Tax preparation that makes April a formality

“I’m terrified of tax season and missing deductions.” If that sounds like you, the problem is rarely the return. It is the timing. Most owners first call an accountant in April, when the year is already closed and the options are gone. We would rather have that conversation in June, while there is still time to change the number.

Planning that runs all year

We plan ahead, with the business and your personal finances on the same table. That is how April becomes a formality instead of a cliff, and why you hear what you will owe long before anything is due. No surprises: you know the number before the deadline does. Our mid-year tax review checklist shows what one of those conversations covers.

What’s included

• Planning sessions ahead of the deadline, business and personal together, on a schedule that fits your package.
• Business returns: S corporation (Form 1120-S), partnership (Form 1065), C corporation (Form 1120), and sole proprietors and single-member owners reporting on Schedule C.
• Personal returns (Form 1040) prepared alongside the business return, so the two agree with each other.
• S-corp election analysis. Whether electing S-corp status saves you money depends on your profit, your salary, and California’s 1.5% S-corp tax. Try the free S-corp vs. LLC calculator, then bring us the result and we will run your actual numbers. For the thinking behind it, read S corp vs. LLC in California.
• Estimated taxes on a calendar. Quarterly payments are scheduled and calculated ahead of time, not discovered on the due date. Every date is in our 2026 California tax deadline calendar, and here is how we get the number right.
• Deductions captured during the year, while the records are fresh, instead of reconstructed from a shoebox.
• IRS and FTB notices answered on time. If a letter arrives, bring it to us. Our guide to IRS and FTB notices explains what each one means and what to do first.
• Back and amended returns, for years that were never filed or returns that need correcting.

Getting ready to file

Tax preparation goes fastest when the books are already current, which is why it pairs naturally with our bookkeeping service. If you are starting from scratch, our what-to-bring checklist for La Crescenta lists everything we will ask for.

Common questions

When should we start planning?

Now is a good answer, and June is better than April. We plan ahead, on a schedule that fits your package, so the number is never a surprise.

Do you handle my personal return as well as the business?

Yes. Business and personal are planned together in the same sessions, which is how the whole picture stays consistent.

What if I get a letter from the IRS or the FTB?

Send it to us right away. Notices are answered on time, and you will know what the letter means and what comes next.