Tax, bookkeeping, and advisory for Santa Monica businesses — fixed fees, quoted in writing, no surprise invoices.
Tax, books, payroll, and planning under one roof — so you stop stitching together a preparer, a bookkeeper, and a spreadsheet.
Federal and state returns for individuals and entities — reviewed and signed by a licensed CPA.
Monthly reconciliation and clean financials in QuickBooks or Xero.
LLC, S-Corp, and C-Corp filings with multi-state, payroll, and K-1 handling.
Payroll runs, filings, and sales-tax registration kept current across states.
Quarterly projections that lower next year's bill, not just file last year's.
Management reporting, cash-flow forecasting, and growth planning.
Local activity we're seeing reflected in new-client work this year.
Effective April 1, 2025, Santa Monica’s sales tax rose to 10.75%, forcing new businesses to update accounting systems for accurate reporting and compliance.
www.santamonica.gov ↗Fixed fees, confirmed in writing before any work begins. No hourly surprises.
A simple return is a fixed fee; business work is a monthly package. Fixed-fee quote up front.
Full price list across every service — CPA, tax, bookkeeping, business returns, payroll, and add-ons.
A short intake — your income, entity, and what you need. We review and send a fixed-fee quote in writing.
Send documents through a secure portal. A licensed CPA prepares and checks every deduction.
We walk you through it, answer questions, and e-file once you're happy. Year-round support after.
Tell us your situation and we'll send a transparent, written quote — usually within one business day.
Get your fixed-fee quote