CA-licensed CPA firm · Roseville, Rocklin & Sacramento metro. Book a free consult →
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Our services

Expert financial guidance —
built around your business.

From tax planning to fractional CFO advisory, we deliver the full financial stack that Roseville businesses need — without the overhead of an in-house finance team.

Tax Planning & Advisory CFO Advisory Bookkeeping Payroll
Tax planning & advisory

Strategy first.
Compliance follows.

Most CPA firms file your return and send a bill. We work with you before year-end — identifying opportunities, reducing your liability, and making sure you're never caught off guard. Tax planning isn't a once-a-year conversation. It's a year-round discipline.

What's included
  • Individual & business income tax preparation (1040, 1120S, 1065, 1120)
  • Year-round tax planning and quarterly strategy reviews
  • Entity structure analysis — S-corp, LLC, partnership elections
  • Tax projection modeling and estimated payment planning
  • IRS correspondence, audit support, and representation
  • State and local tax compliance (CA FTB filings)
  • Real estate strategy — depreciation, 1031 exchanges, cost segregation
  • ITIN applications and renewals for international filers
Ideal for
Business owners Real estate investors Executives Self-employed Retirees
Schedule a tax consult See pricing
The planning difference
$0
What most clients pay in surprises after switching from reactive to proactive tax planning. The return pays for the strategy.
Year-round access
Your advisor is reachable between filings — not just April 14th. Questions about a deal, a sale, or a hire get answered before they become problems.
Turnaround
3
business days avg on complete returns
Experience
25+
years of Roseville & Sacramento clients

Not sure where to start?
Start with a conversation.

Book a free 30-minute consultation. We'll assess where you are, what you need,
and what a full-service engagement would look like — no obligation.

Book free consultation File Now

(916) 426-7556 · 1504 Eureka Rd, Suite 325, Roseville CA · roseville.taxesserved.com