Our Services

At TotalTaxGurus, we believe taxes should not simply be filed. They should be planned, defended, documented, and coordinated around your life, your business, and your long-term financial goals.

The TaxGurus Method

Our work is guided by the TaxGurus Method, a client-focused framework shaped by real IRS experience. We look beyond forms and deadlines to understand your income, business structure, deductions, compliance risks, IRS exposure, bookkeeping, financial planning goals, and future needs so we can help you move forward with clarity and confidence.

Strategic Tax Planning

Strategic tax planning is at the heart of what we do. We help individuals, business owners, investors, and self-employed professionals make smarter tax decisions before problems happen.

  • Personalized tax planning aligned with your goals
  • Business owner and self-employed tax strategies
  • Entity structure review and planning
  • Deduction, retirement, income-shifting, and timing strategies
  • IRS compliance and audit-readiness guidance built from former IRS experience
  • Coordination with financial planners, wealth advisors, bookkeepers, payroll providers, attorneys, and other professionals when appropriate

Taxes do not exist in a vacuum. When appropriate, we coordinate with your financial planner, wealth advisor, CPA, attorney, bookkeeper, payroll provider, or other trusted professionals to help align tax decisions with your broader financial goals.

Our strategic planning packages are structured in tiers, starting with focused planning and increasing in depth, refinement, follow-up support, and advisory access.

Strategic tax planning packages start at $1,299 and increase based on complexity, advisory scope, and implementation support.

Tax Preparation

Your tax return is more than a filing requirement. It is the annual execution of your tax position. We prepare returns with precision, strategy, and compliance in mind.

  • Individual federal and state tax returns
  • California and multi-state filings
  • Schedule C, rental, investment, and 1099 income returns
  • S-Corporation, partnership, LLC, and business returns
  • Additional schedules and forms handled based on complexity

Tax preparation generally starts at $500+ and increases based on forms filed, states, business activity, rentals, investments, entities, and reporting requirements.

Monthly Education & Documentation Resources

Business Compliance Club™

For business owners, rental property owners, and self-employed professionals who want ongoing tax education, compliance training, and practical templates throughout the year. Includes monthly Zoom training, documentation resources, and compliance-focused education.

Learn More About the Club

IRS and State Representation

IRS and state tax notices can be stressful, but you do not have to face them alone. With former IRS experience on your side, we help you understand what the government is asking for and how to respond.

  • IRS audit defense and examination support
  • IRS notice response and account resolution
  • CP2000, balance due, lien, levy, and collection notices
  • Taxpayer representation before the IRS
  • Appeals support and case strategy
  • California FTB, CDTFA, and EDD tax matters

IRS defense, tax resolution, and state tax matters are quoted based on scope, urgency, and complexity.

Tax Debt Resolution

If you owe the IRS or state tax agencies, we help evaluate your options and build a realistic path toward resolution.

  • Installment Agreements
  • Offers in Compromise
  • Penalty abatement requests
  • Currently Not Collectible evaluations
  • Levy, garnishment, lien, and collection relief

Our goal is not only to resolve the current issue, but also to help prevent the same problem from happening again.

Innocent Spouse Relief

You should not be unfairly burdened by a spouse’s or former spouse’s tax mistakes. We help evaluate eligibility and prepare relief requests when appropriate.

  • Innocent spouse claim review
  • Separation of liability considerations
  • Equitable relief analysis
  • IRS documentation and response support

Audit Reconsideration

If the IRS assessed tax after an audit and you have new information, missing documents, or believe the result was incorrect, audit reconsideration may be an option.

  • Review of prior audit results
  • Transcript and account analysis
  • New documentation review
  • Reconsideration package preparation

Bookkeeping and Compliance Services

Clean books are the foundation of strong tax planning. Without accurate records, deductions are harder to defend and planning opportunities are easier to identify too late.

  • Monthly and quarterly bookkeeping
  • QuickBooks Online cleanup and catch-up work
  • Year-end financial statements
  • 1099 tracking and filing support
  • Bookkeeping designed to support tax planning and compliance

Our bookkeeping approach is built to support both tax strategy and financial decision-making. When appropriate, we coordinate bookkeeping information with your tax plan and broader financial advisory team so your records support better planning, reporting, and compliance.

Bookkeeping and compliance pricing is customized based on transaction volume, account complexity, cleanup needs, and reporting frequency.

A coordinated tax, strategy, bookkeeping, education, representation, financial planning coordination, legal referral, and notary support network designed to help clients move forward with confidence.

Notary Services

Need documents notarized? We provide reliable in-office and mobile notary services to help clients complete important paperwork with less stress.

  • In-office notary appointments
  • Mobile notary availability
  • Tax, business, and personal document notarization support

Professional Consultation

Consultations are designed for clients who need tax strategy, audit defense, tax issue resolution, IRS representation, business guidance, return questions, coordination with other advisors, or answers to complex tax concerns.

Consultations are $299 per hour. If you move forward with a qualifying engagement, the consultation fee may be credited toward your total services.

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