Know your margin.
Your taxes for $199 a year.
Business and personal tax returns for San Diego small businesses, federal and state, for $199 a year, all inclusive. Books months behind? That's the job, and the cleanup is included. Fully remote. Especially useful if you make something and your cost of goods needs sorting before the return can be right.
- Business and personal returns, federal and state
- Messy books? Cleanup is included
- $199 a year, all inclusive
- No add-ons, no upsells
Serving San Diego County, CA — remote-first, no office visit required.
From North Park, Little Italy, La Jolla, Pacific Beach, and up the coast.
Everything your return needs — nothing you pay extra for
Schedule C, 1120-S, 1065 or 1120, prepared and signed for you.
Your 1040, prepared alongside the business return.
Your federal and state returns, both covered by the same price.
Behind on the books? We catch up and reconcile the year as part of the return.
Send statements and tax forms through a private upload link.
Email your preparer with questions and get a straight answer.
Four steps from shoebox to signed return
We go over your business and what you have on hand.
Bank and card statements, 1099s, W-2s and last year's return.
We bring the books current and prepare both returns.
We walk you through the returns before you sign.
If you make something, cost of goods is everything
San Diego makes things — beer above all, plus a deep bench of life-science startups and coastal food businesses. Production books are harder than service books: inventory, COGS, wholesale and retail mixed in one ledger. When those books are behind, we sort the coding as part of preparing your return, so the cost of goods on it reflects what the year really cost you.
Shaun Neal Founder
Hi, I'm Shaun Neal. For more than 30 years I've built and led the financial systems behind fintech companies, banks, and payment platforms — work where every number has to reconcile and every record has to stand up to an auditor.
My career has centered on regulated finance: payments, fraud controls, and compliance programs spanning PCI and FFIEC audits and KYC, BSA, and AML workflows. I know exactly what clean, defensible books look like — and how to build them without the enterprise price tag.
Now I bring that same discipline to tax returns for small businesses across San Diego County, working fully remotely. A taproom in North Park and a startup up in Carlsbad get returns prepared and signed by me, as a PTIN-registered tax preparer, for one all-inclusive price.
Business + personal returns, all inclusive, for San Diego small businesses — with catch-up cleanup included if your books have fallen behind.
Straight answers
What does it cost?
$199 a year. That covers your business tax return and your personal tax return, federal and state, including any cleanup your books need. No add-on charges and no upsells.
What's included?
Your business return (Schedule C, 1120-S, 1065 or 1120) and your personal 1040, federal and state. If your books are behind, we clean them up as part of the return.
My books are a mess. Can you still do my taxes?
Yes. That's who we're built for. We catch up and reconcile the year as part of preparing your return, at no extra charge.
What do I need to send?
Your bank and credit card statements for the year, any 1099s and W-2s, and last year's return if you have it. We'll tell you if anything else is missing.
Do I need QuickBooks?
No. If you use QuickBooks we'll work from it. If you don't, we work from your bank and card statements.
How do we get started?
Book a free consultation. We'll look at what you have and walk you through the next steps.
Do you actually work with San Diego businesses?
Yes. We prepare returns for small businesses across San Diego County fully remotely, from North Park and Little Italy to La Jolla, Pacific Beach, Chula Vista, Encinitas, and Carlsbad.
Ready to get your taxes off your plate?
Book a free consultation. We'll look at what you have and tell you what it takes.