Stress-free taxes, year-round support

We handle the details so you can focus on work and family. Expect fast communication, on-time filings, and planning that actually saves money—without surprises.

Simple, clear pricing

Individual returns start at $225. Returns with Schedule C self-employment income commonly land around $400 before rental, multi-state, or other complexity. S-Corporation returns generally start at $750, with a $500 minimum reserved for a near-empty return. You will receive a detailed scope and guaranteed flat-fee quote before we start.

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Everwise team analyzing tax data

Comprehensive tax support

Federal & State Filings

  • Individuals (Form 1040) and families.
  • Schedule C (Sole Prop) and Schedule E (Rentals).
  • LLC & S-Corp returns (1120-S).
  • Complex multi-state filings and credits.

Proactive Strategy

  • Quarterly estimate planning based on safe-harbor and payment needs.
  • Entity guidance (LLC vs S-Corp analysis).
  • Deduction review based on your facts and documentation.
  • Year-round support for your tax questions.

Protection Plus Included

  • Protection Plus coverage is included with eligible returns at no separate add-on charge.
  • Full audit defense and identity theft restoration.
  • Professional assistance with IRS/State notices.
  • Peace of mind for complex returns.

How it works

1

Free consultation

We clarify your goals, complexity, and timelines. You receive a written flat-fee quote immediately.

2

Secure upload

Share documents via our encrypted portal. We handle the heavy lifting and keep you posted on progress.

3

File & plan

Returns are filed on time. You receive a planning checklist to help reduce your liability for next year.

What to bring to your consultation

Income Records

  • W-2s, 1099-NEC, 1099-K, 1099-DIV/INT.
  • Business income & expense summary (P&L).
  • Rental income & expenses (if applicable).

Deductions

  • Education, HSA, childcare, and retirement info.
  • Mortgage interest, property taxes, donations.
  • Mileage logs and home office details.

Identity & History

  • Photo IDs and SSN/ITINs for all dependents.
  • Your prior-year tax return.
  • Copies of any recent IRS or state notices.

Serving Pasadena & clients nationwide

We meet virtually via Google Meet or in person in Pasadena, CA. We specialize in California multi-state returns and complex local filings.

Pasadena South Pasadena Altadena San Marino Glendale Burbank Los Angeles County Nationwide (Virtual)

Ready to stop guessing?

Get a flat-fee quote and a clear plan tailored to your situation.

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Looking for other services? Bookkeeping or Financial Strategy.

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