Our Professional Services

Individual Tax Preparation

We offer professional individual tax return preparation for clients who want accuracy, compliance, and confidence

in their tax filings. Our base preparation fee of $400 generally applies to individuals with one W-2 and a limited

number of 1099 forms. Every return is prepared and electronically filed by a Certified Public Accountant (CPA)

and Enrolled Agent (EA), ensuring experienced oversight and adherence to current tax laws.

Our process begins with a complimentary meet-and-greet and situation analysis to understand each client’s

unique tax situation. Before preparing your return, we conduct a detailed client interview designed to identify

all applicable deductions and credits and to address potential tax planning opportunities.

With a strong focus on technical accuracy and attention to detail, we take the time to understand each client’s circumstances so we can provide informed guidance and reliable results. Our goal is to deliver high-quality

tax services while building long-term professional relationships based on trust and expertise.

Business & Trust Tax Preparation

Business tax return preparation starts at $950 and $650 for trusts and estates, reflecting the additional time

and expertise required compared to individual tax returns. We prepare returns for C corporations, S corporations, partnerships, and trusts, and guide you through the process every step of the way.

Business Tax Returns

To prepare your business return, we typically need your income statement and, in some cases, your balance

sheet for the year. Most businesses use a calendar year, which ends on December 31. Some C corporations may

use a fiscal year, meaning their tax year ends on a different date based on their business needs.

If your business has under $250,000 in gross receipts and assets, a balance sheet may not be required. That

said, we recommend keeping accurate balance sheets from the beginning to make future growth smoother

and avoid complications down the road. We love seeing our clients’ businesses grow and want to help set you

up for long-term success.

If your books need cleanup or you’re unsure about certain transactions, we’re happy to review your records,

correct problem areas, and make any necessary adjustments so your return is prepared accurately and with

confidence.

Trust Tax Returns

Trust tax returns are often similar to individual returns, but they use the trust’s Employer Identification

Number (EIN) instead of a Social Security number.

We’ll ask for copies of any tax documents related to the trust, such as:

1099-INT for interest income
1099-DIV for dividend income
1099-B for investment sales

Most trusts have beneficiaries. When applicable, we’ll need basic information for each beneficiary, including

their name, address, Social Security number, and details about any distributions made during the year. We

take care of allocating income properly so each beneficiary’s share is reported correctly.

Professional Bookkeeping & Accounting Services

Our bookkeeping and accounting services are designed to provide accurate financial records, meaningful insights, and peace of mind. We support businesses of all sizes—from self-employed individuals to multi-million-dollar companies—with dependable, detail-driven bookkeeping solutions.

Our services include:

Bank reconciliations
Adjusting journal entries
Financial statement preparation
General ledger maintenance

Our in-house bookkeeping services are billed at $100 per hour. Contact us to discuss your specific needs and determine the appropriate level of support.

How Our Bookkeeping Helps Your Business

Identify opportunities for growth:
By analyzing financial statements, we help uncover areas where strategic changes—such as increased marketing or cost adjustments—can improve profitability and long-term performance.
Improve accuracy and compliance:
We review bookkeeping records for proper classification of expenses, helping reduce audit risk and ensuring deductions are claimed correctly.
Support tax-ready financials:
Clean, accurate books allow for smoother tax preparation and more informed business decisions.
Provide expert oversight:
We routinely review and correct client-maintained accounting records, including QuickBooks files, to ensure they align with tax and accounting best practices.

Whether you need full-service bookkeeping or a professional review of your existing records, our goal is to provide clarity, confidence, and reliable financial insight so you can focus on running your business.

Tax Planning & Tax Strategies

Effective tax planning goes beyond preparing a return—it’s about making informed decisions throughout the year to minimize taxes and support your long-term financial goals.

At Carlsbad Tax, we provide proactive income tax planning strategies designed to help individuals and businesses reduce tax liability, improve cash flow, and avoid surprises.

Our tax planning services are tailored to your specific situation and may include:

Identifying opportunities to reduce current and future tax liabilities
Strategic timing of income and expenses
Entity structure analysis for business owners
Retirement and investment tax planning
Capital gains and asset disposition planning
Review of life events such as marriage, home purchases, business changes, or retirement
Estimated tax planning and payment guidance

Tax planning services are billed starting at $175 per hour, depending on the complexity of your situation and the scope of services required.

We take the time to understand your full financial picture—not just your tax return—so we can provide practical, forward-looking advice. Whether you’re an individual seeking to optimize your personal tax strategy or a business owner planning for growth, we help you make confident decisions backed by experienced guidance.

Our goal is to help you stay compliant while keeping more of what you earn, with clear explanations and strategies you can actually use.