Accurate taxes.
Clean books.
Peace of mind.
Professional tax preparation, dependable bookkeeping, and practical financial education for real estate investors, W-2 earners with side businesses or rentals, and smaller S-Corporations.
Book Free ConsultationPasadena HQ · Serving Clients Nationwide
Trusted by local professionals
“Mr. Glavinic is highly professional. I’m normally very stressed around tax time, but I was reassured every step of the way. All my questions were answered without confusing jargon.”
“I was impressed with Andrew from the first correspondence. He replies immediately and explains complex numbers thoroughly. I feel like I’m in excellent hands with such a communicative accountant.”
“I realized I had been overlooking deductions that could have saved me money. The process was fast, stress-free, and way more personalized than the DIY tax software I used to use.”
Tax, bookkeeping, and education that work together
Start with the service you need today. Each engagement has a clear scope, price, and next step—without forcing you into a premium package.
Tax Preparation & Planning
- Individual, rental, Schedule C, multi-state, and S-Corp returns.
- Accurate review of deductions and credits based on your records.
- Quarterly estimate planning and support with tax notices.
- Protection Plus included with eligible returns.
Monthly Bookkeeping
- Year-round QuickBooks management so your books stay tax-ready.
- Monthly account reconciliation and categorization.
- Historical cleanup services for past years.
- Accurate P&L reporting to track your profitability.
Financial Education & Small-Business Guidance
- Practical help with budgeting, cash flow, debt, and retirement-account basics.
- S-Corp readiness, payroll, and reasonable-compensation education.
- Hourly education sessions when the scope is a fit.
- Clear boundaries: no investment management or securities recommendations.
A simple, three-step start
Schedule Your Consultation
In a complimentary 30-minute consultation, we identify the right service, scope, timing, and price before paid work begins.
Share What We Need
Use the secure portal for tax or bookkeeping documents. For an education session, bring the questions and figures you want to understand.
Get the Work—and the Explanation
We complete the return, books, or education session and explain the result in plain language, including the next practical step.
Your Partner in Financial Clarity: Andrew J. Glavinic
I help real estate investors, W-2 earners with side businesses or rentals, and small S-Corporation owners understand the numbers behind their tax, bookkeeping, and cash-flow decisions.
My approach combines careful compliance, dependable systems, and plain-language education so you know what is happening and what to do next.
- Based in Pasadena; serving clients nationwide.
- Virtual and In-Person consultations available.
- Certified QuickBooks ProAdvisor.
When it’s time to move beyond DIY tax software
Here’s how Everwise compares when your taxes are more complex than a simple W-2.
| DIY tax software | Everwise Tax & Finance | |
|---|---|---|
| Who prepares your return | You | Experienced tax professional |
| Handles complexity | Generic prompts and limited guidance | Detailed review of your real situation |
| Audit & notice support | Often an upsell | Protection Plus included with eligible returns |
| Education & next steps | Generic after-the-fact tips | Clear explanations and next-step planning |
| Pricing & time cost | Low sticker price, high time cost | Flat-fee quote up front and time saved |
Frequently Asked Questions
Is a Pasadena location required to work with you?
Not at all. The majority of our clients utilize our secure online portal. However, if you are local, we can arrange in-person meetings.
Do you provide a fee estimate upfront?
Yes. You receive a clear scope and price before paid work begins. Tax and bookkeeping work is quoted as a flat fee or monthly service; any hourly education rate is disclosed in advance.
Can you manage mixed W-2 and 1099 income?
Yes. This is a common client profile. We review how W-2, business, and rental income interact and identify documentation questions before filing.
How quickly are returns filed?
Once all documentation is received, most individual returns are finalized within 5 to 10 business days.
Ready for clearer next steps?
Schedule a complimentary 30-minute consultation. We’ll identify the right service, define the scope, and explain pricing before work begins.
Book Free Consultation