Santa Monica Accounting

Tax preparation for individuals and businesses

We prepare and file your federal and state returns accurately and on time, and help you plan ahead so tax season brings no surprises.

What’s included

Individual returns

Personal returns, including self-employment income, rental properties and investment income.

Business returns

Returns for sole proprietors, LLCs, partnerships, S-Corps and C-Corps.

Trust, estate and gift

Fiduciary and gift tax returns prepared with care and attention to deadlines.

Nonprofit returns

Annual information returns for nonprofit organizations, with your records kept in order all year.

Form 1099 filing

Data collection and verification, preparation, e-filing and recipient copies, so you avoid late-filing penalties.

Year-round planning

Estimated tax payments, record-keeping and planning that lowers surprises at filing time.

Who this is for

  • Self-employed people and freelancers
  • Small business owners and their businesses
  • Landlords with rental income
  • Families with more than a simple return
  • Trusts, estates and nonprofits

Frequently asked questions

What do I need to send you?

Usually your prior-year return, income forms such as W-2s and 1099s, and records of deductible expenses. We send you a checklist tailored to your situation.

Do you prepare state returns too?

Yes. We prepare the state returns you are required to file along with your federal return.

Can you help with quarterly estimated taxes?

Yes. We calculate your estimated payments and remind you before each due date.

Can you work from the books you already have?

Yes. If your books need attention first, our bookkeeping team can clean them up before we prepare your return.

Ready to get started?

Book a free 30-minute consultation or send us your details for a custom quote.