Who We Help
Choose the group closest to your situation. Each page says what we do and what we do not promise.
Individuals & families
Personal tax preparation for families, in San Pablo, Concord, or remote.
Small businesses
Tax, bookkeeping, and payroll support for small businesses in the East Bay or remote.
Independent contractors
Help organizing Forms 1099 and preparing the return for independent contractors.
Restaurants & retail
Sales tax, payroll, and books for restaurants and retail businesses.
Churches & nonprofits
Formation and filing support for churches and nonprofits, in California or remote in all 50 states.
Corporations & LLCs
Entity setup, registered agent service, and annual filings for corporations and LLCs.
Ready when you are
Ready to get organized? Book an appointment today.
Pick a time that works for you — in person at San Pablo or Concord, or fully remote.