Prepared carefully, explained clearly

Tax Preparation Services

Approach filing season with organized information, careful preparation, and a team available beyond a single deadline.

01

Business and individual returns

02

Year-round planning

03

Tax representation and audit support

What we handle

Careful work, practical communication

Your engagement is scoped around the records, deadlines, and decisions that matter to your situation.

Tax preparation

Prepare business and individual returns using the information and documentation relevant to your situation.

Planning and payments

Plan estimated taxes, prepare 1099s, and discuss tax considerations before deadlines and major financial decisions.

Representation

Get help with notices, installment agreements, Powers of Attorney, and audits involving the IRS, FTB, EDD, or California sales tax.

Common questions

About tax preparation

Do you prepare both business and individual returns?

Yes. Bean Counter provides tax preparation for businesses and individuals.

Is tax help available outside filing season?

Yes. Planning and representation needs can occur throughout the year.

Start with a conversation

See whether Bean Counter fits your needs.

Choose a meeting time