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Have questions about your taxes or business finances? Our IRS certified enrolled agents in Sacramento are here to help.

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About us

We’ve been helping individuals and small businesses thrive financially for over 8 years. Discover our mission, core values and services.

FAQs

General Frequently Asked Questions.

Here are some general FAQs about Tax & Books Pro answered. 

An IRS Certified Enrolled Agent (EA) is a federally licensed tax expert authorized to represent taxpayers before the IRS. At Tax & Books Pro, our enrolled agents are certified to handle complex tax matters, including audits, filings, and specialized business tax issues. Working with an EA ensures you get expert advice, maximum legal deductions, and full IRS compliance—whether you're a real estate investor, crypto trader, or digital entrepreneur.

At Tax & Books Pro, we provide a full range of tax services tailored to individuals, small businesses, and nonprofits across the Greater Sacramento area. Our core offerings include:

  • Individual Tax Filing – Maximize your deductions and stay fully compliant with both IRS and California FTB requirements. We help you avoid errors, reduce audit risk, and get every dollar you deserve.

  • Business Tax Filing – From LLCs and S-Corps to sole proprietors, we specialize in accurate, strategic tax preparation that helps you minimize liabilities and improve cash flow.

  • Non-Profit Tax Filing – We handle Form 990 and all related filings to ensure your organization maintains its tax-exempt status and meets all IRS and state compliance obligations.

  • Tax Planning & Advisory – Go beyond filing with quarterly and annual planning designed to legally reduce your tax burden. We help you forecast, strategize, and grow smarter.

  • IRS & FTB Representation – If you receive a notice or face an audit, our certified enrolled agents represent you directly before the IRS and California Franchise Tax Board, giving you peace of mind and professional protection.

Yes, at Tax & Books Pro, we provide comprehensive bookkeeping and accounting services for businesses in Sacramento—designed to simplify your finances and give you more time to focus on growth.

Our services include:

  • Monthly Bookkeeping – Accurate transaction categorization, bank reconciliation, and expense tracking to ensure your financials are always audit-ready.

  • Financial Reporting – We generate easy-to-understand profit & loss statements, balance sheets, and cash flow reports to help you make informed business decisions.

  • QuickBooks Setup & Support – Whether you’re starting fresh or need cleanup, we’ll configure or optimize your accounting system for efficiency and compliance.

  • Accounts Payable & Receivable Tracking – Stay on top of invoices, bills, and payments with clear records that keep your cash flow healthy.

  • Tax-Ready Books – Our bookkeeping feeds directly into your business tax filing process, minimizing errors, reducing prep time, and maximizing legal deductions.

Absolutely. Tax & Books Pro provides complete payroll tax service in Sacramento to help small businesses stay compliant with ever-changing federal and state payroll tax laws. Whether you have one employee or a growing team, we ensure accurate calculations, timely filings, and full compliance.

Our payroll tax services include:

  • Payroll Setup & Management – We help you set up payroll systems, onboard employees or contractors, and manage ongoing payroll processing with precision.

  • Tax Withholding & Filings – From federal income tax and Social Security/Medicare to California state taxes and unemployment insurance, we calculate and file all required forms, including Forms 941, 940, DE9, and W-2s or 1099s.

  • Quarterly & Annual Compliance – We handle your quarterly payroll tax filings and end-of-year reports to prevent missed deadlines or costly penalties.

  • Employee Classification Guidance – Avoid IRS red flags by properly classifying workers as employees or independent contractors, with our expert guidance.

  • Audit-Ready Records – All payroll reports and filings are meticulously organized and stored for full audit protection and peace of mind.

Whether you're a retail store, real estate brokerage, medical practice, or ecommerce brand, our payroll tax compliance services are tailored to your business structure and industry. As IRS certified enrolled agent in Sacramento, we don’t just process payroll—we make sure it’s done right, legally, and efficiently.

What sets Tax & Books Pro apart is our personalized approach, industry-specific expertise, and deep commitment to helping clients thrive—not just survive—financially. As a trusted certified enrolled agent in Sacramento, we go beyond basic tax filing to become your year-round financial partner.

Here’s what makes us different:

  • Certified Expertise – Our team consists of IRS-certified enrolled agents and certified tax preparers who are licensed to represent you directly before the IRS and California FTB. That means you get professional-grade accuracy and representation from day one.

  • Tailored Services for All Business Types – From LLC tax preparation in Sacramento to complex nonprofit filings, we specialize in tax and accounting solutions for small businesses, real estate investors, online entrepreneurs, healthcare professionals, and more.

  • All-in-One Financial Solutions – We offer everything from bookkeeping and accounting services to payroll tax compliance and business tax service in Sacramento, making us your one-stop solution for financial peace of mind.

  • Local & Accessible – We’ve been proudly serving individuals and businesses in the Greater Sacramento area for over five years. Clients value our fast communication, transparent pricing, and commitment to building long-term relationships.

  • Tax Planning, Not Just Tax Filing – Our proactive planning approach helps you reduce tax liabilities legally, increase profitability, and avoid unpleasant surprises at year-end.

Whether you’re an overwhelmed small business owner, a busy real estate investor, or a freelancer looking to optimize deductions, Tax & Books Pro is the Sacramento financial partner you can trust.

At Tax & Books Pro, we understand that business owners wear many hats and managing finances shouldn't be a burden. That’s why we offer year-round tax & accounting services for business clients in Sacramento that goes far beyond once-a-year tax filing.

Here’s how we support small businesses throughout the year:

  • Quarterly Tax Planning – We help you estimate taxes, avoid penalties, and take advantage of time-sensitive deductions before the year ends.

  • LLC & S-Corp Tax Optimization – Whether you’re deciding how to structure your business or want to reduce self-employment taxes, our experts provide guidance tailored to your industry and goals.

  • Ongoing Bookkeeping and Accounting – Our monthly bookkeeping and accounting service in Sacramento ensures your finances stay organized and tax-ready no scrambling at year-end.

  • Payroll Tax Compliance – We manage all payroll taxes, filings, and reporting, so you can focus on running your business instead of dealing with complex forms.

  • Personalized Advisory – As certified enrolled agents and certified accountants in Sacramento, we provide proactive advice to help your business stay compliant, save money, and scale efficiently.

We specialize in supporting local industries from retailers and healthcare providers to real estate agents and online entrepreneurs. With Tax & Books Pro, you get more than just a tax preparer you get a committed partner in your business success.

FAQs

FAQs about Individual Tax Filing Service.

Get clarity on the most common questions about filing your individual tax return. Whether it’s your first time or you need expert help, we’re here to make tax season simple and stress-free.

To file your individual tax return accurately, you’ll need the following documents:

  • Income Forms – W-2s from employers, 1099s for freelance or contractor income, Social Security benefits statements, or unemployment income forms.

  • Personal Identification – Social Security numbers or ITINs for you, your spouse, and dependents.

  • Deductions & Credits – Mortgage interest statements (Form 1098), student loan interest, education expenses (1098-T), childcare expenses, charitable contributions, and medical expenses.

  • Health Insurance – Forms like 1095-A, B, or C if you had health insurance coverage.

  • Prior-Year Tax Return – Helpful for continuity, carryovers, or IRS pin retrieval.

  • Bank Info – For direct deposit of your refund.

 

As a certified tax preparer in Sacramento, we provide you with a custom checklist and help ensure nothing is missed—so you get the maximum legal refund.

Yes! At Tax & Books Pro, we specialize in helping individual taxpayers identify every deduction and credit they legally qualify for. Whether it's:

  • Standard vs. Itemized deductions

  • Education credits like the American Opportunity or Lifetime Learning

  • Child Tax Credit, Earned Income Credit, or Dependent Care Credit

  • Home mortgage interest, medical expenses, or retirement contributions

 

…we review your full financial picture to ensure nothing gets overlooked. Our certified tax preparers in Sacramento help you reduce your taxable income and potentially increase your refund—without triggering red flags.

Yes, you can—and should—file even if you missed the tax deadline. Filing late can result in penalties and interest, but taking prompt action minimizes the damage.

At Tax & Books Pro, we help you:

  • File past-due returns correctly and fast.

  • Apply for IRS penalty relief or payment plans, if eligible.

  • Avoid further enforcement actions, such as wage garnishments or liens.

 

Our IRS and FTB representation services in Sacramento ensure that even late filings are handled with care and compliance, restoring your financial peace of mind.

Your filing status significantly affects your tax rates and eligibility for deductions. You may qualify for Head of Household (HoH) if:

  • You're unmarried or “considered unmarried” on the last day of the year.

  • You paid more than half the cost of maintaining your home.

  • A qualifying person (such as your child or dependent) lived with you for more than half the year.

If you don’t meet these conditions, you’ll likely file as Single.

We evaluate your full situation to determine the most beneficial status, helping you lower your tax bill and stay compliant with IRS rules.

Absolutely. At Tax & Books Pro, we prepare and file both your IRS federal tax return and your California Franchise Tax Board (FTB) state return.

Our services include:

  • Ensuring consistency between your federal and state filings.

  • Applying California-specific deductions and credits, such as renter’s credit or college savings incentives.

  • Handling e-filing, estimated payments, and any state-specific notices you receive.

As a certified enrolled agent in Sacramento, we ensure full compliance and optimize your returns at both levels—so you never pay more than you should.

Absolutely. If you work a job and also earn income from freelancing, gig work, or investments, you’ll likely receive both W-2s and 1099s. We make sure your individual tax filing in Sacramento accurately reflects:

  • Employment income (W-2)

  • Self-employment or contractor income (1099-NEC/MISC)

  • Investment income, rental earnings, or other passive income

  • Estimated tax payments already made

 

We also help you track and deduct eligible business expenses if you're self-employed. Our goal is to simplify the process and ensure you stay compliant—while minimizing what you owe.

FAQs

FAQs about Business Tax Filing Service.

Get clear answers to common questions about business tax filing in Sacramento. Our experts break down the complexities so you can file with confidence and ease.

Working with an IRS-certified enrolled agent provides major advantages, especially for small and growing businesses although it's not legally required to hire a certified enrolled agent. Enjoy certified, expert services at affordable rates. 

An IRS-certified enrolled agent is a federally licensed tax professional authorized to represent you before the IRS.

At Tax & Books Pro, our enrolled agents help Sacramento business owners avoid costly mistakes, ensure compliance, and identify valuable deductions. Whether you're an LLC, S-Corp, or sole proprietor, we offer expert guidance that helps minimize tax liability and reduce audit risk.

The forms you need depend on your business structure:

  • Sole Proprietors: File Schedule C with Form 1040

  • Partnerships: File Form 1065

  • S-Corporations: File Form 1120S

  • C-Corporations: File Form 1120

  • Multi-member LLCs: Typically file as partnerships (Form 1065), unless elected otherwise

 

At Tax & Books Pro, we help you identify and complete the correct federal and California state forms for accurate and timely filing.

Our business tax filing service is a comprehensive solution designed to simplify compliance and reduce tax burdens for Sacramento businesses. It includes:

  • Federal and California business tax return preparation

  • Entity-specific deduction analysis and optimization

  • Review of bookkeeping and financial records for accuracy

  • Compliance checks with IRS and Franchise Tax Board (FTB)

  • E-filing and estimated tax calculations

  • Tax strategy recommendations for future savings

 

We also coordinate directly with your accounting system or provide bookkeeping services if needed, making sure your tax filing process is seamless.

Business tax deadlines depend on your entity type:

  • Partnerships and S-Corps: March 15

  • C-Corps and Sole Proprietors: April 15

  • Extensions may give you until September or October, but taxes owed must still be paid by the original due date to avoid penalties

 

We keep track of all deadlines for our clients and offer reminders, extensions, and proactive planning to ensure you never miss a filing.

Yes. If your business operates in more than one state or sells across state lines, we can help you navigate multi-jurisdictional tax obligations. We assist with:

  • Nexus determination and multi-state filings

  • State-specific business income tax rules

  • Sales tax compliance for e-commerce and service-based businesses

 

Our expertise ensures you're compliant not only in California but across any state where your business has tax responsibilities.

Absolutely. Your business structure impacts everything from how you're taxed to how much you can save.

We provide consultations to help you evaluate options like sole proprietorships, LLCs, S-Corps, and C-Corps. We'll explain the tax advantages and drawbacks of each, and help you make informed decisions based on your goals, revenue, and industry. If needed, we also assist with incorporation services and S-Corp elections.

FAQs

FAQs about Nonprofit Tax Filing Service.

Here are answers to some of the most common questions we receive from nonprofit organizations across Sacramento.

Nonprofits typically file one of the following IRS forms: Form 990, 990-EZ, 990-N (e-Postcard), or 990-PF, depending on their annual revenue, structure, and classification. Each form has specific thresholds and reporting requirements. At Tax & Books Pro, we guide Sacramento-based nonprofits in identifying the correct form to file based on their financial activity and ensure it is submitted accurately and on time.

 The IRS deadline for filing Form 990 series returns is the 15th day of the 5th month after the end of the nonprofit’s fiscal year. For example, if your fiscal year ends on December 31, your return is due May 15. Filing on time is essential to maintain your organization’s tax-exempt status. We help nonprofits in Sacramento stay on track with deadlines and reminders so that filings are never missed.

Missing even a single Form 990 filing can result in late fees and IRS penalties. If a nonprofit fails to file for three consecutive years, the IRS will automatically revoke its tax-exempt status. This can disrupt donations, grant eligibility, and public credibility. Tax & Books Pro helps organizations avoid these risks through proactive tracking, support for late filings, and assistance with reinstatement if needed.

 Yes. Small nonprofits with gross receipts of $50,000 or less per year may be eligible to file Form 990-N, also known as the e-Postcard. It’s a simple, online submission that confirms your organization is still active. While it's brief, it must still be filed annually. We assist Sacramento nonprofits in determining eligibility and ensuring the 990-N is submitted correctly and promptly.

Yes. Even if your organization had no income or minimal activity, the IRS still requires an annual return to maintain tax-exempt status. Filing a Form 990, 990-N, or the appropriate variant shows continued compliance and keeps your nonprofit in good standing with federal and state authorities. We help ensure you meet this requirement with minimal hassle.

 Absolutely. For newly formed nonprofits, understanding tax-exempt compliance can feel overwhelming. We provide tailored guidance to help your organization understand when and how to file IRS Form 990, how to track finances, and what recordkeeping practices support proper reporting. Our goal is to help Sacramento nonprofits start off on the right foot organized, informed, and compliant.

FAQs

FAQs about Tax Planning & Advisory Service.

Get clarity on how smart tax planning can reduce liabilities, prevent costly errors, and help your Sacramento-based business stay financially strong. Below are answers to common questions from business owners, freelancers, and entrepreneurs.

Tax preparation is the process of compiling and filing your tax return based on the previous year’s financial activity. It’s reactive and usually happens at tax time.


Tax planning, on the other hand, is a proactive year-round strategy. It focuses on legally reducing your tax liability through timing decisions, entity structuring, income strategies, and identifying deductions and credits before filing season.

At Tax & Books Pro, we help individuals and businesses in Sacramento build a forward-looking plan to avoid surprises and save more.

Smart tax planning can significantly improve your small business’s financial health. By analyzing your income, expenses, and goals throughout the year, we help you:

  • Minimize your quarterly and year-end tax burden

  • Identify deductions specific to your industry

  • Plan for equipment purchases, contractor payments, or retirement contributions

  • Avoid underpayment penalties and cash flow crunches

 

Whether you’re a startup or an established LLC, proactive tax strategies allow you to keep more of what you earn and grow with confidence.

No. While many business owners only think about taxes at the end of the year, the most effective tax planning happens throughout the year. Regular reviews allow us to:

  • Make timely adjustments as your income or expenses change

  • Take advantage of mid-year deductions and credits

  • Project tax liabilities so you're not caught off guard

  • Structure decisions like bonuses, asset purchases, or distributions for maximum impact

 

At Tax & Books Pro, our year-round tax planning service in Sacramento ensures you’re always a step ahead—no matter the season.

Yes. We work closely with LLCs and S-Corps to provide specialized tax planning services tailored to their unique structures. Our guidance includes:

  • Understanding how pass-through taxation affects your income

  • Planning salary vs. distribution strategies for S-Corp owners

  • Ensuring proper quarterly estimated tax payments

  • Exploring options like retirement plans or Section 179 deductions

 

Whether you're operating solo or with partners, we help Sacramento business owners maximize the benefits of their chosen entity type.

Absolutely. Independent contractors, freelancers, and gig workers often face higher self-employment taxes. Through strategic planning, we help reduce overall liability by identifying legitimate business expenses, setting up retirement contributions, and planning estimated payments. For Sacramento-based 1099 earners, this can make a major difference in what you keep versus what you owe.

Yes. Real estate investors benefit greatly from tailored tax planning, especially when it comes to depreciation, passive income rules, and capital gains strategies. We help Sacramento landlords and property flippers forecast tax impacts, time purchases or sales strategically, and stay ahead of IRS compliance issues—ensuring smoother operations and optimized returns.

FAQs

FAQs about IRS & FTB Representation.

You’re not alone. Here are answers to some of clients’ most common concerns when dealing with audits, notices, and tax disputes. Our IRS-certified enrolled agents in Sacramento are here to help every step of the way.

IRS & FTB Representation refers to a certified enrolled agent acting on your behalf when dealing with the IRS (Internal Revenue Service) or California FTB (Franchise Tax Board). If you receive a tax notice, audit request, or are facing a dispute, a licensed representative ensures your rights are protected, your response is professionally managed, and penalties are minimized. At Tax & Books Pro, we help Sacramento clients navigate these situations with confidence and clarity.

Absolutely. Small businesses are often targeted for audits or inquiries related to payroll, deductions, or entity structuring. We provide IRS & FTB Representation tailored for small business needs in Sacramento, helping business owners manage compliance issues without disrupting day-to-day operations. Whether you're a sole proprietor, LLC, or S-Corp, we're here to defend your interests.

 Yes. We are fully equipped to represent clients in both federal IRS audits and state-level audits conducted by the California FTB. Whether the issue involves missing documentation, underreported income, or questioned deductions, our representation services ensure proper communication, timely responses, and informed guidance.

We serve both individuals and businesses across Sacramento, offering peace of mind and professional handling of your case.

Not all notices are audits, but many require timely attention. You should be especially concerned about:

  • CP2000 – Proposed changes due to income mismatch

  • Notice of Deficiency – Claims you owe additional taxes

  • Audit Letters – Request for documents or examination

  • Collection Notices – Demands for payment, lien warnings, or levy threats

  • FTB Demand Notices – Missed filing or payment obligations

 

Ignoring these notices can lead to escalating penalties. We help you understand what the notice means and respond properly to avoid further consequences.

The cost of representation can vary based on the complexity of your case and the level of involvement required. At Tax & Books Pro, we offer transparent pricing and custom quotes based on your specific situation.

Whether it’s a simple clarification or an in-depth audit case, we aim to provide affordable, professional help to Sacramento clients facing tax issues. Initial consultations are available to assess your needs and recommend the right course of action.

Yes. Even if you've already replied to the IRS or FTB, we can step in to review your communication and help correct or strengthen your response if needed. Many taxpayers unintentionally say too much or not enough in their initial replies. Our team can guide you through follow-up responses and ensure your case is handled with the right tone and accuracy.

FAQs

FAQs about Accounting & Bookkeping Services.

Get clear answers to the most common questions about accounting and bookkeeping services in Sacramento. From accounting setup to monthly reports, we’re here to make it all simple

Our bookkeeping and accounting service includes everything you need to keep your business finances clean, accurate, and ready for tax season. This includes:

  • Transaction entry and classification

  • Bank and credit card reconciliations

  • Monthly or quarterly financial statements

  • 1099 contractor tracking and reporting

  • General ledger maintenance

  • Optional support for payroll or sales tax tracking

 

We customize our service based on your business type and size, helping you stay organized and compliant while giving you a clear view of your financial health month after month.

Yes—QuickBooks is a powerful tool, but software alone doesn’t replace the expertise required for accurate financial management. Many businesses using QuickBooks still need help with:

  • Properly categorizing transactions

  • Reconciling accounts

  • Fixing data entry errors

  • Ensuring reports are tax-ready

 

Our team works with QuickBooks users to optimize your setup and provide accurate, real-time bookkeeping support—so nothing slips through the cracks.

Most clients receive monthly financial reports, including a profit and loss statement, balance sheet, and cash flow summary. These reports are delivered consistently and on schedule so you can:

  • Monitor business performance

  • Make timely financial decisions

  • Stay ready for tax filing

 

We can also provide quarterly reports or custom schedules based on your specific needs or industry standards.

Absolutely. Our bookkeeping and accounting service in Sacramento is designed specifically for small businesses, solo entrepreneurs, and freelancers. Whether you’re running an online store, a consulting practice, or a local service business, we simplify your finances, save you time, and keep your books accurate so you can focus on growing your income—not sorting through receipts.

Yes. If you’ve fallen behind on your bookkeeping or your records are inconsistent, we can help get everything back in order. We’ll go through your past months’ or even years’ worth of transactions, reconcile accounts, and ensure your books are accurate moving forward. Clean books are essential for reliable reporting, proper tax filing, and future financial planning.

 Yes, we support both accounting methods depending on your business type and reporting needs. We’ll help you understand the difference and determine which method fits your operations. Whether you need cash-based reporting for simplicity or accrual accounting for investor readiness, we make sure your financials are handled correctly and consistently.

FAQs

FAQs about Payroll Tax & Accounting Service.

Get clarity on the most common questions about Payroll Tax calculation and compliance. The IRS licensed enrolled agents from Tax & Books Pro are at your service.

Payroll tax regulations are intricate and frequently updated at both the federal and state levels. IRS-certified enrolled agents have the authority and expertise to manage payroll tax calculations accurately and in full compliance with IRS and California FTB rules. At Tax & Books Pro, our agents ensure your business withholds, reports, and files payroll taxes correctly—reducing your risk of audits, penalties, or filing errors. This service gives you peace of mind and lets you focus on running your business.

We provide complete payroll tax services tailored to businesses, including:

  • Accurate payroll tax calculations and withholdings

  • Preparation and electronic filing of Forms 941, 940, DE 9, DE 9C, and W-2/1099

  • Employee classification guidance (W-2 vs. 1099)

  • Compliance with deposit schedules and filing deadlines

  • State registration and setup for California payroll taxes

Our payroll tax service in Sacramento ensures you stay compliant while keeping your internal processes efficient and stress-free.

Yes. If you’ve just launched a business or registered a new LLC, we can help you set up your payroll system from scratch. This includes:

  • Employer tax ID registration (EIN)

  • State payroll account setup

  • Payroll schedule planning (weekly, biweekly, etc.)

  • Software or manual payroll process setup

  • Compliance education for new business owners

 

Our goal is to make sure you start on the right foot with all payroll tax responsibilities clearly defined and managed properly.

Missing payroll tax deadlines can lead to penalties, interest charges, and potential IRS or FTB enforcement. If this happens, we help you:

  • Assess and correct the missed filings

  • Calculate and minimize penalties

  • Submit back payroll returns with accurate data

  • Communicate with tax authorities to resolve the issue

The sooner you act, the better. Our Sacramento-based enrolled agents act quickly to protect your business and bring your payroll tax obligations up to date.

Yes. Our service includes full payroll tax filing at both levels:

  • Federal filings – including Forms 941, 940, and W-2/1099

  • California state filings – including DE 9, DE 9C, and EDD registrations

 

We monitor all filing deadlines and tax rates to ensure your business is compliant with IRS and California Franchise Tax Board requirements. You don’t need to worry about juggling forms or missing dates—we’ve got it covered.

Yes. If your business pays independent contractors, we help you issue and file 1099-NEC forms, track contractor payments, and ensure you meet IRS deadlines for non-employee compensation reporting. Many small businesses in Sacramento work with both employees and freelancers—our team ensures you stay compliant in both scenarios.

FAQs

FAQs about Specialized Business Tax Service.

Get clear answers to common tax concerns for real estate investors, crypto holders, online creators, and non-resident business owners. Our certified enrolled agents in Sacramento are here to simplify compliance and help you file with confidence.

Specialized Business Tax Services are designed for businesses with complex income structures or unique tax obligations. This includes:

  • Real estate investors with rental income or capital gains

  • Cryptocurrency holders or traders

  • Online entrepreneurs and influencers earning digital income

  • Non-resident or dual-status taxpayers with U.S.-based earnings

  • Businesses with international transactions or cross-border income

 

If your income doesn’t fit into a standard W-2 or 1099 category, these services help ensure full compliance while strategically managing your tax liability.

Yes. We assist clients who trade, invest, or receive payments in cryptocurrencies with accurate tax reporting and compliance. The IRS treats digital assets as property, which means every transaction may have tax implications. We help you:

  • Track gains and losses

  • Report taxable events from sales, swaps, or mining

  • Identify potential deductions and reporting responsibilities

 

Whether you're a casual investor or an active crypto trader, our goal is to make your digital asset tax reporting as smooth and accurate as possible.

Yes. We specialize in assisting non-resident aliens, dual-status filers, and international clients who earn income in the U.S. or through U.S.-based business operations. Services include:

  • Filing Forms 1040-NR and related schedules

  • Withholding compliance and treaty application where eligible

  • Reporting U.S.-source income, including investments or rental property

 

We help ensure you comply with U.S. tax laws while minimizing risk and overpayment, all in alignment with your residency status and international obligations.

Unlike many general tax preparers, we specialize in industries and income types that require tailored attention and deeper knowledge of niche tax codes. Our certified enrolled agents provide:

  • Strategic advisory beyond data entry

  • Advanced tax planning for industries like real estate, ecommerce, and digital media

  • Full representation with IRS and FTB if issues arise

 

We understand the nuances of emerging income types and guide Sacramento clients through complex reporting with confidence and clarity.

Absolutely. Influencers and digital entrepreneurs often face unique challenges when it comes to tracking income from multiple platforms and identifying eligible business expenses. We help:

  • Report 1099 income from sponsorships, affiliate programs, or ad revenue

  • Track and categorize deductible expenses (equipment, software, travel, etc.)

  • Ensure proper quarterly estimated tax payments

 

Our services ensure you stay compliant while optimizing deductions tailored to your digital business model.

Yes. We work with Sacramento-based real estate professionals, rental property owners, and house flippers to ensure they are correctly reporting rental income, cost basis, depreciation, and capital gains. Whether you're managing one property or a growing portfolio, we help you navigate tax-efficient strategies while meeting IRS and FTB requirements.

FAQs

FAQs about Business Incorporation Services.

Get answers to the most common questions about forming your business entity in Sacramento. Whether you’re starting fresh or switching structures, our incorporation experts make the process easy, compliant, and built for long-term success.

To incorporate a business in Sacramento, you’ll typically need:

  • A legal business name that’s available and compliant with California naming rules

  • A physical business address (not a P.O. box)

  • Ownership structure details, including members or shareholders

  • A registered agent in California

  • Your Federal EIN (Employer Identification Number), if already obtained

  • Articles of Incorporation or Organization, depending on the entity type

 

Our team walks you through each requirement and handles the filing steps to ensure accuracy, compliance, and a smooth formation process.

This depends on your business goals, tax situation, and growth plans. LLCs are flexible and simpler to manage, making them ideal for many startups and small businesses. S-Corps offer potential tax advantages by allowing you to split income between salary and dividends—but they also involve stricter operational rules. We help you compare both options based on your business type, ownership structure, and long-term objectives, so you can make an informed decision that supports growth and tax efficiency.

In California, business incorporation generally takes 2 to 4 weeks, depending on processing speed at the Secretary of State’s office and whether expedited service is used. Factors such as entity type, filing volume, and document completeness can impact turnaround time. We manage all steps to prevent delays, and provide status updates throughout the process.

Yes. We provide support for both California state registration and federal IRS requirements. This includes:

  • Filing Articles of Incorporation or Organization with the California Secretary of State

  • Applying for an EIN (Employer Identification Number)

  • Submitting the Statement of Information (CA requirement)

  • Assisting with IRS forms if electing S-Corp status (e.g., Form 2553)

  • Guidance on opening a business bank account and local licensing steps

 

We ensure your new entity is fully compliant with both state and federal regulations.

Yes, we help business owners transition from a sole proprietorship to an LLC or corporation when it's time to scale or protect personal assets. This process involves creating the new legal entity, updating tax IDs and accounts, and notifying state and federal agencies of the change. We’ll guide you through every step to make the switch smooth and compliant.

Yes. Our services don’t stop once your business is formed. We offer ongoing support such as:

  • Annual report reminders and filings

  • Compliance monitoring and updates

  • Tax planning tailored to your new entity

  • Bookkeeping and payroll setup if needed

 

This helps ensure your business remains in good standing year after year, with fewer administrative headaches and more time to focus on growth.

Tax & Accounting Solutions for Every Business

From startups to established firms, we help Sacramento businesses stay compliant and grow with confidence, across all industries.