Anaheim, CA
My wife and I run a small boutique tax firm, specializing in small business and real estate taxation. Our services are offered virtually, so you can access our client portal or email us from anywhere. We offer tax return preparation services, monthly, quarterly, or clean up bookkeeping, tax consulting, and 2nd Opinion services if you just need someone to take a look at returns that you prepared yourself.
Show more
Be the first to leave a review for By The Book Tax & Accounting Inc..
Tax Return Preparation - Starting at $300
- Review of prior year returns (and recommendations if needed)
- Extension and estimated tax calculations (if needed)
- W-2, interest, dividends, and most capital gains transactions
- Most common homeowner, family, and education credits
- Additional retirement contribution options
- Personalized tax analysis and 2020 tax planning recommendations
Hourly Tax Consulting - $175/hr
- Hourly tax consulting for whatever concerns you have!
- This option is great for those who are closing on a property or receiving a big raise or inheritance.
- Changing jobs? Moving out of state? Retiring? We would love to help you plan for or mitigate potential tax consequences of your next big life decision!
- Opening a business? Ask us about our year-round tax planning packages for discounts on our hourly tax planning.
2nd Opinion Detailed Review Service - $100
- Send us your tax returns and all of your tax documents. We'll double check to see if everything is reported correctly.
- We can give you recommendations for changes or amended returns (if needed)
- We can help whether you prepare your own returns or need a 2nd opinion on professionally prepared ones.
Bookkeeping (Cleanup or Monthly/Quarterly) - $150/hr
- Monthly financial statements
- HUD/closing disclosure input for real estate investments
- Repair vs capitalized improvement analysis for new assets
- Year end reimbursement calculations available (if needed)
- Discounts available when paired with our business tax prep services!