About My Services:
We provide individual tax preparation and planning, business tax preparation, bookkeeping cleanup, IRS and state tax problem resolution, and business advisory services. We specialize in industries including construction accounting, healthcare tax planning, legal firm accounting, and entertainment industry tax services. More on our Services page
Yes, we serve clients nationwide through phone consultations and secure virtual meetings. Local clients are welcome to visit our Woodlandwe Hills office in person. If you are a Canadian working in the US, Iwill help you with your taxes as well.
Typically, you’ll need W‑2 forms, 1099 forms, business income and expense records, mortgage or property tax statements, health insurance forms, especially if you are through Covered California form 1095-A, charitable contribution amount, and prior year tax returns. After we discuss your situation, we will see what else is needed.
Absolutely. We specialize in bookkeeping cleanup and QuickBooks adjustments. We standardize your chart of accounts, reconcile accounts, and deliver accurate financial statements – which often results in reduced tax liabilities and time savings.
Yes. As a licensed CPA, I provide IRS audit representation, help with tax notices, back taxes, payment plans, and penalty abatement requests. I handle the IRS so you don’t have to face them alone.
Yes. I work with clients who earn multi-state income including remote workers, entertainment professionals, traveling consultants, and rental property owners. I prepare multi-state tax returns, handle state tax allocations, and ensure compliance with all applicable state tax laws – helping you minimize total state tax liability
Yes. We assist U.S. citizens living abroad and individuals with foreign income. We prepare expats tax returns, claim the Foreign Tax Credit, and ensure compliance with IRS international tax rules, including FBAR reporting and foreign investment disclosure.
No, in many cases you may not have to pay U.S. self-employment tax if you are covered under the U.K. National Insurance system. Thanks to the U.S./U.K. Totalization Agreement, self-employed U.S. citizens in the U.K. typically pay into only one country’s social insurance system. We will review your situation, ensure you’re correctly exempt, and help with the required IRS documentation so you avoid double taxation.
Our fees depend on the complexity of your tax or accounting needs. After an initial consultation, we provide a transparent estimate so you know exactly what to expect – no surprises.
Your sensitive data is protected by using encrypted document portal, secure email communications, and strict privacy protocols compliant with IRS and state security regulations.
Yes. As highlighted on our Services page, we offer Same-Day Tax Filing for time-sensitive situations like last-minute IRS letters, late notices, or urgent financial events. We also help clients who receive unexpected tax deadlines to ensure their returns are filed promptly and correctly.
I combine over 15 years of CPA experience with a truly personal approach. I take time to really know my clients – often understanding their families, businesses, and long-term goals-so they feel cared for and valued. My clients trust me not just for proactive tax planning and accurate financial reporting, but because they know I genuinely look out for their best interests.
Industry-Specific Questions:
Yes. We provide trust accounting, IOLTA compliance support, and tax planning for law firms of all sizes. Our expertise ensures your financial management is efficient and compliant with state bar requirements.
General Questions:
Typically, you’ll need W‑2 forms, 1099 forms, business income and expense records, mortgage or property tax statements, health insurance forms, especially if you are through Covered California form 1095-A, charitable contribution amount, and prior year tax returns. After we discuss your situation, we will see what else is needed.
Get a personal consultation.
Call me today at (818) 523-29-57
Let Katerina help with your taxes.