Our Services

Everything starts with a Comprehensive Consult to get you set up correctly to start.

01

Comprehensive Consult

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.

  • 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.

Starting at $1,999

Member Only Services

02

Quarterly Strategy Sessions

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 for your Business

03

Bookkeeping

Keep your business finances in order with BBSI Tax's expert bookkeeping services. We handle everything from accurate financial tracking and transaction categorization to monthly reconciliations and customized reports. Our tailored approach ensures your books are always compliant and tax-ready, giving you more time to focus on growing your business.

Starting at $500/month

04

Business Tax Prep

We 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 are recommended to do the Comprehensive Consult before we move forward with Tax Prep so that we can strategize and not just do data entry of for your tax return.

Starting at $1,100

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.

Starting at $605

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Other Services

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)

Starting at $199/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 per Entity

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

Starting at $125/year

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.

Starting at $200/year or $18.99

Frequently Asked Questions

Do you only work with real estate investors?

While many of our clients are real estate investors, we also work with small businesses and entrepreneurs across various industries. In fact, we believe real estate is one of the most powerful strategies for building wealth, and we’re here to help our business clients explore how to add real estate investments to their portfolios.

Do you work with real estate investors who use creative financing strategies (like SubTo deals)?

Absolutely! We understand creative financing, including SubTo strategies, and help ensure these methods are tax-efficient while keeping you compliant.

Can you help with bookkeeping for multiple properties?

Yes! We specialize in organizing and managing financial records for portfolios of all sizes, ensuring you have accurate data for decision-making and tax filing.

Do you offer payroll services for my real estate business or contractors?

Yes, we can handle payroll for your employees and contractors, ensuring accurate payments and compliance with tax laws.

Can you file taxes for all states?

Yes, we’re experienced in handling multi-state tax filings, which is especially helpful for clients with properties or businesses in multiple locations.

Do you set up LLCs, S-Corps, or trusts?

While we’re not attorneys, we work with your legal team to create tax-efficient business structures that protect your assets and minimize tax liabilities.

When should I consider restructuring my business?

If your business has grown, your tax burden is increasing, or you’re expanding into new ventures, it may be time to review and restructure for optimal tax savings.

How does your process work?

Our process starts with a free consultation to understand your goals. From there, we develop a customized strategy and provide ongoing support to keep you on track.