Your tax and accounting concierge offering a bespoke virtual service.
Form 1040 - Individuals
Form 1041 - Trust & Estates
Form 1065 - LLC & Partnership
Form 1120 - C Corp
Form 1120S - S Corp
Form 706 - Estate Tax
Form 709 - Gift Tax
Form 990 & Form 1023 - Exempt Organizations
Form 5500 - Employee Benefit Plans
B2B - exceptional Preparation & Review services
California Sales Tax returns
Ellen communicates with the IRS, FTB, EDD, & CDTFA on your behalf
Responding to notices
Assisting Non-Filers in becoming compliant, rapidly
Examination/Audit Representation
Collections issues: Installment Plans, CNC, & OIC for those who qualify
Successful case resolutions with IRS, FTB, EDD, CDTFA
IRS transcript monitoring service
Tax Research & Consulting
Trusts & Estates, support for new Trustees/Executors
Real estate and rental properties
§1031 exchanges
Stock options & restricted stock
Cryptocurrency
Passthrough K-1s
Sole proprietors/entrepreneurs
Multistate & year-of-move
Estimates & Projections
Family & closely held businesses
Business startups and windups
Planning and coordination with your other Trusted Advisors
Applying for exemption and support to help boards stay exempt
Interface directly with your Quickbooks Online
Financial statement writeups from bank statements
Design and implementation of accounting and management systems
Leveraging apps, AI, & Robotic Process Automation tools to maximize efficiency and accuracy
Family CFO services
PO Box 1791
Pacifica, CA 94044