Client-First.

Forward-Thinking.

Inclusive.

At Beyond Tax Pros, we transcend traditional tax and accounting services by prioritizing your unique financial journey. Unlike our competitors, we offer a personalized approach that combines expert guidance with a deep understanding of your individual needs. Our forward-thinking team is dedicated to empowering you with knowledge and resources, ensuring that tax season feels seamless instead of stressful.

With a focus on long-term success, we guide you through every step of the process, protecting you from potential tax pitfalls while uncovering opportunities for growth. Experience the difference of a service that genuinely cares — where you are not just a client but a valued partner. At Beyond Tax Pros, we are committed to taking you beyond expectations, providing reliability and reassurance every step of the way.

Tax Preparation

  • Individual

    • Resident

    • Non-Resident

    • Foreign Student

  • Corporate / Self-Employed

    • Sole Proprietorships

    • Partnerships

    • LLCs

    • C-Corporations

    • S-Corporations

  • Specialty Taxes/Reporting

    • Sales and Use Taxes

    • Excise Taxes

    • Gift Taxes

    • Estate Taxes

    • Foreign Asset Disclosures

    • Foreign Entity Ownerships

Entity Formation

  • Fictitious Business Names (FBNs)

  • LLCs

  • Corporations

  • S-Corporation Elections

Tax Dispute Resolution

  • Tax Representation

  • Installment Agreements / Payment Plans

  • Currently Not Collectible / Hardships

  • Tax Audit Defense

  • Tax Court Petitions

  • Passport / License Hold/Suspension Releases

  • Security Clearance Hold Release

  • Tax Compliance for Immigration

Tax Planning

  • Entity Structuring

  • Tax Minimization Strategies

  • Transaction Planning

Business / Financial Management

  • Bookkeeping

  • Receivables / Payables Management

  • Cash Flow Management

  • Administrative Compliance

    • State Secretary of State Offices

    • FinCEN

Tax Compliance Checks

  • Initial Compliance Assessment

  • Tax Return Review

  • Document Organization

  • Guidance on Deductions and Credits

  • Year-End Compliance Check

  • Custom Compliance Plan

  • Communication with Tax Authorities

  • Post-Filing Review

California Notary Public

  • Traveling Notary Services

Free Discovery Consultation