Google Reviews

What clients say about Everwise

Selected 5-star Google reviews from people who have worked with Everwise.

“Andrew is simply awesome!”

John Williams 8 months ago Google Reviews

“Andrew was fantastic! Very nice and explains things well.”

Daniel Fox 4 months ago Google Reviews

“His calm and patient demeanor made me feel comfortable.”

Kd G a year ago Google Reviews

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

Careful tax preparation and practical planning within the scope of your engagement.

Explore Tax Services

Bookkeeping & Financial Organization

Organized records and clear bookkeeping support within an agreed scope.

Explore Bookkeeping

Financial Education & Small-Business Guidance

General financial education to help you understand cash flow, recordkeeping, and common business-finance concepts.

Explore Financial Guidance

Explore tax and bookkeeping resources · Send a consultation request

A simple, three-step start

1

Schedule Your Consultation

In a complimentary 30-minute consultation, we identify the right service, scope, timing, and price before paid work begins.

2

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.

3

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.

  • Pasadena-based, with remote service available.
  • Andrew J. Glavinic is a CTEC Registered Tax Preparer (CRTP).
  • Scope and pricing are confirmed before paid work begins.
Book a Free 30-Minute Consultation
Andrew J. Glavinic

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
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?

Timing depends on the completeness and complexity of your records and will be confirmed for your engagement.

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 a Free 30-Minute Consultation

Send a consultation request · Go to the Client Portal

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