Our Services
Tax planning.Preparation.Books & CFO support.
We help business owners, high earners and families in Pasadena and the San Gabriel Valley lower their taxes, stay compliant and keep their finances running smoothly — all with one CPA.
Tax Planning & Advisory
Most CPAs look back at last year. We plan for this year — and the years after it.
What this includes:
- Tax projections, updated as your income changes
- S-corporation and entity strategy, including reasonable salary
- Owner compensation and retirement contributions
- Real estate tax planning and depreciation
- Estimated tax payments that avoid penalties
- Year-end moves before December 31
- California strategy, including the PTE elective tax where it applies
Planning starts with a full review of your finances — entities, income sources, investments, real estate and goals. From there we identify the opportunities that apply to you and build a written plan to capture them.
We look at everything together: how your business is structured, how you pay yourself and where you invest. That whole-picture view is where the biggest savings usually hide.
Tax Preparation & Compliance
Every return reviewed by a licensed CPA, filed on schedule and connected to your plan.
What this includes:
- Individual returns (Form 1040 and California 540)
- Self-employment, rentals, investments and K-1 income
- S-corporation returns (1120-S and CA 100S)
- Partnership and multi-member LLC returns (1065, CA 565/568)
- C-corporation returns (1120 and CA 100)
- Single-member LLC filings (CA 568)
We prepare and file returns for individuals, S-corporations, partnerships, C-corporations and LLCs. Every return is reviewed by Michael Bottala, CPA, before it’s filed.
Filing isn’t the end of the process — it’s where your plan shows up on paper. Each return is built to reflect the strategy we set together, with notes for the year ahead.
Bookkeeping, CFO & Accounting Support
Good tax strategy depends on good information.
What this includes:
- Monthly bookkeeping and reconciliations
- Financial statements every month
- Payroll processing support
- Cleanup and catch-up for books that are behind
- Cash flow forecasting, budgets and KPI reporting
- Accounting software and AI setup
When your books are current and reconciled, we can spot opportunities sooner and keep your filings accurate — without a scramble at tax time.
Our bookkeeping plugs directly into your tax strategy. You get better visibility into your business, and we get the real data we need to help you keep more of what you make.
How it all fits together
One connected approach to your finances
Tax planning, tax preparation and accounting aren’t separate services here — they’re one system, run by one CPA.
When we keep your books, we see the details that drive your strategy. When we prepare your return, we’re carrying out the plan we built together. And when we advise you, we’re working from real numbers — not guesses.
- Fewer surprises
- More opportunities
- A CPA who actually knows your business
Ready to see what you could be keeping?
Book a consultation and tell us about your business and tax situation. We’ll review it and let you know whether we’re a good fit.
Serving Pasadena, San Marino, La Cañada Flintridge, Arcadia, Sierra Madre, South Pasadena, Altadena, Monrovia, Bradbury, Glendora, Claremont, Diamond Bar and Walnut — and clients throughout California virtually.
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