Services 服务

Full-service accounting, priced before we start

Every engagement begins with a scope conversation and a flat-fee quote, so you never open an invoice you did not expect.

Tobi Li Marshall CPA team reviewing client tax documents

Tax Preparation 税务申报

Federal and multi-state returns for individuals, S-corps, C-corps, partnerships and trusts. Every return is reviewed by a licensed CPA before it is filed.

  • Individual 1040 and Schedule C
  • 1120, 1120-S and 1065 returns
  • Amended and prior-year filings

Bookkeeping & Accounting 商业记账

Monthly reconciliations, cleanup of historical books and financial statements delivered in plain English.

  • QuickBooks and Xero setup
  • Monthly P&L and balance sheet
  • Catch-up and cleanup projects

Payroll 员工薪资

Run payroll on any schedule with all federal and California filings handled for you.

  • Direct deposit and pay stubs
  • 941, DE-9 and annual filings
  • W-2 and 1099 preparation

Tax Planning 税务筹划

Quarterly planning sessions so April holds no surprises, plus strategies matched to your entity and family situation.

  • Entity selection and S-corp elections
  • Retirement and health plan structuring
  • Employing family members

IRS & State Resolution 税务解决

We take over the correspondence, represent you before the IRS and FTB, and negotiate a workable outcome.

  • Notice and audit representation
  • Installment agreements
  • Offers in compromise and penalty abatement

Entity Formation 公司成立

Incorporate, elect, restructure or dissolve — with the tax consequences modeled before you sign.

  • LLC and corporation formation
  • EIN and state registration
  • Dissolution and final returns

Pricing

Monthly packages

Prefer a one-off return? Individual filings start at $350 and business returns at $850.

Essentials

Sole proprietors and single-member LLCs.

$295

per month

  • Monthly bookkeeping
  • Quarterly check-in
  • Annual personal return
Request a quote
Most chosen

Business

Growing S-corps with a small team.

$595

per month

  • Everything in Essentials
  • Payroll for up to 10 employees
  • Business return included
  • Quarterly tax planning
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Advisory

Multi-entity and complex situations.

Custom

quoted per engagement

  • Multi-entity consolidation
  • CFO-level advisory calls
  • IRS representation included
Request a quote