
Tax Overview



You may be able to get help with your taxes for free.
This includes:
Help filling out forms
What to do if you owe money
If you qualify for the EITC tax credit
If you live in California, you may be able to get free tax help from these programs:
Volunteer Income Tax Assistance (VITA), if you:
Earn $67,000 or less, generally.
Have a disability, or Speak limited English
Are on active duty or retired military personnel, or a dependent
Tax Counseling for the Elderly (TCE), if you are at least 60 years of age
Get free tax help at a location near you.
What you need to bring
Before we meet, be sure to bring the correct paperwork and information.
We understand the unique challenges service-based firms face, such as unpredictable cash flow and dynamic billing. We see ourselves as your partner, caring for the growth of your organization the way we care for our own accounting firm—with the responsive support and attention to detail you need to thrive.

Outsourced Accounting
Day-to-day transactions, reporting, and other accounting chores.

QuickBooks Consulting
QuickBooks installation, financial reporting, troubleshooting, and more.

Financial Reporting and Analysis
Analysis of costs and savings opportunities to improve your financial health.