Business Details
Expert Tax & Accounting Services for Real Estate & Small Business
Founded by seasoned professionals with over a decade of experience in taxation and accounting, our firm specializes in delivering tailored financial solutions for individuals and businesses. Our expertise spans real estate tax strategies, small business structuring, and comprehensive tax planning, serving clients from retirees to high-net-worth investors. We prioritize virtual convenience, offering secure document sharing, e-signatures, and remote consultations to eliminate traditional office constraints.Our educational approach empowers clients through detailed analysis letters and proactive tax-saving recommendations integrated into every return. With backgrounds in boutique tax firms and multistate compliance, we combine technical mastery with personalized service to transform tax preparation into a strategic growth tool for our clients.
Services
Personal Tax Returns
Business Tax Returns
Bookkeeping
Tax Planning
Virtual Tax Services
Details
- Year established: 2025
Highlights and features
- We offer 10+ years of specialized experience in real estate and small business taxation
- Our virtual platform provides secure, paperless tax preparation and consultations
- We integrate tax planning strategies with every return at no additional cost
- Our team holds active CPA and EA licenses for comprehensive tax compliance
- We serve diverse industries including real estate, healthcare, and tech professionals
Services
Tax Return Preparation
We prepare comprehensive federal and state tax returns for individuals and businesses, including complex scenarios involving real estate investments, multi-state filings, and self-directed IRAs. Our process includes reviewing prior returns for optimization opportunities and providing strategic recommendations. Services cover W-2 reporting, capital gains calculations, and maximizing applicable credits for homeowners and families.
Tax Planning
Our proactive tax planning services help clients minimize liabilities through entity structuring analysis, retirement planning, and year-end calculations. We offer retainer-based planning sessions to address specific needs like business expansion, real estate transactions, or life changes. The service includes withholding checkups and research on complex tax scenarios for long-term financial optimization.
Bookkeeping
We provide monthly and quarterly bookkeeping solutions with financial statement preparation, asset classification, and reconciliation services. Our cleanup package helps clients organize existing records for tax compliance. While currently at capacity for ongoing bookkeeping, we offer setup assistance and periodic reviews to maintain accurate financial records aligned with tax strategies.
Virtual Tax Services
Our virtual platform enables secure document sharing, e-signatures, and remote consultations without requiring in-person meetings. Clients access tax organizers and completed returns digitally, with support for PDF submissions and electronic payments. This paperless system streamlines the process while maintaining compliance and confidentiality for geographically dispersed clients.
Tax Education
We empower clients through educational resources explaining tax strategies and compliance requirements. Our blog provides insights on deductions, retirement planning, and industry-specific tax considerations. This educational focus helps clients make informed decisions while building long-term financial literacy for better tax outcomes.
People
Courtney Daron
EA
UCLA graduate with 10+ years specializing in real estate and small business taxation. Focuses on client relationships while balancing family life as a new mother.
Joseph Daron
CPA
Cal State Fullerton alumnus with decade of experience solving complex tax issues for multistate and foreign clients. Combines technical expertise with technology interests.
Aubree Chambers
Customer Service Specialist
UCSB linguistics graduate with extensive client-facing experience. Manages client interactions while pursuing creative arts and outdoor activities.
Questions
What tax services do you specialize in?
We specialize in personal and business tax returns, real estate taxation, entity structuring, and tax planning for small businesses and investors.
Do you offer virtual tax preparation?
Yes, we provide fully virtual services including secure document sharing, e-signatures, and remote consultations without in-person requirements.
How do you handle multi-state tax filings?
Our team has extensive experience with multistate and foreign tax compliance, including proper apportionment and credit optimization across jurisdictions.
What industries do you work with?
We serve real estate investors, healthcare professionals, educators, tech consultants, construction businesses, and entertainment industry clients.
Can you help with tax planning year-round?
Yes, we offer retainer-based tax planning services addressing business growth, retirement strategies, and life changes throughout the year.
