SERVICES

Tax Preparation

Tax returns are just the output. What most clients really want is fewer surprises, less stress, and clear answers when money is on the line.

CalCPAGroup provides year‑round tax preparation and planning for high‑earning individuals, service professionals, small businesses, athletes, entertainers, and real estate investors.

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What's Included

Ongoing tax support, not just a once‑a‑year filing.

Annual Tax Return Prep

Individual, business, and related returns (as applicable), including multi‑state filings.

Annual Tax Return Prep

Individual, business, and related returns (as applicable), including multi‑state filings.

Annual Tax Return Prep

Individual, business, and related returns (as applicable), including multi‑state filings.

Proactive Tax Planning

Mid‑year and year‑end check‑ins so you know where you stand before deadlines.

Proactive Tax Planning

Mid‑year and year‑end check‑ins so you know where you stand before deadlines.

Proactive Tax Planning

Mid‑year and year‑end check‑ins so you know where you stand before deadlines.

Entity Structure Guidance

Help deciding between LLC, S‑Corp, partnership, and other structures as you grow.

Entity Structure Guidance

Help deciding between LLC, S‑Corp, partnership, and other structures as you grow.

Entity Structure Guidance

Help deciding between LLC, S‑Corp, partnership, and other structures as you grow.

Investment Coordination

Integration of rental properties, cost segregation, and investment activity into a cohesive plan.

Investment Coordination

Integration of rental properties, cost segregation, and investment activity into a cohesive plan.

Investment Coordination

Integration of rental properties, cost segregation, and investment activity into a cohesive plan.

Issue Resolution

Support with notices, amended returns, and clean‑up for prior‑year issues.

Issue Resolution

Support with notices, amended returns, and clean‑up for prior‑year issues.

Issue Resolution

Support with notices, amended returns, and clean‑up for prior‑year issues.

Tax Compliance

1099s, W‑2s, city business licenses, and other required filings handled alongside your returns.

Tax Compliance

1099s, W‑2s, city business licenses, and other required filings handled alongside your returns.

Tax Compliance

1099s, W‑2s, city business licenses, and other required filings handled alongside your returns.

Our Process

CalCPAGroup provides reliable, personalized tax and accounting services for professionals and businesses.

Intake

You’ll complete a short online intake so we can understand your situation, goals, and deadlines.

Document checklist and upload

Comprehensive tax strategies to help you maximize savings and remain compliant year-round.

Review and clarify

Our team reviews your information, reaches out with any questions, and confirms scope and pricing before we begin.

Draft preparation and recommendations

We prepare draft returns and flag planning opportunities, elections, or concerns we think you should know about.

Review meeting and e‑file

We walk through your results, answer questions, handle any changes, then finalize and e‑file once you sign off.

Off‑season support

We’re available throughout the year for key decisions—major purchases, property sales, equity events, and more.

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Why Work With Us?

Fewer surprises – Clear expectations around taxes owed and estimated payments.

Better decisions – Advice on the tax impact of big choices before you make them.

Coordinated strategy – Tax, real estate, and business decisions aligned instead of siloed.

Consistency – A relationship with the same core team year over year.

Technology – State of the art tech solutions to keep you informed and engaged throughout the process.

Frequently Asked Questions

Do you work with both long‑term and short‑term rentals?

Yes. We handle traditional long‑term rentals, short‑term rentals, and mixed‑use properties, and we’ll walk through how each is treated from a tax perspective.

Do you work with both long‑term and short‑term rentals?

Yes. We handle traditional long‑term rentals, short‑term rentals, and mixed‑use properties, and we’ll walk through how each is treated from a tax perspective.

Do you work with both long‑term and short‑term rentals?

Yes. We handle traditional long‑term rentals, short‑term rentals, and mixed‑use properties, and we’ll walk through how each is treated from a tax perspective.

When is cost segregation worth considering?

It typically makes sense for larger properties or significant renovations where you have taxable income to offset. During Intake, we’ll help you understand whether a study is likely to provide meaningful benefit.

When is cost segregation worth considering?

Can you help if my bookkeeping is behind on multiple properties?

Yes. We can work with you to reconstruct records, clean up prior‑year reporting, and put a more sustainable system in place going forward.

Can you help if my bookkeeping is behind on multiple properties?

Yes. We can work with you to reconstruct records, clean up prior‑year reporting, and put a more sustainable system in place going forward.

Can you help if my bookkeeping is behind on multiple properties?

Yes. We can work with you to reconstruct records, clean up prior‑year reporting, and put a more sustainable system in place going forward.

How do you handle properties in different states?

Multi‑state ownership is common for our clients. We’ll help manage the additional state filings and keep track of how income and taxes are allocated.

How do you handle properties in different states?

Multi‑state ownership is common for our clients. We’ll help manage the additional state filings and keep track of how income and taxes are allocated.

How do you handle properties in different states?

Multi‑state ownership is common for our clients. We’ll help manage the additional state filings and keep track of how income and taxes are allocated.

Do you coordinate with my property manager or bookkeeper?

We can. Many clients have day‑to‑day bookkeeping or management handled elsewhere; we plug in at the tax and planning layer and coordinate as needed.

Do you coordinate with my property manager or bookkeeper?

We can. Many clients have day‑to‑day bookkeeping or management handled elsewhere; we plug in at the tax and planning layer and coordinate as needed.

Do you coordinate with my property manager or bookkeeper?

We can. Many clients have day‑to‑day bookkeeping or management handled elsewhere; we plug in at the tax and planning layer and coordinate as needed.

Call 844-4-CALCPA

Who We Serve

Services

About

Resources

Call 844-4-CALCPA

Who We Serve

Services

About

Resources

Call 844-4-CALCPA

Who We Serve

Services

About

Resources