Tax Preparation & Bookkeeping in Folsom, CA
DON'T JUST FILE.
FORGE A PATH.
Tax returns, clean books, and a plan for the year ahead. One Folsom team, one monthly membership.
What we do
Tax, books, and planning. Under one roof.
The Methodology
Traditional vs Trailhead
Most firms work for the IRS. We have always worked for you.
Traditional Firms
- Transactional filing once a year
- Opaque hourly billing
- Reactive damage control
- Standard reporting
- Unpredictable invoices
The Trailhead Way
- Year-round strategy sessions
- Transparent monthly rates
- Forward-looking tax projections
- Priority advisor access
- Strategic trail maps
Looking for us in Folsom?
Membership Plans
Transparent Value.
Starting prices reflect base complexity. Your specific rate is set by your return and shown in your Ignition proposal.
Base
/ mo · varies by complexity
Core tax preparation for straightforward returns done right, filed on time, every year.
- Federal 1040 + state filing
- TaxDome client portal + e-signature
- Compliance calendar
- IRS & state notices: we read the letter and quote a flat fee
Ascent
/ mo · varies by complexity
For clients who want to understand where they're headed, not just where they've been.
- Everything in Base
- IRS & state Power of Attorney
- Return review meeting
- Written tax summary
- Tax planning session (1/year)
- Year-round advisory (1 hr/month)
- Routine IRS & state notices included for years we prepared (balance due, math error, missing information)
Summit
/ mo · varies by complexity
For clients who want to know their future tax liability and actively work to reduce it.
- Everything in Ascent
- Video return walkthrough
- In-depth Tax Action Plan
- Unlimited planning sessions
- All IRS & state notices included for years we prepared
- Exam coordination: we assess it, handle it in house if it is in our wheelhouse, or refer you to a resolution specialist and stay on as your preparer
Business Tax pricing
Base — $250/ mo · varies by complexity
S-Corp or partnership return plus your personal 1040, filed together, done right.
- S-Corp (1120S) or partnership (1065) filing
- Personal 1040 + state return included
- TaxDome client portal + e-signature
- Compliance calendar
- IRS & state notices: we read the letter and quote a flat fee
Ascent — $325/ mo · varies by complexity
Advisory access, planning sessions, and routine notices handled for business owners who want to stay ahead.
- Everything in Base
- IRS & state Power of Attorney
- Reasonable compensation analysis
- Return review meeting
- Written tax summary
- Tax planning session (1/year)
- Year-round advisory (1 hr/month)
- Routine IRS & state notices included for years we prepared (balance due, math error, missing information)
Summit — $550/ mo · varies by complexity
Full tax planning, every notice for years we prepared, and exam coordination for complex business situations.
- Everything in Ascent
- Video return walkthrough
- In-depth Tax Action Plan
- Unlimited planning sessions
- All IRS & state notices included for years we prepared
- Exam coordination: we assess it, handle it in house if it is in our wheelhouse, or refer you to a resolution specialist and stay on as your preparer
Bookkeeping pricing
Base — $500/ mo · scales with volume
Clean books, delivered monthly. P&L and balance sheet, quarterly review call.
- Monthly close once your statements and receipts are in
- P&L + Balance Sheet
- Up to 100 transactions / 3 accounts
- Quarterly review (30 min)
Ascent — $650/ mo · scales with volume
More volume and accounts, a cash flow statement, monthly check-ins, and a tax-ready trial balance at year-end.
- Everything in Base
- P&L + Balance Sheet + Cash Flow
- Up to 250 transactions / 6 accounts
- Monthly review (30 min)
- Tax-ready trial balance at year-end
Summit — $950/ mo · scales with volume
Unlimited scope, full advisory, custom dashboard, 1099 filing, and a year-end handoff meeting.
- Everything in Ascent
- Up to 500 transactions / unlimited accounts
- Custom reporting dashboard
- Monthly advisory call (60 min)
- Tax-ready package + handoff meeting
- 1099 tracking + filing
Return Complexity Add-ons
These stack on top of any tier, equally across Base, Ascent, and Summit.
All prices are starting rates. Your specific rate is shown in your Ignition proposal. Offers in compromise and collection cases are always referred to a resolution specialist. Book a call to discuss your situation.
01. Establishing Basecamp
Every peak is conquered through thorough prep. We map your starting coordinates, examine previous returns, and secure a locked-in base strategy.
02. Navigating the Ridge
Ascending the steep slopes requires precision. We structure tax-efficient entities, establish smart write-off loops, and navigate around liability crevasses.
03. The Summit View
Absolute strategy alignment. You reach the peak with clean, predictable quarterly models, automated advisory touchpoints, and total tax peace of mind.
Guides, tools, and straight answers.
What Is an MCP, and Why Would a Tax Firm Give You One?
An MCP lets your AI assistant ask a trusted source a real question. Ours will answer from books a human has reconciled: read-only, scoped to you, logged, revocable.
Read it How We WorkYour Tax Return Should Never Live in an Inbox
Email a return once and it lives forever in two inboxes and every synced device. What we will never send by email, how to spot a fake, and why we run our own portal.
Read it New CliniciansYou Just Formed a Professional Corporation. Now What?
For new California clinicians told to form a PC so a group practice can contract with them. What changed, what is due in year one, and what each structure really costs.
Read itSET YOUR
COURSE.
Tax seasons don't have to be vertical climbs through unknown blizzards. Get linked in with active oversight from our Folsom advisors.
Secure Direct Line
(916) 941-5286Encrypted Inbox
info@mytrailhead.taxBook Your Discovery Call
Thirty minutes with Clay to talk about where you are and where you want to be. We work ahead of deadlines instead of reacting to them, so this is a conversation about the year in front of you, not just the return behind you.