, our firm specializes in delivering tailored tax and accounting solutions for real estate investors, small business owners, and individuals. With over a decade of experience, we combine technical expertise in tax planning, retirement analysis, and entity structuring with a commitment to client education. Our virtual services eliminate the need for in-person meetings, allowing clients to manage their taxes securely online through document portals and e-signatures.We prioritize personalized service, offering 'mini' tax planning sessions with every return to help clients understand their financial landscape and implement strategies for long-term savings. Our team's background in complex tax issues, including multi-state filings and real estate transactions, positions us to address diverse client needs with precision and clarity.
Services
Personal Tax Returns
Business Tax Returns
Bookkeeping
Tax Planning
Virtual Tax Services
Highlights and features
- We offer specialized expertise in real estate and small business taxation with over 10 years of experience.
- Our virtual services provide secure, paperless tax management accessible from any location.
- We integrate tax planning with every return to maximize long-term savings opportunities.
- Our team holds advanced credentials including Enrolled Agent and Certified Public Accountant designations.
- We serve niche markets like real estate syndicates and tech executives with complex tax needs.
Associations and certifications
- Enrolled Agent
- CPA
Services
Tax Return Preparation
We prepare federal and state tax returns for individuals, businesses, and real estate investors. Our process includes reviewing prior-year returns, calculating extensions, and identifying deductions. Specializing in multi-state filings and complex schedules like K-1 and Schedule C, we ensure compliance while optimizing tax outcomes.
Tax Planning
Our retainer-based planning service addresses entity structuring, retirement analysis, and tax-saving strategies. We help clients navigate life changes like property purchases or business expansions, providing actionable plans to reduce liabilities and improve financial positioning through year-round advisory support.
Bookkeeping
We offer monthly or quarterly bookkeeping for small businesses, including account reconciliation and financial statement preparation. Our cleanup services organize disarrayed records for tax readiness, with specialized analysis for real estate transactions and asset classifications to ensure accurate reporting.
Virtual Tax Services
Our virtual platform enables secure document sharing, e-signatures, and remote consultations. Clients avoid office visits through digital tools that streamline tax preparation, with access to organizers and spreadsheets for managing financial records from any location at any time.
Tax Education
We provide educational resources to demystify tax strategies for average taxpayers. Through blog articles and direct client consultations, we explain deductions, credits, and planning opportunities tailored to individual circumstances, empowering clients to make informed financial decisions.
People
Courtney Daron
Enrolled Agent
UCLA graduate with 10+ years in individual and business taxation, specializing in real estate and small business clients. Combines technical expertise with client-focused service, leveraging experience in retirement planning and entity structuring.
Joseph Daron
CPA
Cal State Fullerton graduate with 10+ years solving complex tax issues for multi-state and foreign clients. Focuses on real estate investors and small businesses, applying deep knowledge of tax law to optimize client outcomes.
Aubree Chambers
Client Services
UCSB graduate with extensive customer service experience, managing client relations and support. Brings organizational skills from linguistics and arts backgrounds to facilitate smooth client interactions and document management.
Questions
What tax services do you specialize in?
We specialize in personal and business tax returns, real estate taxation, entity structuring, and tax planning for small businesses and real estate investors.
Do you offer virtual tax preparation?
Yes, we provide fully virtual services including secure document sharing, e-signatures, and remote consultations to streamline your tax process.
How do you handle multi-state tax filings?
Our team has extensive experience with multi-state and foreign tax compliance, ensuring accurate reporting across jurisdictions while minimizing liabilities.
Can you help with real estate investor tax needs?
Yes, we specialize in real estate taxation including rental reporting, 1031 exchanges, cost segregation, and house-hacking strategies tailored to investor needs.
What bookkeeping options are available?
We offer monthly/quarterly bookkeeping, cleanup services, and financial statement preparation. Currently expanding capacity for new clients.
