Our Services
Everything starts with a Comprehensive Consult to get you set up correctly to start.
01
Comprehensive Consult
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Deep Dive of your business, assets, estate and taxes.
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Review of prior year tax return.
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Consultation with advisor up to 2 hour, including tax planning and how to apply the strategy.
Member Only Services
Expert Consultation
02
Quarterly Strategy Sessions
Deep Dive of your business, assets, estate and taxes. Review of prior year tax return. Consultation with advisor up to 2 hour, including tax planning and how to apply the strategy.
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- $1,500
04
Business Tax Prep
For Members OnWe offer services for tax preparation, support, audit protect, notice assistance, extension payment estimates, video review links of your return, zoom reviews, look ahead strategizing and even a year-end tax consult (during 4th quarter)
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All New Clients must do the Comprehensive Consult before we can move forward with Tax Prep
- $ Customized to your business
03
Bookkeeping
Stay ahead of the game with our quarterly strategy sessions. We'll review your financial goals, assess your tax situation, and provide proactive advice to optimize your tax planning and minimize surprises.
- $ Customized to your business
05
Individual Tax Prep
At BBSI Tax, we believe in providing high-quality services at competitive prices. Our transparent pricing ensures that you receive exceptional value for your investment in our tax preparation and consultation services.
- $ Customized to your income and investments
Other Services
Services for Members and Non-Members
06
Company Maintenance
Corporations and LLC's must maintain their entities by having their company maintenance done. This service also includes your BOI (Beneficial Ownership Information Return)
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- $299/year
08
California Registered Agent
Working from home? We can be the registered agent for you California business. Our office address will show on the state's public information.
- $125/year
07
S-Corp Election
Ready to change your LLC to an S-Corp? We can get that completed and even get you started with payroll for owners.
- $200
09
Mail Forwarding
Perfect for the on the go business owner or if you work from your home. Use our address on all documents. We receive your mail, scan it and upload it to your portal. You get alerts as soon as it's uploaded.
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- $200/year or $18.99/month