Entrepreneur Plan for Business (not a company) “Start with Confidence”

This plan offers administrative and tax assistance tailored to the reality of each business, with support throughout the year. We ensure that your financial information remains organized and up-to-date, ensuring compliance with essential records and administrative requirements, as well as federal and state tax obligations. With this support, your business avoids penalties and unnecessary costs, and gains the peace of mind to focus on growing, innovating, and achieving its goals. All of this under a clear and accessible monthly fee.

It is designed for formally established businesses (LLC, S-Corp, C-Corp, and Partnerships) that seek to keep their payroll, accounting, administrative obligations, and taxes in order with reliable guidance to drive their growth, all in one place.

• Basic explanation of business structure options and their tax implications.
• Assistance with basic administrative procedures (EIN, CDTFA, local licenses, tax registrations).
• Support in reviewing and responding to government letters related to tax issues.
• Preparation of estimated federal quarterly payments (1040-ES).
• Bookkeeping (basic accounting support).
• Preparation and filing of quarterly sales tax returns in California (CDTFA).
• Estimated tax calculation.
• Annual federal income tax return (Form 1040 with Schedule C, 1099, etc.).
• Annual California state tax return.
• 1 annual 1-hour meeting with a tax preparation professional.

📅 Schedule your free consultation today

Entrepreneur Plan for small and medium-sized businesses "Grow with Confidence"

This plan offers administrative and tax assistance tailored to the reality of each business, with support throughout the year. We ensure that your financial information remains organized and up-to-date, ensuring compliance with essential records and administrative requirements, as well as federal and state tax obligations. With this support, your business avoids penalties and unnecessary costs, and gains the peace of mind to focus on growing, innovating, and achieving its goals. All of this under a clear and accessible monthly fee.

It is designed for formally established businesses (LLC, S-Corp, C-Corp, and Partnerships) that seek to keep their payroll, accounting, administrative obligations, and taxes in order with reliable guidance to drive their growth, all in one place.

📅 Schedule your free consultation today

• Basic explanation of business structures and their tax/administrative implications.
• Assistance with basic procedures (EIN, CDTFA, local licenses, state registrations).
• Submission of the Beneficial Ownership Information Report (BOI).
• Annual submission and update of the Statement of Information to the State.
• Support in reviewing and responding to government notifications related to taxes.
• Accounting support (Bookkeeping).
• Payroll management.
• Preparation and submission of quarterly sales tax returns (CDTFA).
• Calculation and preparation of estimated quarterly federal tax payments.
• Preparation and submission of business tax returns (federal and state).
• Annual individual tax returns (federal and state).
• 2 annual meetings of 1 hour with a tax preparation professional.