Business Compliance

If you’re an owner of a small to mid-sized business, you have a lot on your plate:  legal, HR, insurance and more. Ease your mind about your numbers so you can concentrate on your goals and building abundance.

We will talk about goals often. Are you in this game for money? To dictate your own schedule? To build a legacy? Or are you ready to get out of the game? Proper planning can help get you where you want to go, both personally and professionally.

Your Business Lifecycle

Whether you’re just starting out or looking to take your business to the next level, I can help:

Building Your Team

From here, we can identify and build your professional team. I spend at least 25% of my week networking, so I can refer attorneys, bankers, financial planners, and other professionals who I love to help you.

 Sustain or grow your business 

Let’s look at your quarterly financial statements to make revenue and expenditure decisions to help you meet your objectives.

Be proactive

Let’s be proactive to ensure that your numbers are organized and compliant in the event that you need an audit or valuation for financing.

Exit strategy and consulting

Align your short-term and long-term visions for the business. Do you have an exit strategy? What does your business need to look like to receive the business valuation you desire?


I accommodate busy lifestyles by being respectful of your time. I am available by phone / email / VC to allow for connection without requiring a commute to my office and taking you away from home or work where the tax information I need is located.

Contact me to schedule your individual tax conversation, email is preferred: or 510.985.9829.

Entity formations best served:

  • Sole proprietorships
  • LLCs
  • Partnerships
  • S-Corporations
  • C-Corporations

Tax Compliance for Individuals with Stock Options


Monthly Fee (Custom Quoted) Starts At:$175$110$85
One-Time Onboarding Fee (Custom Quoted) Starts At: ?VariesVariesVaries
Annual Pre-payment Discount5%5%
Frequency Of Tax Strategies/EstimatesAny Time/Unlimited ConciergeQuarterly
Year End Tax Planning Guide
Pickup/Delivery Service
Planning Meetings with Your Financial & Estate Team
Mid-Year Tax Projection - Tax planning. Scheduled at your request between May 1st and December 15th, 2018.
Federal and applicable State income tax returns
24/7 Cloud to Gather, Organize, and Sign Tax Docs
Hard copy of tax checklist and tax returns.$50
Extension filing – It may be necessary to file an extension if all materials are not received before March 1, 2021$300$300
Provide additional PDF tax return copies to banks, financial planners, etc. as requested (written authorization required).$100
Video and ScreenCast Communication
Prioritized Communication System
Unlimited SupportPhone & EMail OnlyEMail Only
Meetings w/LouiseAny Time, Scheduled in AdvanceAnnual Web Meeting
VIP Emergency Access to Louise
IRS or State Notice Response
IRS or State Audit Representations
Amended Returns & BackworkQuoted in Implementation FeeQuotedQuoted



February 15th- April 15th

Monday-Thursday 9:00am-4pm


April 16th-February 14th

By Appointment Only
Tuesdays & Thursdays 9:00am-4:00pm



2504 Santa Clara Avenue, Suite 5
Alameda, CA 94501

Phone: 510.985.9TAX (9829)
Fax: 510.439.2TAX (2829)