Clear answers about your taxes, from people who know your file.
We prepare returns, keep books and plan ahead for households and small businesses. You’ll work with the same accountant every year.
Who we work with
Households
W-2 income, rental property, investments, a new baby or a move. Returns prepared and explained.
Small businesses
Sole proprietors, LLCs and S corporations with up to about 50 employees.
Self-employed and contractors
Quarterly estimates, deductions and records that hold up.
How we can help
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Individual tax preparation
Federal and state returns, prepared and reviewed by a second accountant before filing.
How we handle individual tax preparation -
Business tax returns
Returns for sole proprietors, partnerships, S corporations and C corporations.
How we handle business tax returns -
Bookkeeping
Monthly reconciliation and clean financial statements you can actually use.
How we handle bookkeeping -
Payroll
Payroll runs, filings and year-end forms for small teams.
How we handle payroll -
Tax planning
Year-round planning so April isn’t a surprise.
How we handle tax planning -
IRS and state notices
We read the letter, explain it and respond for you.
How we handle IRS and state notices
Who you’ll work with
- Photo to come Portrait of the partner at the office, plain background, natural expression.
Dana Whitfield
Founding partner
CPA
Focuses on small-business tax and planning.
- Photo to come Portrait matching the partner’s framing and light.
Marcus Ortega
Tax manager
Enrolled Agent
Handles individual returns and IRS correspondence.
- Photo to come Portrait matching the others.
Priya Anand
Bookkeeping lead
Runs monthly bookkeeping and payroll for business clients.
Working with us
Consultation
A free 20-minute call. We tell you whether we’re the right fit.
Engagement letter
A written scope and fixed fee, signed before work begins.
Secure document upload
Encrypted client portal. Please don’t email tax documents.
Review and file
We walk you through the return before filing.
What customers say
Common questions
How much does tax preparation cost?
Fees depend on the forms involved. We quote a fixed fee after the consultation, before any work starts.
Do I need to come into the office?
No. Most clients work with us by phone, video and the secure portal. In-person meetings are available.
When should I contact you?
For returns, as soon as your documents arrive. For planning, any time, and earlier is better.
Can you help with past-due returns?
Yes. We can prepare prior-year returns and help you contact the IRS or state.
Is my information secure?
Documents go through an encrypted portal, never email. Ask us about our data security practices.