What we do

Tax, books, and planning. Under one roof.

Six services from one small team in Folsom. Your bookkeeper, your preparer, and your planner sit in the same room, so nothing gets lost between them.

Individual Tax Preparation

Your 1040 and state return, filed right and on time, with a real person who answers.

S-Corp and partnership returns, filed together with your personal return by one team.

Clean monthly books in QuickBooks Online, closed on a date you can count on.

Know your number before the year ends, and have a plan to change it.

Owner payroll and first hires, set up in Gusto and done right the first time.

Notices and correspondence handled by an Enrolled Agent. Included for Ascent and Summit members.

Thirty minutes, no pitch. We will tell you which tier fits, or that you do not need us yet.