Yes. I provide virtual CPA services and meet with clients by video conference, phone, and secure document exchange. This allows me to serve clients in California, Texas, and nationwide without requiring office visits.

I work with individuals, business owners, real estate investors, estates, and trusts that need more than basic tax preparation. Common matters include tax planning, business income, real estate transactions, retirement decisions, capital gains, estate and trust tax issues, IRS notices, FTB notices, and multi-state filing issues.

Yes. I work virtually with clients in multiple states. My practice has a strong emphasis on California and Texas tax matters, but I also assist clients with federal and multi-state tax issues when the engagement is a good fit.

I provide tax planning, tax preparation, business tax advisory, real estate tax planning, estate and trust tax services, IRS and FTB notice assistance, prior-year tax return review, and QuickBooks-related advisory when needed for tax compliance.

I provide both. Many clients need tax return preparation, but the more valuable work often involves planning before decisions are made. This may include year-end projections, capital gain planning, business tax planning, real estate planning, retirement tax planning, charitable giving, and estate or trust tax issues.

I do not operate as a traditional monthly bookkeeping service for all clients. I do assist with QuickBooks Online setup, chart of accounts review, bookkeeping cleanup review, and tax-ready financial statement review when it supports tax preparation or tax planning.

After engagement, I provide a document request or organizer based on your situation. Common items include prior-year tax returns, income documents, business records, real estate records, brokerage statements, retirement account forms, IRS or state notices, and supporting documentation for deductions, credits, basis, and estimated tax payments.

No. Do not submit Social Security numbers, bank information, tax documents, or other sensitive personal information through the website contact form. If we move forward, I will provide a secure method to exchange documents.

Documents are exchanged through a secure portal. I do not recommend sending sensitive tax documents through ordinary email.

Fees depend on the scope, complexity, tax years involved, entity type, records provided, and whether the work involves planning, preparation, notice response, or advisory services. Pricing is quoted after I understand the scope of the engagement.

Initial consultations are used to understand your situation, determine whether I can assist, and identify the appropriate next steps. Specific tax advice is provided after formal engagement.

Tax matters vary significantly. A business owner, real estate investor, estate, trust, IRS notice, or multi-state filing issue may require review of prior returns, records, notices, basis information, entity documents, or transaction details before scope and pricing can be determined.

Yes. I assist with IRS and California FTB notices involving balances due, proposed tax changes, penalties, missing returns, refund holds, identity verification, transcript issues, and other account problems.

Do not ignore the notice. Review the deadline, keep a copy of the notice, and avoid sending payment or documents until the issue is understood. A proper response usually begins with reviewing the notice, tax return, account transcript, payment history, and supporting records.

Yes. The IRS CP Notice Lookup can help identify the general issue associated with many IRS CP notices. It is a starting point, not a substitute for reviewing the actual notice, tax return, transcript, deadlines, and facts.

Use the IRS CP Notice Lookup