Affordable options to fit any business size and budget.
Revenue of
$0 - $50K
Get Started Today
Revenue of
$50 - $125K
Get Started Today
Revenue of
$125 - $250K
Get Started Today
Revenue of
$250 - $400K*
Get Started Today

|| Handwritten Checks $3/each ||

*If your revenue is over $400K, please contact us for a custom quote


San Diego Tax Preparation

Federal Tax Return

Our professional tax accountant will take care of fully preparing your federal tax return and filing it for you. In order to prevent problems caused by inaccuracies or discrepancies, your return will only be e-filed after an IRS Enroll agent goes through and approves the work we’ve done.

San Diego Tax Preparation

Fixed Asset Maintenance

Each month we will ensure all assets are recorded properly and depreciated according to IRS recommended schedule.

San Diego Tax Preparation

Schedule A

When working on your business tax return, we also put together a schedule with all of the deductions you’re eligible for. This helps bring down your tax liability and ensures you get to take advantage of every deduction your situation qualifies for.

San Diego Tax Preparation

Electronic Copies of Tax Documents

After your return has been e-filed with the IRS, you’ll receive an email message containing an electronic version of your tax documents. This makes them easy to find should you need to refer to your documents in the future.

San Diego Tax Preparation

Schedule C

Because you are a sole proprietor, you must file this schedule to report your profit and loss from the business. We’ll ensure you are reporting all your business information accurately.

San Diego Accounting & Bookkeeping

Monthly Bookkeeping Service

Keeping an accurate track of your business financials is important. We have a team of dedicated bookkeepers ready to help you keep them up to date every month.

San Diego Tax Preparation

Estimated Tax Vouchers

We simplify the payment of your taxes by sending you vouchers and instructions you can use to make your yearly and quarterly tax payment.

San Diego Tax Preparation

Communication with OnTrack Staff (Limited)

All of our main tax packages include one monthly communication to our staff by email. This gives you the opportunity to get accurate answers to all of your tax and financial questions.

San Diego Tax Planning

Financial Review Board Reports

Our Financial Review Board meets internally twice a year. During this meeting, they go through various aspects of your business from A to Z so they can make the necessary recommendations to help you and your company. We’ll send you a summary of what was discussed during the meeting after it takes place.


Weekly Books


Some businesses need their books done more often than just once a month. Thanks to this add-on service, you’ll receive a reconciliation of your business transactions done every week.

Unlimited Support


We’re always ready to provide you with full support services! With this option, you can call and our accounting staff whenever you need to.

Audit Defense


Think of this as an insurance policy on your tax returns. We’ll represent you in an audit and respond to any tax notices you get.

Tax Planning


This service is our most popular add-on. It helps you discover and implement strategies adapted to your needs and situation that will reduce your tax liability.

Corporation Setup


If you need to set up a corporation, we’ll file the necessary documents with your state, register a new EIN. We can also file all the needed forms if you choose an S-Corporation. Take note that state filing fees apply.

Quickbooks Online


QuickBooks is one of the top bookkeeping tools out there. With us, you can get this valuable software at a discounted price.

Rental Properties


Owners of rental properties need to take care of certain special tax filing. By getting this add-on, we take care of helping you report all of your rental income and expenses accurately.

Local Taxes


Some cities require that local taxes be filed separately. If this applies to you, this add-on is a must. Properly preparing and filing local taxes isn’t always easy. Let our local tax experts ensure everything is done right!

Personal Tax Return


Do you need professional preparation services for your personal tax return? With this add-on feature, you’ll get our in-house EA team doing your personal federal and state returns for you.

Accounts Payable


Our team can pay your business bills every month. When you choose this add-on, our accounts payable team will receive your invoices and make payments on your behalf.



If you need help running your payroll and filing your returns, we’re there for you. Our team gets you setup right and provides assistance with filing all quarterly and annual filings. A charge of $6 per employee applies to our payroll service.

Additional State Returns


Our core packages include filing your tax return in one state. If your situation requires you to file in multiple states, don’t forget to add this feature to your package.

We encourage you to visit our FAQ page for a list of common questions about packages, billing, and services